WXM vs. NFAM ETF Comparison

Comparison of First Asset Morningstar Canada Momentum Index ETF (WXM) to Nbi Canadian Family Business ETF (NFAM)
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

$31.00

Average Daily Volume

1,586

Number of Holdings *

10

* 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

$32.68

Average Daily Volume

645

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period WXM NFAM
30 Days 4.24% 1.11%
60 Days 6.60% 5.32%
90 Days 12.93% 5.32%
12 Months 32.28% 28.31%
2 Overlapping Holdings
Symbol Grade Weight in WXM Weight in NFAM Overlap
ATZ D 3.48% 2.34% 2.34%
GLXY B 3.89% 2.61% 2.61%
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