XEN vs. ZFC ETF Comparison
Comparison of iShares Jantzi Social Index ETF (XEN) to BMO SIA Focused Canadian Equity Fund (ZFC)
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
$36.99
Average Daily Volume
1,350
Number of Holdings
*
8
* may have additional holdings in another (foreign) market
ZFC
BMO SIA Focused Canadian Equity Fund
ZFC Description
This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of Canadian equities.Grade (RS Rating)
Last Trade
$45.45
Average Daily Volume
932
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
| Period | XEN | ZFC |
|---|---|---|
| 30 Days | 2.66% | 2.48% |
| 60 Days | 5.60% | 8.45% |
| 90 Days | 6.69% | 8.16% |
| 12 Months | 21.09% | 14.45% |
1 Overlapping Holdings
| Symbol | Grade | Weight in XEN | Weight in ZFC | Overlap | |
|---|---|---|---|---|---|
| WPM | C | 2.68% | 6.61% | 2.68% |
XEN: Top Represented Industries & Keywords
ZFC: Top Represented Industries & Keywords
Compare ETFs
