ZHP vs. ZMI ETF Comparison

Comparison of BMO US Pref Share Hgd To CAD Idx ETF (ZHP) to BMO Monthly Income ETF (ZMI)

ZHP

BMO US Pref Share Hgd To CAD Idx ETF

ZHP Description

BMO US Preferred Share Hedged to CAD Index ETF seeks to replicate, to the extent possible, the performance of the Solactive US Preferred Share Select Hedged to CAD Index (NTR), net of expenses. The investment strategy of BMO US Preferred Share Hedged to CAD Index ETF is to invest in and hold the Constituent Securities of the Solactive US Preferred Share Select Hedged to CAD Index (NTR) or securities intended to replicate the performance of the Solactive US Preferred Share Select Hedged to CAD Index (NTR). The Manager may also use a sampling methodology in selecting investments for BMO US Preferred Share Hedged to CAD Index ETF. As an alternative to or in conjunction with investing in and holding Constituent Securities, BMO US Preferred Share Hedged to CAD Index ETF may invest in or use certain Other Securities to obtain exposure to the performance of the Solactive US Preferred Share Select Hedged to CAD Index (NTR).

Grade (RS Rating)

Last Trade

$18.29

Average Daily Volume

572

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

ZMI

BMO Monthly Income ETF

ZMI Description

BMO Monthly Income ETF seeks to provide monthly cash distributions, with the potential for modest long-term capital appreciation, generally by investing in BMO ETFs that provide exposure to a diversified portfolio of income-bearing investments, including common equities, preferred shares, fixed income securities and trust units.

Grade (RS Rating)

Last Trade

$16.75

Average Daily Volume

6,297

Number of Holdings ^*

6

* may have additional holdings in another (foreign) market

Performance

Period	ZHP	ZMI
30 Days	3.63%	3.33%
60 Days	-3.23%	0.66%
90 Days	-0.44%	3.71%
12 Months	13.12%	9.64%

0 Overlapping Holdings

	Symbol	Grade	Weight in ZHP	Weight in ZMI	Overlap

ZHP Overweight 1 Positions Relative to ZMI

	Symbol	Grade	Weight
	ZUP	C	99.97%

ZHP Underweight 6 Positions Relative to ZMI

	Symbol	Grade	Weight
	ZCB	B	-23.68%
	ZDY	A	-19.54%
	ZDV	A	-13.14%
	ZMU	B	-10.06%
	ZDI	A	-8.05%
	ZHP	D	-4.74%

ZHP: Top Represented Industries & Keywords

Industries:

Keywords: Etf Exchange Traded Funds Financial Markets Investment Strategy Preferred Stock Solactive Stock Market Index

ZMI: Top Represented Industries & Keywords

Industries:

Keywords: Etf Exchange Traded Funds Financial Markets Dividend Dividends Standard & Poor's Betashares Bloomberg Corporate Bond Financial Ratios Bond Market Index Cad Hedged Dividend Future Financial Economics High Yield Stocks Investment Strategy Preferred Stock S&P 500 Dividend Aristocrats Shareholders Solactive