UMAX vs. ZDV ETF Comparison

Comparison of Hamilton Utilities Yield Maximizer ETF (UMAX) to BMO Canadian Dividend ETF (ZDV)
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

$14.76

Average Daily Volume

137,045

Number of Holdings *

9

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

BMO Canadian Dividend ETF

ZDV Description BMO Canadian Dividend ETF seeks to provide exposure to the performance of a yield weighted portfolio of Canadian dividend paying stocks. The selected companies will have the potential for long-term capital appreciation.

Grade (RS Rating)

Last Trade

$22.86

Average Daily Volume

42,263

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period UMAX ZDV
30 Days -1.70% 1.55%
60 Days -1.47% 4.07%
90 Days -0.30% 7.58%
12 Months -0.07% 21.96%
4 Overlapping Holdings
Symbol Grade Weight in UMAX Weight in ZDV Overlap
BCE F 7.63% 4.22% 4.22%
ENB A 7.97% 5.17% 5.17%
T D 7.66% 3.3% 3.3%
TRP A 8.24% 3.68% 3.68%
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