Hamilton Healthcare Yield Maximizer ETF (LMAX) and BMO Covered Call Health Care ETF (ZWHC) offer distinct profiles for Canadian ETF investors. A direct comparison shows that LMAX focuses its top 3 sector exposures on Health Care, while ZWHC leans towards Health Care. When evaluating costs, LMAX features a management fee (MER) of 0.65%, compared to 0.73% for ZWHC. Performance-wise, LMAX has returned 0.9% year-to-date with +$55 M in net flows, whereas ZWHC is at 3.96% with +$11 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
| AuM | $205.57 M | $36.84 M |
| Management Fees | 0.65% | 0.73% |
| Exp. ratio | 0.80% | 0.73% |
| Tracking Difference | - | - |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | LMAX | +7.15% | +0.43% | -0.90% | +10.89% | - |
ZWHC | +6.38% | -0.91% | -3.96% | +6.59% | +13.92% | |
| Flows | LMAX | +$10 M | +$36 M | +$55 M | +$93 M | - |
ZWHC | +$5 M | +$9 M | +$11 M | +$16 M | +$31 M |
LMAX vs ZWHC exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | Hamilton ETFs | BMO |
| Management | Actively managed | Actively managed |
| Benchmark | - | - |
| Replication Method | ||
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 12.90% | 7.30% |
| Meets ESG criteria | No | No |
| Inception Date | February 6, 2024 | January 23, 2023 |
Frequently asked questions about LMAX and ZWHC
Which ETF has performed better year to date: LMAX or ZWHC?
Which ETF is larger by assets under management: LMAX or ZWHC?
How are LMAX and ZWHC managed?
What sectors do LMAX and ZWHC emphasize?
Which ETF is attracting more investor flows: LMAX or ZWHC?
How do the fees of LMAX and ZWHC compare?
What are the top holdings of LMAX and ZWHC?
Which ETF is more diversified: LMAX or ZWHC?
Recent articles about LMAX and ZWHC
Yield-focused ETFs and the Benefit They Can Provide Investors
ETFs that employ covered call-writing strategies can be effective ways to generate monthly yield for investors while still providing exposure to a security or asset class on a long-term basis.
All content on the ETF Market Canada is for your general information use only, Cboe is not responsible for any use of content by you outside this scope. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cboe and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.