ETF Comparison

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FCCM Fidelity

Fidelity Canadian Momentum ETF

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

BMO Low Volatility Canadian Equity ETF

Canadian Equity
MER
0.39%
Yield
1.83%
Price
$61.19
Holdings
55
AUM
$6.2B
Inception
Oct 2011
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
FCCM 2.56% 5.72% 12.67% 11.42% 43.56% 29.88% 18.82% 17.36% (Jun 2020)
ZLB 1.33% -0.38% 3.98% 3.89% 15.70% 15.88% 12.00% 10.85% 12.69% (Oct 2011)
3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
FCCM 43.11% 26.86% 10.95% -4.02% 14.24%
ZLB 25.26% 15.34% 9.39% -0.37% 22.88% 1.62%

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.

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%

ZLB — Mix

Sector Allocation
Financials 25.4%
Utilities 17.6%
Consumer Staples 16.6%
Industrials 9.8%
Communication Services 9.8%
Materials 8.6%
Consumer Discretionary 5.0%
Real Estate 4.2%

Top 10 Holdings

Latest reported top holdings for each ETF

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%

ZLB BMO Low Volatility Canadian Equity ETF

# Holding Weight
1 Fortis Inc. 4.29%
2 Quebecor Inc. 4.21%
3 Hydro One Limited 4.02%
4 Great-West Lifeco Inc. 3.97%
5 Loblaw Companies Limited 3.87%
6 Emera Incorporated 3.66%
7 Empire Company Limited 3.57%
8 Intact Financial Corporation 3.36%
9 Metro Inc. 3.19%
10 TMX Group Limited 3.07%
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