HAL vs. ZFC ETF Comparison

Comparison of Horizons Active Cdn Dividend ETF (HAL) to BMO SIA Focused Canadian Equity Fund (ZFC)
HAL

Horizons Active Cdn Dividend ETF

HAL Description

The investment seeks long-term total returns consisting of regular dividend income and modest long-term capital growth. The fund invests primarily in equity securities of major North American companies with above average dividend yields. It will seek to hedge its U.S. currency exposure at all times.

Grade (RS Rating)

Last Trade

$19.93

Average Daily Volume

5,882

Number of Holdings *

8

* may have additional holdings in another (foreign) market
ZFC

BMO SIA Focused Canadian Equity Fund

ZFC Description This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of Canadian equities.

Grade (RS Rating)

Last Trade

$42.66

Average Daily Volume

1,042

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period HAL ZFC
30 Days 2.89% 1.38%
60 Days 1.22% -0.16%
90 Days 4.89% 2.84%
12 Months 3.05% 8.77%
1 Overlapping Holdings
Symbol Grade Weight in HAL Weight in ZFC Overlap
CNQ B 4.8% 6.85% 4.8%
HAL Overweight 7 Positions Relative to ZFC
Symbol Grade Weight
WSP D 3.82%
TOU B 3.57%
ALS B 3.43%
EIF C 3.34%
IFC B 3.16%
ARE C 3.13%
FRU D 3.12%
HAL Underweight 7 Positions Relative to ZFC
Symbol Grade Weight
GSY C -6.86%
DOL A -6.83%
MEG D -6.73%
STN C -6.61%
K A -6.59%
TRI A -6.57%
TFII D -6.53%
Compare ETFs