XUT vs. WXM ETF Comparison

Comparison of iShares S&P/TSX Capped Utilities Index ETF (XUT) to First Asset Morningstar Canada Momentum Index ETF (WXM)
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

$28.55

Average Daily Volume

142,145

Number of Holdings *

10

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

First Asset Morningstar Canada Momentum Index ETF

WXM Description The ETF has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Momentum Index™ (the “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 have demonstrated, among other things, positive momentum in earnings and price.

Grade (RS Rating)

Last Trade

$32.64

Average Daily Volume

1,897

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period XUT WXM
30 Days -0.34% 5.73%
60 Days 1.13% 10.83%
90 Days 5.42% 13.49%
12 Months 15.83% 34.24%
1 Overlapping Holdings
Symbol Grade Weight in XUT Weight in WXM Overlap
CPX A 5.45% 3.68% 3.68%
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