UMAX vs. ZUT ETF Comparison

Comparison of Hamilton Utilities Yield Maximizer ETF (UMAX) to BMO Equal Weight Utilities Index ETF (ZUT)
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
ZUT

BMO Equal Weight Utilities Index ETF

ZUT Description BMO Equal Weight Utilities Index ETF has been designed to replicate, to the extent possible, the performance of the Solactive Equal Weight Canada Utilities Index net of expenses. The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index

Grade (RS Rating)

Last Trade

$21.89

Average Daily Volume

46,894

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period UMAX ZUT
30 Days -1.89% -3.20%
60 Days -1.09% 4.40%
90 Days -0.34% 5.02%
12 Months -0.09% 16.06%
3 Overlapping Holdings
Symbol Grade Weight in UMAX Weight in ZUT Overlap
BIP.UN B 8.52% 7.13% 7.13%
FTS C 7.92% 7.16% 7.16%
H D 8.02% 7.01% 7.01%
Compare ETFs