NFAM vs. WSRI ETF Comparison

Comparison of Nbi Canadian Family Business ETF (NFAM) to Wealthsimple Na Socially Resp Index ETF (WSRI)

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

$32.68

Average Daily Volume

645

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WSRI

Wealthsimple Na Socially Resp Index ETF

WSRI Description

Seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Solactive Wealthsimple North America Socially Responsible Factor Index, or any successor thereto. It invests primarily in Canadian and US equity securities with the goal of achieving diversified exposure to companies that do not violate commonly held social and environmental values.

Grade (RS Rating)

Last Trade

$43.61

Average Daily Volume

3,093

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	NFAM	WSRI
30 Days	1.11%	1.30%
60 Days	5.32%	3.02%
90 Days	5.32%	4.93%
12 Months	28.31%	27.02%

1 Overlapping Holdings

	Symbol	Grade	Weight in NFAM	Weight in WSRI	Overlap
	WFG	B	2.34%	2.1%	2.1%

NFAM Overweight 8 Positions Relative to WSRI

Symbol	Grade	Weight
GLXY	B	2.61%
BBD.B	B	2.5%
IVN	B	2.49%
LUN	C	2.48%
NGEX	B	2.45%
SHOP	B	2.4%
TCL.A	B	2.37%
ATZ	D	2.34%

NFAM Underweight 3 Positions Relative to WSRI

Symbol	Grade	Weight
H	D	-5.31%
WPM	B	-1.85%
AEM	B	-1.8%

NFAM: Top Represented Industries & Keywords

Industries: Apparel Stores Banks - Regional - Latin America Capital Markets Copper Industrial Metals & Minerals Lumber & Wood Production Other Industrial Metals & Mining Software - Application Specialty Business Services

Keywords: Copper Mineral Retail Chemistry Cobalt E Commerce Gold Katanga Province Marketing Media Metal Metals Mineral Properties Mining Mobile Nickel Paper Porphyry Printing Acquisitions

WSRI: Top Represented Industries & Keywords

Industries: Gold Lumber & Wood Production Silver Utilities - Regulated Electric