UMAX vs. ZWC ETF Comparison

Comparison of Hamilton Utilities Yield Maximizer ETF (UMAX) to BMO Canadian High Dividend Covered Call ETF (ZWC)
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

$14.95

Average Daily Volume

93,471

Number of Holdings *

9

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

BMO Canadian High Dividend Covered Call ETF

ZWC Description BMO Canadian High Dividend Covered Call ETF seeks to provide exposure to the performance of a portfolio of dividend paying Canadian companies to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options.

Grade (RS Rating)

Last Trade

$18.10

Average Daily Volume

82,438

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period UMAX ZWC
30 Days 1.91% 2.78%
60 Days 3.46% 4.62%
90 Days 7.77% 9.06%
12 Months -0.84% 9.37%
3 Overlapping Holdings
Symbol Grade Weight in UMAX Weight in ZWC Overlap
BCE B 7.8% 4.98% 4.98%
ENB B 7.9% 4.85% 4.85%
TRP C 7.77% 3.98% 3.98%
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