ZFC vs. CDZ ETF Comparison
Comparison of BMO SIA Focused Canadian Equity Fund (ZFC) to iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
ZFC
BMO SIA Focused Canadian Equity Fund
ZFC Description
This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of Canadian equities.
Grade (RS Rating)
Last Trade
$46.23
Average Daily Volume
738
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
CDZ
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF
CDZ Description
The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Canadian Dividend Aristocrats index. The index consists of common stocks or income trusts listed on the Toronto Stock Exchange which are constituents of the S&P Canada Broad Market index (BMI). The security must have increased ordinary cash dividends every year for at least five consecutive years, and the float-adjusted market capitalization of the security, at the time of the review, must be at least C$ 300 million.Grade (RS Rating)
Last Trade
$36.97
Average Daily Volume
14,256
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | ZFC | CDZ |
---|---|---|
30 Days | 3.31% | 1.43% |
60 Days | 7.91% | 5.23% |
90 Days | 10.07% | 9.40% |
12 Months | 14.83% | 28.32% |
1 Overlapping Holdings
Symbol | Grade | Weight in ZFC | Weight in CDZ | Overlap | |
---|---|---|---|---|---|
CM | A | 6.53% | 2.18% | 2.18% |
ZFC: Top Represented Industries & Keywords
CDZ: Top Represented Industries & Keywords