ZFC vs. XCS ETF Comparison
Comparison of BMO SIA Focused Canadian Equity Fund (ZFC) to iShares S&P/TSX SmallCap Index ETF (XCS)
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
$42.33
Average Daily Volume
913
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
XCS
iShares S&P/TSX SmallCap Index ETF
XCS Description
The investment seeks to replicate, net of expenses, the S&P/TSX SmallCap Index. The index is comprised of smaller (by market capitalization) securities listed on the TSX, selected by S&P using its industrial classifications and guidelines for evaluating issuer capitalization, liquidity and fundamentals.Grade (RS Rating)
Last Trade
$19.53
Average Daily Volume
7,923
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
Performance
Period | ZFC | XCS |
---|---|---|
30 Days | -0.84% | 1.98% |
60 Days | 0.79% | 9.23% |
90 Days | 2.05% | 7.96% |
12 Months | 8.40% | 8.08% |
1 Overlapping Holdings
Symbol | Grade | Weight in ZFC | Weight in XCS | Overlap | |
---|---|---|---|---|---|
ATH | D | 6.95% | 1.37% | 1.37% |
ZFC: Top Represented Industries & Keywords
XCS: Top Represented Industries & Keywords