ZFN vs. NFAM ETF Comparison

Comparison of BMO SIA Focused North American Eq ETF (ZFN) to Nbi Canadian Family Business ETF (NFAM)
ZFN

BMO SIA Focused North American Eq ETF

ZFN Description

This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of North American equities.

Grade (RS Rating)

Last Trade

$55.66

Average Daily Volume

6,957

Number of Holdings *

5

* 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

$33.13

Average Daily Volume

647

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period ZFN NFAM
30 Days 3.06% -0.24%
60 Days 8.22% 6.25%
90 Days 9.80% 5.80%
12 Months 34.87% 32.86%
0 Overlapping Holdings
Symbol Grade Weight in ZFN Weight in NFAM Overlap
ZFN Overweight 5 Positions Relative to NFAM
Symbol Grade Weight
L C 6.76%
GIL A 6.74%
TRI C 6.63%
DOL B 6.6%
CSU A 6.59%
ZFN Underweight 9 Positions Relative to NFAM
Symbol Grade Weight
GLXY B -2.61%
BBD.B C -2.5%
IVN C -2.49%
LUN C -2.48%
NGEX A -2.45%
SHOP B -2.4%
TCL.A D -2.37%
WFG C -2.34%
ATZ D -2.34%
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