RBOT vs. ZFC ETF Comparison

Comparison of Horizons Robotics Automation Idx ETF (RBOT) to BMO SIA Focused Canadian Equity Fund (ZFC)

RBOT

Horizons Robotics Automation Idx ETF

RBOT Description

The investment objective of the ETF is to seek to replicate, to the extent possible, the performance of the Indxx Global Robotics & Artificial Intelligence Thematic Index net of expenses. The Underlying Index is designed to provide exposure to the performance of equity securities of companies that are involved in the development of robotics and/or artificial intelligence. Horizons RBOT seeks to hedge its U.S. dollar value of its portfolio to the Canadian dollar at all times.

Grade (RS Rating)

Last Trade

$32.05

Average Daily Volume

1,082

Number of Holdings ^*

* 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 ^*

* may have additional holdings in another (foreign) market

Performance

Period	RBOT	ZFC
30 Days	4.16%	3.31%
60 Days	7.08%	7.91%
90 Days	4.33%	10.07%
12 Months	-95.80%	14.83%

0 Overlapping Holdings

	Symbol	Grade	Weight in RBOT	Weight in ZFC	Overlap

RBOT Overweight 1 Positions Relative to ZFC

	Symbol	Grade	Weight
	ABBV	D	9.69%

RBOT Underweight 10 Positions Relative to ZFC

Symbol	Grade	Weight
ATZ	D	-7.03%
FFH	A	-6.84%
CIGI	D	-6.77%
GIL	A	-6.71%
K	C	-6.62%
WPM	C	-6.61%
CSU	A	-6.6%
DOL	B	-6.59%
MFC	A	-6.56%
CM	A	-6.53%

RBOT: Top Represented Industries & Keywords

Industries: Drug Manufacturers - General

ZFC: Top Represented Industries & Keywords

Industries: Apparel Manufacturing Apparel Stores Banks - Global Discount Stores Gold Insurance - Life Insurance - Property & Casualty Real Estate Services Silver Software - Application