ZRE vs. HGR ETF Comparison

Comparison of BMO Equal Weight REITs Index ETF (ZRE) to Global REIT Leaders Income ETF (HGR)

ZRE

BMO Equal Weight REITs Index ETF

ZRE Description

BMO Equal Weight REITs Index ETF seeks to replicate, to the extent possible, the performance of an equal weight Canadian REITs index, net of expenses. Currently, the fund seeks to replicate the performance of the Solactive Equal Weight Canada REIT Index.

Grade (RS Rating)

Last Trade

$19.75

Average Daily Volume

21,582

Number of Holdings ^*

8

* may have additional holdings in another (foreign) market

HGR

Global REIT Leaders Income ETF

HGR Description

The Harvest Global REIT Leaders Income ETF’s investment objective is to provide Unitholders with (i) the opportunity for capital appreciation; (ii) monthly cash distributions; and (iii) lower overall volatility of portfolio returns than would otherwise be experienced by owning Equity Securities of the REIT Leaders directly. To achieve lower overall volatility of portfolio returns, the Harvest Global REIT Leaders Income ETF will generally write covered call options on up to 33% of the option eligible portfolio securities. The level of covered call option writing may vary based on market volatility and other factors.

Grade (RS Rating)

Last Trade

$5.78

Average Daily Volume

6,130

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

Performance

Period	ZRE	HGR
30 Days	-3.52%	-3.18%
60 Days	-3.71%	-4.46%
90 Days	-6.31%	-3.24%
12 Months	-7.93%	-5.40%

1 Overlapping Holdings

	Symbol	Grade	Weight in ZRE	Weight in HGR	Overlap
	CHP.UN	D	5.0%	4.03%	4.03%

ZRE Overweight 7 Positions Relative to HGR

	Symbol	Grade	Weight
	CSH.UN	A	5.87%
	FCR.UN	D	5.45%
	BEI.UN	D	5.3%
	IIP.UN	F	5.23%
	KMP.UN	D	5.07%
	CRR.UN	F	5.02%
	PMZ.UN	D	4.85%

ZRE Underweight 0 Positions Relative to HGR

	Symbol	Grade	Weight

ZRE: Top Represented Industries & Keywords

Industries: REIT - Residential REIT - Retail Oil & Gas Equipment & Services REIT - Healthcare Facilities

Keywords: Investment Trust Real Estate Real Estate Investment Real Estate Investment Trust Residential Apartment Montreal Open Ended Real Estate Investment Trust Retail Riocan Real Estate Investment Trust Assisted Living Atlantic Canada Boilers Brampton Care Services Caregiving Choice Properties Reit Cibc Crombie Reit Diversification

HGR: Top Represented Industries & Keywords

Industries: REIT - Retail

Keywords: Brampton Choice Properties Reit Economy Of Toronto George Weston Limited Investment Trust Law Limited Partnership Loblaw Companies Open Ended Real Estate Investment Trust Partnership Real Estate Real Estate Investment Real Estate Investment Trust Retail Retail Properties Retail Store Riocan Real Estate Investment Trust S&P/Tsx 60 Index