ZWK vs. HUBL ETF Comparison

Comparison of BMO Covered Call US Banks ETF (ZWK) to Harvest US Bank Leaders Income ETF (HUBL)
ZWK

BMO Covered Call US Banks ETF

ZWK Description

BMO Covered Call US Banks ETF seeks to provide exposure to the performance of a portfolioof US banks to generate income and provide long-term capital appreciation while mitigatingdownside risk through the use of covered call options.

Grade (RS Rating)

Last Trade

$23.26

Average Daily Volume

38,608

Number of Holdings *

1

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

Harvest US Bank Leaders Income ETF

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

Grade (RS Rating)

Last Trade

$13.15

Average Daily Volume

6,633

Number of Holdings *

2

* may have additional holdings in another (foreign) market
Performance
Period ZWK HUBL
30 Days 8.27% 5.31%
60 Days 5.54% 1.88%
90 Days 11.34% 9.25%
12 Months 44.84% 45.24%
1 Overlapping Holdings
Symbol Grade Weight in ZWK Weight in HUBL Overlap
CITI A 6.56% 6.56% 6.56%
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