NFAM vs. XBM ETF Comparison

Comparison of Nbi Canadian Family Business ETF (NFAM) to iShares S&P/TSX Global Base Metals Index ETF (XBM)

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

$33.13

Average Daily Volume

647

Number of Holdings ^*

9

* may have additional holdings in another (foreign) market

XBM

iShares S&P/TSX Global Base Metals Index ETF

XBM Description

The investment seeks to replicate, net of expenses, the performance of the S&P/TSX Global Base Metals index. The index is designed to provide an investable index of securities issued by Canadian and non-Canadian constituent issuers involved in the production or extraction of base metals.

Grade (RS Rating)

Last Trade

$21.74

Average Daily Volume

19,023

Number of Holdings ^*

4

* may have additional holdings in another (foreign) market

Performance

Period	NFAM	XBM
30 Days	-0.24%	-2.32%
60 Days	6.25%	6.99%
90 Days	5.80%	6.88%
12 Months	32.86%	26.25%

2 Overlapping Holdings

	Symbol	Grade	Weight in NFAM	Weight in XBM	Overlap
	IVN	C	2.49%	8.47%	2.49%
	LUN	C	2.48%	5.44%	2.48%

NFAM Overweight 7 Positions Relative to XBM

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

NFAM Underweight 2 Positions Relative to XBM

	Symbol	Grade	Weight
	FM	B	-7.33%
	CS	C	-3.45%

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

XBM: Top Represented Industries & Keywords

Industries: Copper Industrial Metals & Minerals

Keywords: Copper Metal Mining Cobalt Gold Metals Mineral Mineral Properties Mines Nickel Base Metal Chemistry Copper Mining In The Democratic Republic Of The Congo Katanga Province Zinc Base Metal Deposits Bushveld Bushveld Complex Bushveld Igneous Complex Candelaria