Hamilton Utilities Yield Maximizer ETF (UMAX) and BMO Equal Weight U.S. Health Care Index ETF (ZUH) offer distinct profiles for Canadian ETF investors. A direct comparison shows that UMAX focuses its top 3 sector exposures on Utilities, Energy, and Communication Services, while ZUH leans towards Health Care. When evaluating costs, UMAX features a management fee (MER) of 0.65%, compared to 0.35% for ZUH. Performance-wise, UMAX has returned 4.68% year-to-date with +$246 M in net flows, whereas ZUH is at 4.55% with -$7 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 | $1,294.95 M | $166.90 M |
| Management Fees | 0.65% | 0.35% |
| Exp. ratio | 0.79% | 0.39% |
| Tracking Difference | - | -0.17% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | UMAX | -0.30% | +3.66% | +4.68% | +12.73% | - |
ZUH | +1.55% | -7.61% | -4.55% | +7.21% | -7.29% | |
| Flows | UMAX | +$102 M | +$216 M | +$246 M | +$648 M | - |
ZUH | +$0 M | -$7 M | -$7 M | -$42 M | -$205 M |
UMAX vs ZUH exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | Hamilton ETFs | BMO |
| Management | Actively managed | Passively managed |
| Benchmark | - | Solactive Equal Weight US Health Care Canadian Dollar Hedged Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 14.43% | 0.57% |
| Meets ESG criteria | No | No |
| Inception Date | June 14, 2023 | May 19, 2010 |
Frequently asked questions about UMAX and ZUH
Which ETF has performed better year to date: UMAX or ZUH?
Which ETF is larger by assets under management: UMAX or ZUH?
How are UMAX and ZUH managed?
What sectors do UMAX and ZUH emphasize?
Which ETF is attracting more investor flows: UMAX or ZUH?
How do the fees of UMAX and ZUH compare?
What are the top holdings of UMAX and ZUH?
Which ETF is more diversified: UMAX or ZUH?
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