XEN vs. WXM ETF Comparison

Comparison of iShares Jantzi Social Index ETF (XEN) to First Asset Morningstar Canada Momentum Index ETF (WXM)
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

$37.67

Average Daily Volume

1,353

Number of Holdings *

8

* 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 XEN WXM
30 Days 3.95% 5.73%
60 Days 6.23% 10.83%
90 Days 8.12% 13.49%
12 Months 22.91% 34.24%
2 Overlapping Holdings
Symbol Grade Weight in XEN Weight in WXM Overlap
AEM C 3.86% 3.43% 3.43%
WPM C 2.68% 3.5% 2.68%
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