NUSA vs. WXM ETF Comparison

Comparison of Nbi Active US Equity ETF (NUSA) to First Asset Morningstar Canada Momentum Index ETF (WXM)
NUSA

Nbi Active US Equity ETF

NUSA Description

The NBI Active U.S. Equity ETF’s investment objective is to provide long-term capital growth. It invests, directly or indirectly through investments in securities of other mutual funds, in a portfolio comprised primarily of common shares of U.S. companies.

Grade (RS Rating)

Last Trade

$41.91

Average Daily Volume

2,488

Number of Holdings *

1

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

First Asset Morningstar Canada Momentum Index ETF

WXM Description The ETF has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Momentum Index™ (the “Index”), net of expenses. The ETF invests in equity securities of the largest and most liquid Canadian issuers based on proprietary research generated by Morningstar, and is designed to provide diversified exposure to Canadian issuers which have demonstrated, among other things, positive momentum in earnings and price.

Grade (RS Rating)

Last Trade

$26.82

Average Daily Volume

4,500

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period NUSA WXM
30 Days 5.51% 2.13%
60 Days 0.77% 1.36%
90 Days 3.07% 4.23%
12 Months 29.91% 10.66%
0 Overlapping Holdings
Symbol Grade Weight in NUSA Weight in WXM Overlap
NUSA Overweight 1 Positions Relative to WXM
Symbol Grade Weight
WCN D 5.21%
NUSA Underweight 10 Positions Relative to WXM
Symbol Grade Weight
IVN C -4.3%
DOL A -3.76%
MEG D -3.65%
ARX B -3.58%
X C -3.56%
GIL C -3.47%
NA B -3.45%
TIH D -3.43%
PPL B -3.41%
FFH B -3.4%
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