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: Top Represented Industries & Keywords
ZFC: Top Represented Industries & Keywords