WXM vs. PDF ETF Comparison
Comparison of First Asset Morningstar Canada Momentum Index ETF (WXM) to Purpose Core Dividend Fund (PDF)
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
10
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
8
Performance
Period | WXM | |
---|---|---|
30 Days | 5.73% | 0.44% |
60 Days | 10.83% | 2.87% |
90 Days | 13.49% | 5.73% |
12 Months | 34.24% | 19.38% |
1 Overlapping Holdings
Symbol | Grade | Weight in WXM | Weight in PDF | Overlap | |
---|---|---|---|---|---|
AEM | C | 3.43% | 3.4% | 3.4% |
WXM: Top Represented Industries & Keywords
PDF: Top Represented Industries & Keywords