PIN vs. WSRI ETF Comparison
Comparison of Purpose Monthly Income Fund (PIN) to Wealthsimple Na Socially Resp Index ETF (WSRI)
PIN
Purpose Monthly Income Fund
PIN Description
The Purpose Monthly Income Fund seeks to (i) maximize total return, consisting of dividend income and capital appreciation by tactically investing in a broad range of asset classes which may include equity, fixed income and inflation sensitive securities and cash; and (ii) to provide shareholders with stable monthly distributions.
Grade (RS Rating)
Last Trade
$17.98
Average Daily Volume
1,333
Number of Holdings
*
1
* 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
$44.83
Average Daily Volume
3,937
Number of Holdings
*
4
* may have additional holdings in another (foreign) market
Performance
| Period | PIN | WSRI |
|---|---|---|
| 30 Days | -0.75% | 2.14% |
| 60 Days | 0.18% | 3.65% |
| 90 Days | 1.94% | 5.76% |
| 12 Months | 8.82% | 24.92% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PIN | Weight in WSRI | Overlap | |
|---|---|---|---|---|---|
| AEM | C | 1.09% | 1.8% | 1.09% |
PIN Overweight 0 Positions Relative to WSRI
| Symbol | Grade | Weight |
|---|
PIN: Top Represented Industries & Keywords
WSRI: Top Represented Industries & Keywords
Compare ETFs
