XUT vs. FXM ETF Comparison
Comparison of iShares S&P/TSX Capped Utilities Index ETF (XUT) to First Asset Morningstar Canada Value Index ETF (FXM)
XUT
iShares S&P/TSX Capped Utilities Index ETF
XUT Description
The investment seeks to replicate, net of expenses, the performance of the S&P/TSX Capped Utilities index. The index is comprised of securities of Canadian utilities sector issuers listed on the TSX.
Grade (RS Rating)
Last Trade
$28.13
Average Daily Volume
146,553
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
FXM
First Asset Morningstar Canada Value Index ETF
FXM Description
The ETF has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Value 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 are considered to be “good value” based on characteristics like low price to earnings and low price to cash flow ratios.Grade (RS Rating)
Last Trade
$25.26
Average Daily Volume
2,122
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | XUT | FXM |
---|---|---|
30 Days | -2.49% | 1.08% |
60 Days | -1.29% | 5.34% |
90 Days | 4.25% | 9.21% |
12 Months | 12.54% | 24.63% |
1 Overlapping Holdings
Symbol | Grade | Weight in XUT | Weight in FXM | Overlap | |
---|---|---|---|---|---|
NPI | D | 4.37% | 3.4% | 3.4% |
XUT: Top Represented Industries & Keywords
FXM: Top Represented Industries & Keywords