ETF Comparison

Compare ETFs and analyze holdings overlap

See XFN vs ZEB overlap
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XFN iShares

iShares S&P/TSX Capped Financials Index ETF

Sector - Financials
MER
0.61%
Yield
2.15%
Price
$93.03
Holdings
25
AUM
$2.3B
Inception
Mar 2001
Asset Allocation
100%
Stocks 100%
ZEB BMO

BMO S&P/TSX Equal Weight Banks Index ETF

Sector - Financials
MER
0.28%
Yield
2.36%
Price
$73.86
Holdings
6
AUM
$6.3B
Inception
Oct 2009
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
XFN 4.29% 11.79% 17.78% 12.91% 42.37% 30.74% 17.26% 14.45% 11.29% (Mar 2001)
ZEB 4.36% 12.53% 25.30% 19.28% 60.44% 33.73% 18.41% 15.97% 13.73% (Oct 2009)
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
XFN 34.38% 29.21% 13.12% -9.90% 35.53% 1.02%
ZEB 43.49% 24.55% 10.85% -10.38% 39.26% 3.63%
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.

XFN — Mix

Geographic Allocation
Canada 100.0%
Sector Allocation
Financials 99.9%
Cash and/or Derivatives 0.2%

ZEB — Mix

Sector Allocation
Financials 100.0%

Top 10 Holdings

Latest reported top holdings for each ETF

XFN iShares S&P/TSX Capped Financials Index ETF

# Holding Weight
1 ROYAL BANK OF CANADA 22.08%
2 TORONTO DOMINION 15.81%
3 BANK OF MONTREAL 9.45%
4 CANADIAN IMPERIAL BANK OF COMMERCE 8.35%
5 BROOKFIELD CORP CLASS A 8.27%
6 BANK OF NOVA SCOTIA 8.15%
7 MANULIFE FINANCIAL CORP 5.28%
8 NATIONAL BANK OF CANADA 4.67%
9 SUN LIFE FINANCIAL INC 3.28%
10 INTACT FINANCIAL CORP 2.87%

ZEB BMO S&P/TSX Equal Weight Banks Index ETF

# Holding Weight
1 The Toronto-Dominion Bank 17.63%
2 Royal Bank of Canada 17.28%
3 Bank of Montreal 16.85%
4 The Bank Of Nova Scotia 16.4%
5 Canadian Imperial Bank Of Commerce 16.16%
6 National Bank of Canada 15.71%
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