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      UMAX vs. HEX ETF Comparison

      Comparison of Hamilton Utilities Yield Maximizer ETF (UMAX) to Horizons Enhanced Income Equity Common Class (HEX)
      UMAX

      Hamilton Utilities Yield Maximizer ETF

      UMAX Description

      UMAX is designed for attractive monthly income, while providing exposure to a portfolio of utility services equity securities, primarily domiciled/listed in Canada and the U.S. To reduce volatility and augment dividend income, UMAX will employ an active covered call strategy.

      Grade (RS Rating)

      Last Trade

      $14.61

      Average Daily Volume

      132,954

      Number of Holdings *

      9

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

      Horizons Enhanced Income Equity Common Class

      HEX Description NA

      Grade (RS Rating)

      Last Trade

      $11.90

      Average Daily Volume

      8,316

      Number of Holdings *

      8

      * may have additional holdings in another (foreign) market
      Performance
      Period UMAX HEX
      30 Days -2.57% 0.00%
      60 Days -3.41% 0.00%
      90 Days -0.24% 0.00%
      12 Months -0.92% -3.07%
      0 Overlapping Holdings
      Symbol Grade Weight in UMAX Weight in HEX Overlap
      UMAX Overweight 9 Positions Relative to HEX
      Symbol Grade Weight
      BIP.UN B 8.52%
      TRP A 8.24%
      EMA C 8.12%
      H D 8.02%
      ENB A 7.97%
      PPL A 7.96%
      FTS A 7.92%
      T D 7.66%
      BCE F 7.63%
      UMAX Underweight 8 Positions Relative to HEX
      Symbol Grade Weight
      BB D -6.19%
      CNQ B -5.14%
      SU A -4.31%
      BMO A -4.15%
      SHOP B -3.81%
      POW B -3.68%
      BNS A -3.66%
      NTR D -3.58%

      UMAX: Top Represented Industries & Keywords

      Industries: Oil & Gas Midstream Telecom Services Utilities - Diversified Utilities - Regulated Electric
      Keywords: Energy Natural Gas Communications Electricity S&P/Tsx 60 Index Energy Segment Infrastructure Liquids Pipe Pipeline Storage Telecommunications Transport Transportation Utilities Broadband Communications Service Communications Services Crude Oil Electric Power Transmission

      HEX: Top Represented Industries & Keywords

      Industries: Banks - Global Agricultural Inputs Communication Equipment Insurance - Life Oil & Gas E&P Oil & Gas Integrated Software - Application
      Keywords: S&P/Tsx 60 Index Energy Financial Services Marketing Natural Gas Retail Bank Banking Banking Products Communications Crude Oil Electricity Financial ING Group Insurance Integrated Investment Banking Mobile Offshore Oil
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