ZACE vs. CLU ETF Comparison

Comparison of BMO U.S. All Cap Equity Fund (ZACE) to iShares US Fundamental Hedged Common Class (CLU)

ZACE

BMO U.S. All Cap Equity Fund

ZACE Description

BMO U.S. All Cap Equity Fund objective is to provide long-term capital growth by investing primarily in equity securities of U.S. companies of any size of market capitalization.

Grade (RS Rating)

Last Trade

$49.37

Average Daily Volume

468

Number of Holdings ^*

2

* may have additional holdings in another (foreign) market

CLU

iShares US Fundamental Hedged Common Class

CLU Description

NA

Grade (RS Rating)

Last Trade

$56.83

Average Daily Volume

1,434

Number of Holdings ^*

2

* may have additional holdings in another (foreign) market

Performance

Period	ZACE	CLU
30 Days	5.02%	2.60%
60 Days	10.57%	4.03%
90 Days	14.28%	6.74%
12 Months	42.81%	25.52%

1 Overlapping Holdings

	Symbol	Grade	Weight in ZACE	Weight in CLU	Overlap
	BRK	B	2.97%	2.36%	2.36%

ZACE Overweight 1 Positions Relative to CLU

	Symbol	Grade	Weight
	SHOP	B	2.86%

ZACE Underweight 1 Positions Relative to CLU

	Symbol	Grade	Weight
	BOFA	A	-1.21%

ZACE: Top Represented Industries & Keywords

Industries: Insurance - Diversified Software - Application

Keywords: Aerospace Analytics Berkshire Hathaway Chemicals Commerce Platform E Commerce Electricity Electronics Fastener Financial Services Health Insurance Integrated Inventory Logistics Services Market Economics) Marketing Marketplace Media Mobile Natural Gas

CLU: Top Represented Industries & Keywords

Industries: Banks - Diversified Insurance - Diversified

Keywords: Financial Services Aerospace Alliance Bank Malaysia Asset Management Services Bank Banking Berkshire Hathaway Chemicals Derivative Products Economic History Of Italy Electricity Electronics Fastener Financial Products Health Insurance Investment Banks Investment Management Logistics Services Mizuho Americas Natural Gas