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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.96% 0.12% 84.52M 861.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.98% -- 14.70M

Basic Info

Investment Strategy
The investment objectives of Brompton North American Financials Dividend ETF are to provide Unitholders with: (a) stable monthly cash distributions; (b) the opportunity for capital appreciation; and (c) lower overall volatility of portfolio returns than would otherwise be experienced by owning securities of North American Financial Services Companies (as defined herein) directly. The Brompton ETF seeks to hedge substantially all of its direct foreign currency exposure back to the Canadian dollar.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Financials
Peer Group Financial Services Equity
Global Macro Equity Industry Sector
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Brompton
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
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--
--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
28.80%
0.45%
30.08%
-19.00%
6.29%
33.85%
18.30%
-0.51%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
3.28%
--
--
--
--
--
40.90%
9.36%
-6.63%
27.55%
-11.03%
29.64%
-15.65%
-8.48%
29.63%
17.57%
2.22%
25.78%
-1.99%
30.71%
-12.00%
11.27%
33.26%
20.36%
-4.63%
--
-13.91%
37.43%
-17.49%
-15.23%
40.94%
16.63%
2.56%
As of February 14, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.06%
Stock 100.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The investment objectives of Brompton North American Financials Dividend ETF are to provide Unitholders with: (a) stable monthly cash distributions; (b) the opportunity for capital appreciation; and (c) lower overall volatility of portfolio returns than would otherwise be experienced by owning securities of North American Financial Services Companies (as defined herein) directly. The Brompton ETF seeks to hedge substantially all of its direct foreign currency exposure back to the Canadian dollar.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Financials
Peer Group Financial Services Equity
Global Macro Equity Industry Sector
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Brompton
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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