UMAX vs. XEN ETF Comparison
Comparison of Hamilton Utilities Yield Maximizer ETF (UMAX) to iShares Jantzi Social Index ETF (XEN)
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
$14.15
Average Daily Volume
69,317
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
XEN
iShares Jantzi Social Index ETF
XEN Description
The investment seeks to replicate, net of expenses, the Jantzi Social Index. The index is comprised of securities of Canadian issuers selected by Jantzi based on criteria for identifying companies that reflect a higher standard of environmental and social performance.Grade (RS Rating)
Last Trade
$33.49
Average Daily Volume
2,449
Number of Holdings
*
7
* may have additional holdings in another (foreign) market
Performance
| Period | UMAX | XEN |
|---|---|---|
| 30 Days | -4.52% | -0.83% |
| 60 Days | -5.60% | 2.07% |
| 90 Days | -6.17% | 3.43% |
| 12 Months | 7.05% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UMAX | Weight in XEN | Overlap | |
|---|---|---|---|---|---|
| CNR | D | 8.49% | 7.05% | 7.05% |
UMAX: Top Represented Industries & Keywords
XEN: Top Represented Industries & Keywords
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