XEN vs. MKC ETF Comparison

Comparison of iShares Jantzi Social Index ETF (XEN) to Mackenzie Maximum Diversification Canada Index ETF (MKC)

XEN

iShares Jantzi Social Index ETF

XEN Description

The investment seeks to replicate, net of expenses, the Jantzi Social Index. The index is comprised of securities of Canadian issuers selected by Jantzi based on criteria for identifying companies that reflect a higher standard of environmental and social performance.

Grade (RS Rating)

Last Trade

$37.31

Average Daily Volume

1,365

Number of Holdings ^*

8

* may have additional holdings in another (foreign) market

MKC

Mackenzie Maximum Diversification Canada Index ETF

MKC Description

Seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the TOBAM Maximum Diversification Canada Index, or any successor thereto. It invests primarily in Canadian equity securities.

Grade (RS Rating)

Last Trade

$34.26

Average Daily Volume

3,096

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	XEN	MKC
30 Days	3.75%	-4.86%
60 Days	7.09%	-4.09%
90 Days	7.61%	0.09%
12 Months	21.66%	20.53%

2 Overlapping Holdings

	Symbol	Grade	Weight in XEN	Weight in MKC	Overlap
	AEM	C	3.86%	3.49%	3.49%
	WPM	C	2.68%	3.21%	2.68%

XEN Overweight 6 Positions Relative to MKC

	Symbol	Grade	Weight
	SHOP	B	9.31%
	CNQ	B	6.84%
	BMO	A	6.37%
	CNR	F	6.03%
	SU	A	4.63%
	SLF	A	3.28%

XEN Underweight 8 Positions Relative to MKC

	Symbol	Grade	Weight
	X	B	-3.3%
	CM	A	-3.19%
	MRU	A	-3.17%
	L	B	-3.14%
	WSP	C	-3.09%
	DOL	B	-3.07%
	DSG	B	-3.06%
	BCE	F	-2.89%

XEN: Top Represented Industries & Keywords

Industries: Banks - Global Gold Insurance - Diversified Oil & Gas E&P Oil & Gas Integrated Railroads Silver Software - Application

Keywords: S&P/Tsx 60 Index Retail Marketing Mining Bank Crude Oil Energy Financial Financial Services Gold Insurance Integrated Mines Mobile Montreal Natural Gas Offshore Oil Oil Sands Petroleum

MKC: Top Represented Industries & Keywords

Industries: Grocery Stores Banks - Global Discount Stores Engineering & Construction Financial Exchanges Gold Silver Software - Application Telecom Services

Keywords: S&P/Tsx 60 Index Bank Health Mining Mobile Retailers Retailing Banking Capital Market Capital Markets Credit Drug Execution Financial Financial Products Financial Services Food Gold Government Integrated