XMU vs. ZSP ETF Comparison

Comparison of iShares Edge MSCI Min Vol USA Index ETF (XMU) to BMO S&P 500 Index ETF (ZSP)

XMU

iShares Edge MSCI Min Vol USA Index ETF

XMU Description

The investment seeks to replicate, net of expense, the MSCI USA Minimum Volatility Index USD. The fund will invest primarily in shares of one or more US iShares Funds such that the resulting portfolio will have characteristics that closely match the characteristics of the underlying index. The index measures the performance of equity securities in both emerging and developed markets that have lower volatility relative to the equity securities included in the MSCI USA Index.

Grade (RS Rating)

Last Trade

$83.00

Average Daily Volume

2,249

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ZSP

BMO S&P 500 Index ETF

ZSP Description

The BMO S&P 500 Index ETF has been designed to replicate, to the extent possible, the performance of the S&P 500 Index, net of expenses. The ETF invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index.

Grade (RS Rating)

Last Trade

$84.80

Average Daily Volume

312,714

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	XMU	ZSP
30 Days	1.57%	1.72%
60 Days	5.25%	2.61%
90 Days	7.27%	3.67%
12 Months	22.18%	31.67%

1 Overlapping Holdings

	Symbol	Grade	Weight in XMU	Weight in ZSP	Overlap
	BRK	B	1.58%	1.72%	1.58%

XMU Overweight 0 Positions Relative to ZSP

	Symbol	Grade	Weight

XMU Underweight 0 Positions Relative to ZSP

	Symbol	Grade	Weight

XMU: Top Represented Industries & Keywords

Industries: Insurance - Diversified

Keywords: Aerospace Berkshire Hathaway Chemicals Electricity Electronics Fastener Financial Services Health Insurance Logistics Services Natural Gas Natural Gas Distribution Power Generation Applications Reinsurance Companies

ZSP: Top Represented Industries & Keywords

Industries: Insurance - Diversified