WSRI vs. ZLB ETF Comparison

Comparison of Wealthsimple Na Socially Resp Index ETF (WSRI) to BMO Low Volatility Canadian Equity ETF (ZLB)
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

$39.79

Average Daily Volume

3,290

Number of Holdings *

4

* may have additional holdings in another (foreign) market
ZLB

BMO Low Volatility Canadian Equity ETF

ZLB Description BMO Low Volatility Canadian Equity ETF seeks to provide exposure to the performance of a portfolio of Canadian equities that have lower sensitivity to market movements with the potential for long-term capital appreciation.

Grade (RS Rating)

Last Trade

$43.19

Average Daily Volume

47,598

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period WSRI ZLB
30 Days -2.16% -2.09%
60 Days 0.76% 1.94%
90 Days 0.25% -0.94%
12 Months 13.33% 4.83%
2 Overlapping Holdings
Symbol Grade Weight in WSRI Weight in ZLB Overlap
AEM C 2.09% 3.0% 2.09%
H B 4.67% 3.48% 3.48%
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