XEN vs. ZWU ETF Comparison
Comparison of iShares Jantzi Social Index ETF (XEN) to BMO Covered Call Utilities ETF (ZWU)
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
$33.58
Average Daily Volume
2,531
Number of Holdings
*
7
* may have additional holdings in another (foreign) market
ZWU
BMO Covered Call Utilities ETF
ZWU Description
BMO Covered Call Utilities ETF seeks to provide exposure to the performance of a portfolio of utilities companies to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options.Grade (RS Rating)
Last Trade
$10.03
Average Daily Volume
221,202
Number of Holdings
*
6
* may have additional holdings in another (foreign) market
Performance
| Period | XEN | ZWU |
|---|---|---|
| 30 Days | 0.24% | -0.50% |
| 60 Days | 3.10% | -1.17% |
| 90 Days | 3.61% | -1.94% |
| 12 Months | 8.97% | -7.96% |
1 Overlapping Holdings
| Symbol | Grade | Weight in XEN | Weight in ZWU | Overlap | |
|---|---|---|---|---|---|
| BCE | F | 2.87% | 4.55% | 2.87% |
XEN: Top Represented Industries & Keywords
ZWU: Top Represented Industries & Keywords
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