ZFC vs. FIE ETF Comparison

Comparison of BMO SIA Focused Canadian Equity Fund (ZFC) to iShares Canadian Financial Monthly Income ETF (FIE)
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
FIE

iShares Canadian Financial Monthly Income ETF

FIE Description The investment seeks to comprise a portfolio of common shares, preferred shares, corporate bonds and income trust units from the Canadian financial sector. Up to 25% of the assets of the portfolio may be invested in securities of other Canadian issuers.

Grade (RS Rating)

Last Trade

$8.22

Average Daily Volume

129,007

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period ZFC FIE
30 Days 3.31% 2.95%
60 Days 7.91% 5.39%
90 Days 10.07% 12.01%
12 Months 14.83% 31.97%
3 Overlapping Holdings
Symbol Grade Weight in ZFC Weight in FIE Overlap
CM A 6.53% 7.92% 6.53%
FFH A 6.84% 5.35% 5.35%
MFC B 6.56% 7.38% 6.56%
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