ZFC vs. FXM ETF Comparison
Comparison of BMO SIA Focused Canadian Equity Fund (ZFC) to First Asset Morningstar Canada Value Index ETF (FXM)
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
$41.84
Average Daily Volume
963
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
FXM
First Asset Morningstar Canada Value Index ETF
FXM Description
The ETF has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Value 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 are considered to be “good value” based on characteristics like low price to earnings and low price to cash flow ratios.Grade (RS Rating)
Last Trade
$21.62
Average Daily Volume
3,194
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
Performance
| Period | ZFC | FXM |
|---|---|---|
| 30 Days | -0.62% | 0.65% |
| 60 Days | 0.29% | 4.09% |
| 90 Days | -0.43% | 6.07% |
| 12 Months | 6.76% | 4.62% |
1 Overlapping Holdings
| Symbol | Grade | Weight in ZFC | Weight in FXM | Overlap | |
|---|---|---|---|---|---|
| MEG | B | 6.86% | 3.51% | 3.51% |
ZFC: Top Represented Industries & Keywords
FXM: Top Represented Industries & Keywords
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