ZUT vs. HAL ETF Comparison

Comparison of BMO Equal Weight Utilities Index ETF (ZUT) to Horizons Active Cdn Dividend ETF (HAL)
ZUT

BMO Equal Weight Utilities Index ETF

ZUT Description

BMO Equal Weight Utilities Index ETF has been designed to replicate, to the extent possible, the performance of the Solactive Equal Weight Canada Utilities Index net of expenses. The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index

Grade (RS Rating)

Last Trade

$22.23

Average Daily Volume

48,163

Number of Holdings *

9

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

Horizons Active Cdn Dividend ETF

HAL Description The investment seeks long-term total returns consisting of regular dividend income and modest long-term capital growth. The fund invests primarily in equity securities of major North American companies with above average dividend yields. It will seek to hedge its U.S. currency exposure at all times.

Grade (RS Rating)

Last Trade

$22.86

Average Daily Volume

2,296

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period ZUT HAL
30 Days -2.29% 3.91%
60 Days 0.75% 7.02%
90 Days 6.30% 9.43%
12 Months 16.78% 26.08%
0 Overlapping Holdings
Symbol Grade Weight in ZUT Weight in HAL Overlap
ZUT Overweight 9 Positions Relative to HAL
Symbol Grade Weight
TA A 7.83%
BEP.UN C 7.43%
INE D 7.41%
BLX D 7.31%
BIP.UN B 7.28%
NPI F 7.23%
CPX A 7.02%
CU B 6.96%
EMA C 6.92%
ZUT Underweight 8 Positions Relative to HAL
Symbol Grade Weight
ALS B -4.25%
WSP C -3.97%
IFC A -3.87%
CNQ C -3.77%
ARE B -3.52%
EIF B -3.34%
PPL A -3.24%
POW A -3.15%
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