Compare ETFs and analyze holdings overlap
Search and add ETFs. Minimum 2 for comparison.
| ETF | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKCC | 7.41% | 20.42% | 22.61% | 22.61% | 47.96% | 24.00% | 12.42% | 10.37% | 7.99% (May 2011) |
| UBNK | 8.83% | 19.59% | 11.92% | 11.92% | 38.29% | — | — | — | 53.00% (Apr 2025) |
Last six full-calendar years
| ETF | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| BKCC | 28.03% | 17.17% | 5.27% | -14.29% | 28.30% | -2.92% |
| UBNK | — | — | — | — | — | — |
TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.
Latest reported top holdings for each ETF
| # | Holding | Weight |
|---|---|---|
| 1 | Toronto-Dominion Bank | 17.67% |
| 2 | Royal Bank of Canada | 17.21% |
| 3 | Bank of Montreal | 16.98% |
| 4 | Bank of Nova Scotia | 16.51% |
| 5 | Canadian Imperial Bank of Commerce | 16.41% |
| 6 | National Bank of Canada | 16.03% |
| 7 | CASH | 0.4% |
| 8 | Market value of options | -1.23% |
| # | Holding | Weight |
|---|---|---|
| 1 | Morgan Stanley | 18.84% |
| 2 | Goldman Sachs Group Inc | 18.46% |
| 3 | Citigroup Inc | 16.89% |
| 4 | Bank of America Corp | 15.56% |
| 5 | JPMorgan Chase & Co | 14.99% |
| 6 | Wells Fargo & Co | 14.81% |
| 7 | CASH | 0.32% |
| 8 | USD Currency | 0.14% |
Our in-depth Canadian investing course covers ETFs, TFSAs, RRSPs, and building a portfolio you can stick with.