ZPH vs. CDZ ETF Comparison

Comparison of BMO US Put Write Hedged To CAD ETF (ZPH) to iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
ZPH

BMO US Put Write Hedged To CAD ETF

ZPH Description

BMO US Put Write Hedged to CAD ETF seeks to provide exposure to the performance of a portfolio of put options on U.S. large capitalization equity securities to generate income. BMO US Put Write Hedged to CAD ETF will invest in or use derivative instruments to seek to hedge U.S. currency exposure.

Grade (RS Rating)

Last Trade

$14.83

Average Daily Volume

3,513

Number of Holdings *

1

* may have additional holdings in another (foreign) market
CDZ

iShares S&P/TSX Canadian Dividend Aristocrats Index ETF

CDZ Description The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Canadian Dividend Aristocrats index. The index consists of common stocks or income trusts listed on the Toronto Stock Exchange which are constituents of the S&P Canada Broad Market index (BMI). The security must have increased ordinary cash dividends every year for at least five consecutive years, and the float-adjusted market capitalization of the security, at the time of the review, must be at least C$ 300 million.

Grade (RS Rating)

Last Trade

$36.48

Average Daily Volume

14,185

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period ZPH CDZ
30 Days -0.13% 2.84%
60 Days 2.60% 8.48%
90 Days 4.75% 12.03%
12 Months 3.57% 29.09%
0 Overlapping Holdings
Symbol Grade Weight in ZPH Weight in CDZ Overlap
ZPH Overweight 1 Positions Relative to CDZ
Symbol Grade Weight
ZPW A 99.82%
ZPH Underweight 10 Positions Relative to CDZ
Symbol Grade Weight
FSZ A -2.96%
AP.UN D -2.5%
TRP A -2.49%
ENB A -2.48%
CPX B -2.44%
ARE A -2.42%
BNS A -2.25%
CWB A -2.23%
CM A -2.18%
PPL C -2.02%

ZPH: Top Represented Industries & Keywords

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