XUT vs. UMAX ETF Comparison

Comparison of iShares S&P/TSX Capped Utilities Index ETF (XUT) to Hamilton Utilities Yield Maximizer ETF (UMAX)
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

$27.84

Average Daily Volume

170,112

Number of Holdings *

10

* may have additional holdings in another (foreign) market
UMAX

Hamilton Utilities Yield Maximizer ETF

UMAX Description UMAX is designed for attractive monthly income, while providing exposure to a portfolio of utility services equity securities, primarily domiciled/listed in Canada and the U.S. To reduce volatility and augment dividend income, UMAX will employ an active covered call strategy.

Grade (RS Rating)

Last Trade

$14.55

Average Daily Volume

123,496

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period XUT UMAX
30 Days -2.21% -1.89%
60 Days 2.98% -1.09%
90 Days 3.91% -0.34%
12 Months 13.18% -0.09%
4 Overlapping Holdings
Symbol Grade Weight in XUT Weight in UMAX Overlap
BIP.UN B 15.96% 8.52% 8.52%
EMA C 11.19% 8.12% 8.12%
FTS C 22.16% 7.92% 7.92%
H D 10.85% 8.02% 8.02%
Compare ETFs