UTIL vs. UMAX ETF Comparison

Comparison of Horizons Canadian Utility Services High Dividend Index ETF (UTIL) to Hamilton Utilities Yield Maximizer ETF (UMAX)
UTIL

Horizons Canadian Utility Services High Dividend Index ETF

UTIL Description

Horizons Canadian Utility Services High Dividend Index ETF is an exchange traded fund launched and managed by Horizons ETFs Management (Canada) Inc. The fund invests in public equity markets of Canada. The fund invests in stocks of companies operating across communication services, telecommunication services, energy, oil, gas and consumable fuels, oil and gas storage transportation, natural gas pipelines, oil and gas pipelines sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. The fund seeks to track the performance of the Solactive Canadian Utility Services High Dividend Index, by using full replication technique. Horizons Canadian Utility Services High Dividend Index ETF was formed on August 9, 2022 and is domiciled in Canada.

Grade (RS Rating)

Last Trade

$22.37

Average Daily Volume

838

Number of Holdings *

10

* may have additional holdings in another (foreign) market
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

$14.59

Average Daily Volume

136,616

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period UTIL UMAX
30 Days -3.33% -2.99%
60 Days 0.72% -2.40%
90 Days 4.68% -0.68%
12 Months 12.49% -0.76%
9 Overlapping Holdings
Symbol Grade Weight in UTIL Weight in UMAX Overlap
BCE F 7.73% 7.63% 7.63%
BIP.UN B 9.03% 8.52% 8.52%
EMA C 8.53% 8.12% 8.12%
ENB A 8.41% 7.97% 7.97%
FTS A 8.38% 7.92% 7.92%
H C 8.79% 8.02% 8.02%
PPL A 8.44% 7.96% 7.96%
T D 7.69% 7.66% 7.66%
TRP A 9.1% 8.24% 8.24%
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