HMAX vs. ZEO ETF Comparison

Comparison of Hamilton CDN Financial Yld Maximizer ETF (HMAX) to BMO S&P/TSX Equal Weight Oil & Gas Index ETF (ZEO)
HMAX

Hamilton CDN Financial Yld Maximizer ETF

HMAX Description

NA

Grade (RS Rating)

Last Trade

$14.58

Average Daily Volume

233,966

Number of Holdings *

8

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

BMO S&P/TSX Equal Weight Oil & Gas Index ETF

ZEO Description BMO Equal Weight Oil & Gas Index ETF seeks to replicate, to the extent possible, the performance of an equal weight Canadian large-cap oil and gas companies index, net of expenses. Currently, BMO Equal Weight Oil & Gas Index ETF seeks to replicate the performance of the Solactive Equal Weight Canada Oil & Gas Index.

Grade (RS Rating)

Last Trade

$75.36

Average Daily Volume

11,582

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period HMAX ZEO
30 Days 2.52% 6.34%
60 Days 8.35% 1.40%
90 Days 9.81% 6.28%
12 Months 24.37% 15.10%
0 Overlapping Holdings
Symbol Grade Weight in HMAX Weight in ZEO Overlap
HMAX Overweight 8 Positions Relative to ZEO
Symbol Grade Weight
BN A 12.3%
BNS A 9.13%
BMO B 9.04%
CM A 8.23%
MFC A 7.41%
IFC A 5.04%
SLF A 4.78%
NA B 4.63%
HMAX Underweight 10 Positions Relative to ZEO
Symbol Grade Weight
SU C -9.94%
CVE D -9.78%
KEY A -9.68%
IMO B -9.57%
PPL A -9.37%
TRP B -9.05%
ENB A -8.96%
ARX D -8.54%
CNQ C -8.5%
TOU C -8.34%
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