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 10.2% year-to-date with +$284 M in net flows, whereas ZUH is at 1.89% with -$10 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 | $1,371.56 M | $168.15 M |
| Management Fees | 0.65% | 0.35% |
| Exp. ratio | 0.79% | 0.39% |
| Tracking Difference | - | -0.21% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | UMAX | +4.49% | +3.67% | +10.20% | +16.09% | +29.46% |
ZUH | +4.16% | +0.49% | -1.89% | +8.01% | +0.29% | |
| Flows | UMAX | +$23 M | +$166 M | +$284 M | +$616 M | +$1,407 M |
ZUH | +$0 M | -$7 M | -$10 M | -$36 M | -$191 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 | 13.82% | 0.56% |
| 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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