ZRE vs. NFAM ETF Comparison

Comparison of BMO Equal Weight REITs Index ETF (ZRE) to Nbi Canadian Family Business ETF (NFAM)

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

$20.11

Average Daily Volume

21,238

Number of Holdings ^*

* 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

$28.39

Average Daily Volume

508

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	ZRE	NFAM
30 Days	-0.89%	0.71%
60 Days	-2.24%	4.38%
90 Days	-2.99%	4.38%
12 Months	-7.46%	6.37%

0 Overlapping Holdings

	Symbol	Grade	Weight in ZRE	Weight in NFAM	Overlap

ZRE Overweight 8 Positions Relative to NFAM

Symbol	Grade	Weight
CSH.UN	A	5.87%
FCR.UN	C	5.45%
BEI.UN	D	5.3%
IIP.UN	D	5.23%
KMP.UN	F	5.07%
CRR.UN	F	5.02%
CHP.UN	D	5.0%
PMZ.UN	C	4.85%

ZRE Underweight 8 Positions Relative to NFAM

Symbol	Grade	Weight
POU	A	-2.76%
TOY	F	-2.74%
SHOP	C	-2.65%
LSPD	D	-2.64%
ATZ	C	-2.49%
BBD.B	A	-2.44%
GOOS	F	-2.4%
ONEX	C	-2.34%

NFAM: Top Represented Industries & Keywords

Industries: Software - Application Apparel Manufacturing Apparel Stores Asset Management Banks - Regional - Latin America Leisure Oil & Gas E&P