ZFC vs. WXM ETF Comparison
Comparison of BMO SIA Focused Canadian Equity Fund (ZFC) to First Asset Morningstar Canada Momentum Index ETF (WXM)
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
$42.00
Average Daily Volume
960
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
WXM
First Asset Morningstar Canada Momentum Index ETF
WXM Description
The ETF has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Momentum Index™ (the “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 have demonstrated, among other things, positive momentum in earnings and price.Grade (RS Rating)
Last Trade
$26.33
Average Daily Volume
4,953
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
| Period | ZFC | WXM |
|---|---|---|
| 30 Days | 0.48% | 0.30% |
| 60 Days | -1.15% | 0.38% |
| 90 Days | -0.05% | 3.69% |
| 12 Months | 7.17% | 8.78% |
1 Overlapping Holdings
| Symbol | Grade | Weight in ZFC | Weight in WXM | Overlap | |
|---|---|---|---|---|---|
| MEG | B | 6.86% | 3.58% | 3.58% |
ZFC: Top Represented Industries & Keywords
WXM: Top Represented Industries & Keywords
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