Compare BMO Covered Call Canadian Banks ETF (ZWB) vs Hamilton Canadian Financials Yield Maximizer ETF (HMAX) to find the best fit for your portfolio. ZWB and HMAX provide the same top sector exposures: Finance. When evaluating costs, ZWB features a management fee (MER) of 0.65%, compared to 0.65% for HMAX. Performance-wise, ZWB has returned 28.3% year-to-date with +$56 M in net flows, whereas HMAX is at 19.32% with +$365 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 | $4,765.81 M | $2,581.17 M |
| Management Fees | 0.65% | 0.65% |
| Exp. ratio | 0.72% | 0.80% |
| Tracking Difference | - | - |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZWB | +0.49% | +14.66% | +28.30% | +56.89% | +109.01% |
HMAX | +0.57% | +11.35% | +19.32% | +39.44% | +85.40% | |
| Flows | ZWB | +$47 M | +$43 M | +$56 M | +$46 M | -$204 M |
HMAX | +$65 M | +$152 M | +$365 M | +$646 M | +$1,647 M |
ZWB vs HMAX exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | BMO | Hamilton ETFs |
| Management | Actively managed | Actively managed |
| Benchmark | - | - |
| Replication Method | ||
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 4.92% | 10.91% |
| Meets ESG criteria | No | No |
| Inception Date | January 28, 2011 | January 20, 2023 |
Frequently asked questions about ZWB and HMAX
Which ETF has performed better year to date: ZWB or HMAX?
Which ETF is larger by assets under management: ZWB or HMAX?
How are ZWB and HMAX managed?
What sectors do ZWB and HMAX emphasize?
Which ETF is attracting more investor flows: ZWB or HMAX?
How do the fees of ZWB and HMAX compare?
What are the top holdings of ZWB and HMAX?
Which ETF is more diversified: ZWB or HMAX?
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