UMAX vs. XEI ETF Comparison
Comparison of Hamilton Utilities Yield Maximizer ETF (UMAX) to iShares Core S&P/TSX Composite High Dividend Index ETF (XEI)
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
$14.55
Average Daily Volume
123,496
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
XEI
iShares Core S&P/TSX Composite High Dividend Index ETF
XEI Description
The investment seeks to replicate, net of expenses, the performance of the S&P/TSX Composite High Dividend Index. The index is comprised of 50 to 75 stocks selected from the S&P/TSX Composite Dividend Index. Index constituents are ranked and selected based on their indicated dividend and are capped at 5% weight, while each sector is capped at 30% weight.Grade (RS Rating)
Last Trade
$27.33
Average Daily Volume
100,714
Number of Holdings
*
8
* may have additional holdings in another (foreign) market
Performance
Period | UMAX | XEI |
---|---|---|
30 Days | -1.89% | 0.25% |
60 Days | -1.09% | 3.85% |
90 Days | -0.34% | 7.93% |
12 Months | -0.09% | 17.89% |
UMAX: Top Represented Industries & Keywords
XEI: Top Represented Industries & Keywords