WSRI vs. PDF ETF Comparison
Comparison of Wealthsimple Na Socially Resp Index ETF (WSRI) to Purpose Core Dividend Fund (PDF)
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
$44.83
Average Daily Volume
3,937
Number of Holdings
*
4
* may have additional holdings in another (foreign) market
Purpose Core Dividend Fund
PDF Description
The fund seeks to provide shareholders with (i) long-term capital appreciation through investment in a portfolio of high quality North American dividend-paying equity securities; and (ii) monthly distributions. The fund invests in a portfolio of high quality North American dividend-paying equity securities based on a fundamental rules-based portfolio selection strategy that intends to create value and reduce risk over the investment period.Grade (RS Rating)
Last Trade
$34.20
Average Daily Volume
3,872
Number of Holdings
*
8
* may have additional holdings in another (foreign) market
Performance
| Period | WSRI | |
|---|---|---|
| 30 Days | 2.14% | 0.44% |
| 60 Days | 3.65% | 2.87% |
| 90 Days | 5.76% | 5.73% |
| 12 Months | 24.92% | 19.38% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WSRI | Weight in PDF | Overlap | |
|---|---|---|---|---|---|
| AEM | C | 1.8% | 3.4% | 1.8% |
WSRI: Top Represented Industries & Keywords
PDF: Top Represented Industries & Keywords
Compare ETFs
