ETF Comparison

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CDZ iShares

iShares S&P/TSX Canadian Dividend Aristocrats Index ETF

Canadian Equity
MER
0.66%
Yield
3.00%
Price
$45.44
Holdings
95
AUM
$1.2B
Inception
Sep 2006
Asset Allocation
100%
Stocks 100%
FCCM Fidelity

Fidelity Canadian Momentum ETF

Canadian Equity
MER
0.38%
Yield
Price
$21.27
Holdings
64
AUM
$1.3B
Inception
Jun 2020

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CDZ -2.35% 1.57% 5.73% 14.56% 20.91% 20.08% 11.57% 10.40% 8.38% (Sep 2006)
FCCM -0.97% 2.50% 8.36% 14.20% 34.80% 29.24% 18.46% 17.36% (Jun 2020)
As of: Aug 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: Aug 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 21.6%
Financials 19.1%
Industrials 15.3%
Utilities 10.3%
Consumer Staples 7.0%
Communication 6.6%
Consumer Discretionary 6.6%
Real Estate 6.5%

FCCM — Mix

Geographic Allocation
Canada 100.0%
Sector Allocation
Financials 42.2%
Energy 21.3%
Materials 19.2%
Utilities 7.7%
Health Care 4.8%
Industrials 3.8%
Information Technology 0.8%
Multi Sector 0.3%

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 3.38%
2 WESTSHORE TERMINALS INVESTMENT 2.77%
3 GIBSON ENERGY 2.74%
4 MULLEN GROUP 2.71%
5 CANADIAN NATURAL RESOURCES LTD 2.29%
6 TELUS 2.23%
7 PEMBINA PIPELINE 2.22%
8 ENBRIDGE 2.09%
9 CT REIT UNITS TRUST 2.0%
10 CENOVUS ENERGY 1.96%

FCCM Fidelity Canadian Momentum ETF

# Holding Weight
1 ROYAL BANK OF CANADA 8.04%
2 TORONTO-DOMINION BANK 5.76%
3 ENBRIDGE INC 3.94%
4 CANADIAN NATL RESOURCES LTD 3.9%
5 CANADIAN PACIFIC KANSAS CITY LTD 3.77%
6 BANK OF MONTREAL 3.48%
7 BANK OF NOVA SCOTIA 3.32%
8 CANADIAN NATL RAILWAY CO 3.31%
9 SUNCOR ENERGY INC 3.19%
10 CANADIAN IMP BK OF COMMERCE 3.08%
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