ZFC vs. NFAM ETF Comparison

Comparison of BMO SIA Focused Canadian Equity Fund (ZFC) to Nbi Canadian Family Business ETF (NFAM)
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

$45.10

Average Daily Volume

1,000

Number of Holdings *

10

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

Nbi Canadian Family Business ETF

NFAM Description The Canadian Family Business ETF’s investment objective is to generate long-term capital growth by replicating, to the extent reasonably possible and before fees and expenses, the performance of a Canadian equity index that measures the investment return of family-owned Canadian companies that are publicly listed. Currently, the Canadian Family Business ETF tracks the performance of the NBC Canadian Family Index (or any successor thereto).

Grade (RS Rating)

Last Trade

$32.68

Average Daily Volume

645

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period ZFC NFAM
30 Days 5.66% 1.11%
60 Days 7.41% 5.32%
90 Days 6.88% 5.32%
12 Months 19.01% 28.31%
1 Overlapping Holdings
Symbol Grade Weight in ZFC Weight in NFAM Overlap
ATZ D 7.03% 2.34% 2.34%
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