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      UMAX vs. ZFC ETF Comparison

      Comparison of Hamilton Utilities Yield Maximizer ETF (UMAX) to BMO SIA Focused Canadian Equity Fund (ZFC)
      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

      $14.73

      Average Daily Volume

      70,661

      Number of Holdings *

      9

      * 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

      $42.66

      Average Daily Volume

      1,042

      Number of Holdings *

      8

      * may have additional holdings in another (foreign) market
      Performance
      Period UMAX ZFC
      30 Days 4.10% 1.38%
      60 Days -1.54% -0.16%
      90 Days -2.84% 2.84%
      12 Months 8.77%
      0 Overlapping Holdings
      Symbol Grade Weight in UMAX Weight in ZFC Overlap
      UMAX Overweight 9 Positions Relative to ZFC
      Symbol Grade Weight
      ENB C 8.11%
      PPL B 8.09%
      FTS B 8.06%
      EMA B 7.91%
      T C 7.91%
      BCE C 7.81%
      CNR D 7.59%
      H C 7.52%
      BIP.UN B 7.4%
      UMAX Underweight 8 Positions Relative to ZFC
      Symbol Grade Weight
      GSY C -6.86%
      CNQ B -6.85%
      DOL A -6.83%
      MEG D -6.73%
      STN C -6.61%
      K A -6.59%
      TRI A -6.57%
      TFII D -6.53%

      UMAX: Top Represented Industries & Keywords

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

      ZFC: Top Represented Industries & Keywords

      Industries: Oil & Gas E&P Capital Markets Credit Services Discount Stores Engineering & Construction Gold Trucking
      Keywords: Energy Mining Oil S&P/Tsx 60 Index Electronics Extraction Financial Marketing Oil Sands Petroleum Pipe Pipeline Accounting Analytics Architecture Athabasca Athabasca Oil Sands Bank Cleaning Commerce Platform
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