WSRI vs. NFAM ETF Comparison
Comparison of Wealthsimple Na Socially Resp Index ETF (WSRI) to Nbi Canadian Family Business ETF (NFAM)
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
$44.47
Average Daily Volume
3,931
Number of Holdings
*
4
* may have additional holdings in another (foreign) market
NFAM
Nbi Canadian Family Business ETF
NFAM Description
The Canadian Family Business ETF’s investment objective is to generate long-term capital growth by replicating, to the extent reasonably possible and before fees and expenses, the performance of a Canadian equity index that measures the investment return of family-owned Canadian companies that are publicly listed. Currently, the Canadian Family Business ETF tracks the performance of the NBC Canadian Family Index (or any successor thereto).Grade (RS Rating)
Last Trade
$33.13
Average Daily Volume
647
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
Performance
| Period | WSRI | NFAM |
|---|---|---|
| 30 Days | 1.07% | -0.24% |
| 60 Days | 2.73% | 6.25% |
| 90 Days | 4.91% | 5.80% |
| 12 Months | 23.92% | 32.86% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WSRI | Weight in NFAM | Overlap | |
|---|---|---|---|---|---|
| WFG | C | 2.1% | 2.34% | 2.1% |
WSRI: Top Represented Industries & Keywords
NFAM: Top Represented Industries & Keywords
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