ETF Comparison

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CDZ iShares

iShares S&P/TSX Canadian Dividend Aristocrats Index ETF

Canadian Equity
MER
0.66%
Yield
3.02%
Price
$45.70
Holdings
97
AUM
$1.2B
Inception
Sep 2006
Asset Allocation
100%
Stocks 100%
FCCM Fidelity

Fidelity Canadian Momentum ETF

Canadian Equity
MER
0.38%
Yield
Price
$20.75
Holdings
63
AUM
$1.1B
Inception
Jun 2020

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CDZ 2.52% 4.09% 13.98% 12.79% 27.24% 19.62% 12.23% 10.49% 8.40% (Sep 2006)
FCCM 2.56% 5.72% 12.67% 11.42% 43.56% 29.88% 18.82% 17.36% (Jun 2020)
As of: May 31, 2026
3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
CDZ 18.29% 20.07% 9.26% -4.25% 25.06% -2.94%
FCCM 43.11% 26.86% 10.95% -4.02% 14.24%
As of: May 31, 2026

Growth of $10,000

Initial Investment
$
Monthly Contribution
$

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.

CDZ — Mix

Geographic Allocation
Canada 99.7%
United States 0.3%
Sector Allocation
Energy 20.7%
Financials 17.3%
Industrials 15.1%
Utilities 10.3%
Real Estate 8.8%
Communication 7.8%
Consumer Staples 7.0%
Consumer Discretionary 6.4%

FCCM — Mix

Geographic Allocation
Canada 100.0%
Sector Allocation
Financials 39.5%
Materials 21.4%
Energy 11.3%
Consumer Disc. 9.0%
Utilities 8.8%
Health Care 5.8%
Industrials 3.4%
Information Technology 0.6%

Top 10 Holdings

Latest reported top holdings for each ETF

CDZ iShares S&P/TSX Canadian Dividend Aristocrats Index ETF

# Holding Weight
1 SOUTH BOW CORP 3.18%
2 WESTSHORE TERMINALS INVESTMENT COR 2.84%
3 TELUS 2.83%
4 GIBSON ENERGY INC 2.48%
5 MULLEN GROUP LTD 2.28%
6 ENBRIDGE INC 2.23%
7 PEMBINA PIPELINE CORP 2.11%
8 CANADIAN NATURAL RESOURCES LTD 2.08%
9 CT REIT UNITS TRUST 2.01%
10 COGECO INC 1.89%

FCCM Fidelity Canadian Momentum ETF

# Holding Weight
1 ROYAL BANK OF CANADA 7.85%
2 TORONTO-DOMINION BANK 5.69%
3 ENBRIDGE INC 4.27%
4 AGNICO EAGLE MINES LTD 3.71%
5 CANADIAN NATL RESOURCES LTD 3.53%
6 BANK OF MONTREAL 3.51%
7 BARRICK MINING CORP 3.25%
8 CANADIAN IMP BK OF COMMERCE 3.11%
9 BROOKFIELD CORP CL A 3.09%
10 BANK OF NOVA SCOTIA 3.05%
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