ZWA vs. SMAX ETF Comparison

Comparison of BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA) to Hamilton U.S. Equity Yield Maximizer ETF (SMAX)

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 ^*

* may have additional holdings in another (foreign) market

SMAX

Hamilton U.S. Equity Yield Maximizer ETF

SMAX Description

Grade (RS Rating)

Last Trade

$19.99

Average Daily Volume

22,827

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	ZWA	SMAX
30 Days	0.93%	1.83%
60 Days	3.69%	5.60%
90 Days	5.16%	5.49%
12 Months	15.20%	21.25%

1 Overlapping Holdings

	Symbol	Grade	Weight in ZWA	Weight in SMAX	Overlap
	CATR	B	6.1%	4.18%	4.18%

ZWA Overweight 0 Positions Relative to SMAX

	Symbol	Grade	Weight

ZWA Underweight 1 Positions Relative to SMAX

	Symbol	Grade	Weight
	BRK	A	-4.03%

ZWA: Top Represented Industries & Keywords

Industries: Farm & Heavy Construction Machinery

Keywords: Brand Management Caterpillar Inc. Economic Sectors Engineering Vehicles Heavy Equipment Logistics Solutions Manufactured Goods Mining Rubber Tractor

SMAX: Top Represented Industries & Keywords

Industries: Farm & Heavy Construction Machinery Insurance - Diversified