HLFE vs. ZWS ETF Comparison

Comparison of Harvest Canadian Equity Enhanced Income Leaders (HLFE) to BMO US High Div Cov Call Hgd ETF (ZWS)

HLFE

Harvest Canadian Equity Enhanced Income Leaders

HLFE Description

This ETF is built to deliver enhanced income and growth opportunities by applying modest leverage to the Harvest Canadian Equity Income Leaders ETF (HLIF:TSX). It offers access to the same portfolio of dividend-paying Canadian companies, with enhanced monthly cashflow. Canada is home to some of the most dominant companies in the world. In industries like banking, telecommunications, energy, and utilities a few key players have huge market shares, significant financial reserves, and long histories of dividend payment. This ETF captures these potent traits of Canada’s leading companies by combining them with Harvest’s process for generating equity income.

Grade (RS Rating)

Last Trade

$9.40

Average Daily Volume

4,067

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ZWS

BMO US High Div Cov Call Hgd ETF

ZWS Description

BMO US High Dividend Covered Call Hedged to CAD ETF seeks to provide exposure to the performance of a portfolio of dividend paying U.S. companies to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options. BMO US High Dividend Covered Call Hedged to CAD ETF will invest in or use derivative instruments to seek to hedge U.S. currency exposure.

Grade (RS Rating)

Last Trade

$21.13

Average Daily Volume

3,816

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HLFE	ZWS
30 Days	-6.47%	2.47%
60 Days	-3.39%	2.81%
90 Days	-4.67%	4.59%
12 Months	-3.98%	11.08%

0 Overlapping Holdings

	Symbol	Grade	Weight in HLFE	Weight in ZWS	Overlap

HLFE Overweight 1 Positions Relative to ZWS

	Symbol	Grade	Weight
	HLIF	A	126.0%

HLFE Underweight 1 Positions Relative to ZWS

	Symbol	Grade	Weight
	ZWH	A	-100.18%

HLFE: Top Represented Industries & Keywords

Industries:

Keywords: Corporate Development Dividend Exchange Traded Funds Financial Markets Shareholders

ZWS: Top Represented Industries & Keywords

Industries:

Keywords: Covered Call Dividend Dow Etf Exchange Traded Funds Financial Markets Options S&P 500 Dividend Aristocrats Shareholders