ZWA vs. HAL ETF Comparison

Comparison of BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA) to Horizons Active Cdn Dividend ETF (HAL)
ZWA

BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF

ZWA Description

BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF seeks to provide exposure to the performance of a portfolio of U.S. stocks to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options. BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF will invest in or use derivative instruments to seek to hedge U.S. currency exposure.

Grade (RS Rating)

Last Trade

$27.22

Average Daily Volume

2,711

Number of Holdings *

1

* 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

$22.36

Average Daily Volume

2,529

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period ZWA HAL
30 Days 0.93% 0.90%
60 Days 3.69% 5.08%
90 Days 5.16% 8.28%
12 Months 15.20% 23.18%
0 Overlapping Holdings
Symbol Grade Weight in ZWA Weight in HAL Overlap
ZWA Overweight 1 Positions Relative to HAL
Symbol Grade Weight
CATR B 6.1%
ZWA Underweight 8 Positions Relative to HAL
Symbol Grade Weight
ALS C -4.25%
WSP C -3.97%
IFC B -3.87%
CNQ D -3.77%
ARE A -3.52%
EIF A -3.34%
PPL A -3.24%
POW B -3.15%
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