ZFC vs. XRE ETF Comparison
Comparison of BMO SIA Focused Canadian Equity Fund (ZFC) to iShares S&P/TSX Capped REIT Index ETF (XRE)
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
$42.69
Average Daily Volume
935
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
XRE
iShares S&P/TSX Capped REIT Index ETF
XRE Description
iShares S&P/TSX Capped REIT Index Fund, formerly iShares CDN S&P/TSX Capped REIT Index Fund, seeks to provide long-term capital growth by replicating, to the extent possible, the performance of the S&P/TSX Capped REIT Index (the Index) through investments in the constituent issuers of such Index. The Index consists of securities of Canadian real estate investment trusts (REITs) listed on the Toronto Stock Exchange (TSX), selected by Standard & Poor’s (S&P) using its industrial classifications and guidelines for evaluating issuer capitalization, liquidity and fundamentals. The Fund is managed by BlackRock Asset Management Canada Limited.Grade (RS Rating)
Last Trade
$15.80
Average Daily Volume
420,485
Number of Holdings
*
8
* may have additional holdings in another (foreign) market
Performance
Period | ZFC | XRE |
---|---|---|
30 Days | 1.64% | 0.87% |
60 Days | 2.92% | 0.09% |
90 Days | 7.72% | -0.66% |
12 Months | 10.85% | -1.51% |
0 Overlapping Holdings
Symbol | Grade | Weight in ZFC | Weight in XRE | Overlap |
---|
ZFC: Top Represented Industries & Keywords
XRE: Top Represented Industries & Keywords
Industries:
REIT - Industrial
REIT - Residential
REIT - Retail
REIT - Healthcare Facilities
Rental & Leasing Services
Keywords:
Real Estate
Real Estate Investment Trust
Investment Trust
Real Estate Investment
Open Ended Real Estate Investment Trust
Residential
Apartment
Retail
Dream Office Real Estate Investment Trust
Industrial Real Estate
Limited Partnership
Partnership
Renovation
Riocan Real Estate Investment Trust
Trust Law
Acquisitions
Active Management
Atlantic Canada
Balance Sheet
Ball