Hamilton Utilities Yield Maximizer ETF (UMAX) and BMO Canadian High Dividend Covered Call ETF (ZWC) 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 ZWC leans towards Financials, Energy, and Materials. When evaluating costs, UMAX features a management fee (MER) of 0.65%, compared to 0.65% for ZWC. Performance-wise, UMAX has returned 10.2% year-to-date with +$284 M in net flows, whereas ZWC is at 10.88% with +$208 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 | $2,311.21 M |
| Management Fees | 0.65% | 0.65% |
| Exp. ratio | 0.79% | 0.72% |
| Tracking Difference | - | - |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | UMAX | +4.49% | +3.67% | +10.20% | +16.09% | +29.46% |
ZWC | +1.23% | +4.53% | +10.88% | +28.02% | +61.44% | |
| Flows | UMAX | +$23 M | +$166 M | +$284 M | +$616 M | +$1,407 M |
ZWC | +$40 M | +$129 M | +$208 M | +$282 M | +$219 M |
UMAX vs ZWC 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 | 13.82% | 5.65% |
| Meets ESG criteria | No | No |
| Inception Date | June 14, 2023 | February 9, 2017 |
Frequently asked questions about UMAX and ZWC
Which ETF has performed better year to date: UMAX or ZWC?
Which ETF is larger by assets under management: UMAX or ZWC?
How are UMAX and ZWC managed?
What sectors do UMAX and ZWC emphasize?
Which ETF is attracting more investor flows: UMAX or ZWC?
How do the fees of UMAX and ZWC compare?
What are the top holdings of UMAX and ZWC?
Which ETF is more diversified: UMAX or ZWC?
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