WSRI vs. BLOV ETF Comparison
Comparison of Wealthsimple Na Socially Resp Index ETF (WSRI) to Brompton Na Low Volatility Dividend ETF (BLOV)
WSRI
Wealthsimple Na Socially Resp Index ETF
WSRI Description
Seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Solactive Wealthsimple North America Socially Responsible Factor Index, or any successor thereto. It invests primarily in Canadian and US equity securities with the goal of achieving diversified exposure to companies that do not violate commonly held social and environmental values.
Grade (RS Rating)
Last Trade
$41.92
Average Daily Volume
2,176
Number of Holdings
*
4
* may have additional holdings in another (foreign) market
BLOV
Brompton Na Low Volatility Dividend ETF
BLOV Description
The investment objectives of the ETF are to provide unitholders with stable monthly cash distributions, and the opportunity for capital appreciation and lower overall volatility of portfolio returns than would otherwise be experienced by owning securities of global Real Asset Companies (as defined in the Prospectus) directly. The ETF seeks to hedge substantially all of its direct foreign currency exposure back to the Canadian dollar.Grade (RS Rating)
Last Trade
$23.34
Average Daily Volume
307
Number of Holdings
*
2
* may have additional holdings in another (foreign) market
Performance
Period | WSRI | BLOV |
---|---|---|
30 Days | 4.07% | 3.74% |
60 Days | 5.94% | 3.92% |
90 Days | 4.46% | 4.65% |
12 Months | 17.83% | 11.47% |
1 Overlapping Holdings
Symbol | Grade | Weight in WSRI | Weight in BLOV | Overlap | |
---|---|---|---|---|---|
H | A | 5.18% | 5.26% | 5.18% |
WSRI Underweight 1 Positions Relative to BLOV
Symbol | Grade | Weight | |
---|---|---|---|
L | A | -4.75% |
WSRI: Top Represented Industries & Keywords
BLOV: Top Represented Industries & Keywords
Industries:
Grocery Stores
Utilities - Regulated Electric