HEF vs. TERM ETF Comparison

Comparison of Horizons Enhanced Income Financials Common Class (HEF) to Manulife Smart Short-Term Bond ETF (TERM)

HEF

Horizons Enhanced Income Financials Common Class

HEF Description

NA

Grade (RS Rating)

Last Trade

$14.24

Average Daily Volume

8,783

Number of Holdings ^*

9

* may have additional holdings in another (foreign) market

TERM

Manulife Smart Short-Term Bond ETF

TERM Description

Manulife Smart Short-Term Bond ETF is an exchange traded fund launched and managed by Manulife Investment Management Limited. The fund invests in the fixed income markets of the Canada. It invests in short-term Canadian corporate investment-grade fixed income securities. The fund benchmark the performance of its portfolio against the FTSE Canada Short-Term Overall Bond Index. It employs proprietary research to create its portfolio. Manulife Smart Short-Term Bond ETF was formed on November 10, 2020 and is domiciled in Canada.

Grade (RS Rating)

Last Trade

$9.32

Average Daily Volume

11,587

Number of Holdings ^*

4

* may have additional holdings in another (foreign) market

Performance

Period	HEF	TERM
30 Days	0.00%	0.00%
60 Days	0.00%	-0.21%
90 Days	0.00%	0.32%
12 Months	-3.78%	1.19%

3 Overlapping Holdings

	Symbol	Grade	Weight in HEF	Weight in TERM	Overlap
	BMO	D	8.9%	3.01%	3.01%
	BNS	D	8.01%	4.6%	4.6%
	CIX	D	7.3%	2.53%	2.53%

HEF Overweight 6 Positions Relative to TERM

	Symbol	Grade	Weight
	CM	D	7.8%
	NA	A	7.74%
	TD	D	7.73%
	GWO	C	7.65%
	RY	A	7.3%
	MFC	C	7.14%

HEF Underweight 1 Positions Relative to TERM

	Symbol	Grade	Weight
	LB	D	-3.16%

HEF: Top Represented Industries & Keywords

Industries: Banks - Global Insurance - Life Asset Management

Keywords: Financial Services Financial Bank Banking Insurance Investment Banking Wealth Management ING Group Asset Management Capital Market Capital Markets S&P/Tsx 60 Index Banking Products Financial Products Investment Banks Personal And Commercial Banking Retail Td Securities Advisors Bank Of Canada

TERM: Top Represented Industries & Keywords

Industries: Banks - Global Asset Management Banks - Regional - Canada

Keywords: Financial Services Bank Banking Advisors Banking Products Financial ING Group Insurance Investment Banking Investment Products Mutual Fund Mutual Funds Wealth Management Asset Management Bank Of Canada Bank Of Montreal Banking Services Capital Market Capital Markets Ci Financial