ZWU vs. HUTL ETF Comparison

Comparison of BMO Covered Call Utilities ETF (ZWU) to Harvest Eql Wght Glb Util Income ETF (HUTL)
ZWU

BMO Covered Call Utilities ETF

ZWU Description

BMO Covered Call Utilities ETF seeks to provide exposure to the performance of a portfolio of utilities companies to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options.

Grade (RS Rating)

Last Trade

$10.48

Average Daily Volume

220,600

Number of Holdings *

5

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

Harvest Eql Wght Glb Util Income ETF

HUTL Description The Harvest Equal Weight Global Utilities 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 Global Utility Issuers directly. To achieve lower overall volatility of portfolio returns, the Harvest Equal Weight Global Utilities 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

$17.06

Average Daily Volume

11,969

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period ZWU HUTL
30 Days 8.15% 8.80%
60 Days 3.56% 6.56%
90 Days 4.08% 8.70%
12 Months -1.79% 1.61%
1 Overlapping Holdings
Symbol Grade Weight in ZWU Weight in HUTL Overlap
PPL A 4.98% 3.37% 3.37%
Compare ETFs