WSRI vs. WXM ETF Comparison

Comparison of Wealthsimple Na Socially Resp Index ETF (WSRI) to First Asset Morningstar Canada Momentum Index ETF (WXM)
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
WXM

First Asset Morningstar Canada Momentum Index ETF

WXM Description The ETF has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Momentum Index™ (the “Index”), net of expenses. The ETF invests in equity securities of the largest and most liquid Canadian issuers based on proprietary research generated by Morningstar, and is designed to provide diversified exposure to Canadian issuers which have demonstrated, among other things, positive momentum in earnings and price.

Grade (RS Rating)

Last Trade

$32.64

Average Daily Volume

1,897

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period WSRI WXM
30 Days 2.14% 5.73%
60 Days 3.65% 10.83%
90 Days 5.76% 13.49%
12 Months 24.92% 34.24%
2 Overlapping Holdings
Symbol Grade Weight in WSRI Weight in WXM Overlap
AEM C 1.8% 3.43% 1.8%
WPM C 1.85% 3.5% 1.85%
Compare ETFs