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
$26.21
Average Daily Volume
41,545
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
$14.69
Average Daily Volume
7,494
Number of Holdings
*
2
* may have additional holdings in another (foreign) market
Performance
Period | ZWK | HUBL |
---|---|---|
30 Days | 11.15% | 10.45% |
60 Days | 18.58% | 15.94% |
90 Days | 18.42% | 15.85% |
12 Months | 51.56% | 54.67% |
1 Overlapping Holdings
Symbol | Grade | Weight in ZWK | Weight in HUBL | Overlap | |
---|---|---|---|---|---|
CITI | A | 6.56% | 6.66% | 6.56% |
ZWK Overweight 0 Positions Relative to HUBL
Symbol | Grade | Weight |
---|
ZWK Underweight 1 Positions Relative to HUBL
Symbol | Grade | Weight | |
---|---|---|---|
BOFA | A | -6.75% |
ZWK: Top Represented Industries & Keywords
HUBL: Top Represented Industries & Keywords
Industries:
Banks - Diversified
Keywords:
Alliance Bank Malaysia
Bank
Banking
Financial Products
Financial Services
Trade Finance
Asset Management Services
Card Products
Cash Management
Derivative Products
Economic History Of Italy
Investment Banking
Investment Banks
Investment Management
Mizuho Americas
Prime Brokerage
Private Banking
Real Estate
Retail Banking
Retirement Products