NFAM vs. ZFC ETF Comparison

Comparison of Nbi Canadian Family Business ETF (NFAM) to BMO SIA Focused Canadian Equity Fund (ZFC)
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
ZFC

BMO SIA Focused Canadian Equity Fund

ZFC Description This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of Canadian equities.

Grade (RS Rating)

Last Trade

$46.23

Average Daily Volume

738

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period NFAM ZFC
30 Days -0.24% 3.31%
60 Days 6.25% 7.91%
90 Days 5.80% 10.07%
12 Months 32.86% 14.83%
1 Overlapping Holdings
Symbol Grade Weight in NFAM Weight in ZFC Overlap
ATZ D 2.34% 7.03% 2.34%
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