HBFE vs. NFAM ETF Comparison

Comparison of Harvest Brand Leaders Enhanced Income ETF (HBFE) to Nbi Canadian Family Business ETF (NFAM)
HBFE

Harvest Brand Leaders Enhanced Income ETF

HBFE Description

This ETF is built to deliver enhanced income and growth opportunities by applying modest leverage to the Harvest Brand Leaders Plus Income ETF (HBF:TSX). It offers access to the same portfolio of top global brands, with enhanced monthly cashflow. Those top brands have global reach and recognition, sturdy financials, and dominant market shares. They have long track records of resilience through market cycles, and near-universal status as high-quality equity investments.

Grade (RS Rating)

Last Trade

$10.61

Average Daily Volume

2,135

Number of Holdings *

1

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

Nbi Canadian Family Business ETF

NFAM Description The Canadian Family Business ETF’s investment objective is to generate long-term capital growth by replicating, to the extent reasonably possible and before fees and expenses, the performance of a Canadian equity index that measures the investment return of family-owned Canadian companies that are publicly listed. Currently, the Canadian Family Business ETF tracks the performance of the NBC Canadian Family Index (or any successor thereto).

Grade (RS Rating)

Last Trade

$29.21

Average Daily Volume

508

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period HBFE NFAM
30 Days 4.64% 0.71%
60 Days 1.92% 4.38%
90 Days 3.01% 4.38%
12 Months 3.61% 6.37%
0 Overlapping Holdings
Symbol Grade Weight in HBFE Weight in NFAM Overlap
HBFE Overweight 1 Positions Relative to NFAM
Symbol Grade Weight
HBF A 125.9%
HBFE Underweight 8 Positions Relative to NFAM
Symbol Grade Weight
POU B -2.76%
TOY F -2.74%
SHOP F -2.65%
LSPD B -2.64%
ATZ D -2.49%
BBD.B A -2.44%
GOOS B -2.4%
ONEX D -2.34%
Compare ETFs