ZFC vs. WSRI ETF Comparison
Comparison of BMO SIA Focused Canadian Equity Fund (ZFC) to Wealthsimple Na Socially Resp Index ETF (WSRI)
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
$40.74
Average Daily Volume
1,136
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
WSRI
Wealthsimple Na Socially Resp Index ETF
WSRI Description
Seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Solactive Wealthsimple North America Socially Responsible Factor Index, or any successor thereto. It invests primarily in Canadian and US equity securities with the goal of achieving diversified exposure to companies that do not violate commonly held social and environmental values.Grade (RS Rating)
Last Trade
$41.92
Average Daily Volume
2,176
Number of Holdings
*
4
* may have additional holdings in another (foreign) market
Performance
Period | ZFC | WSRI |
---|---|---|
30 Days | -1.07% | 4.07% |
60 Days | -4.84% | 5.94% |
90 Days | -4.10% | 4.46% |
12 Months | 0.89% | 17.83% |
ZFC: Top Represented Industries & Keywords
WSRI: Top Represented Industries & Keywords