HUTE vs. ZZZD ETF Comparison

Comparison of Harvest Equal Weight Global Utilities Enhanced Income ETF (HUTE) to BMO Tactical Dividend ETF Fund (ZZZD)

HUTE

Harvest Equal Weight Global Utilities Enhanced Income ETF

HUTE Description

The utilities sector is extremely attractive for defensive and income-oriented investors. Electric utilities providers, telecom companies, and oil & gas pipeline operators all have huge scale, significant barriers to entry, and near-monopolies in their markets. By holding a portfolio diversified by sector and geography and applying a covered call strategy this ETF maximizes the defensiveness and income potential of utilities.

Grade (RS Rating)

Last Trade

$10.11

Average Daily Volume

8,605

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ZZZD

BMO Tactical Dividend ETF Fund

ZZZD Description

This fund’s objective is to provide long term capital growth and current income by investing primarily in a diversified portfolio of exchange traded funds that invest in income producing securities. The fund’s asset mix may be changed over time to reflect the portfolio manager’s outlook for each asset class.

Grade (RS Rating)

Last Trade

$29.16

Average Daily Volume

2,541

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUTE	ZZZD
30 Days	7.55%	3.26%
60 Days	8.01%	5.23%
90 Days	8.59%	3.77%
12 Months	-3.44%	2.75%

0 Overlapping Holdings

	Symbol	Grade	Weight in HUTE	Weight in ZZZD	Overlap

HUTE Overweight 1 Positions Relative to ZZZD

	Symbol	Grade	Weight
	HUTL	A	126.45%

HUTE Underweight 6 Positions Relative to ZZZD

Symbol	Grade	Weight
ZDI	A	-25.41%
ZWP	A	-16.89%
ZPAY	A	-16.36%
ZGD	A	-8.43%
ZWU	A	-6.09%
ZDY	A	-4.87%

HUTE: Top Represented Industries & Keywords

Industries:

Keywords: Covered Call Etf Exchange Traded Funds Income Trust Mathematical Finance Options Technical Analysis Utilities Volatility Writing

ZZZD: Top Represented Industries & Keywords

Industries: