Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.64% 0.06% 583.84M 7844.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 14.81% -46.29M Upgrade

Basic Info

Investment Strategy
The ETF seeks to provide dividend income while preserving capital by investing primarily in preferred shares of Canadian based businesses. Exposure to these types of securities will be obtained by investing directly in them, in securities of one or more Other Funds, and/or through the use of derivatives.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Preferred Share Fixed Income
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Dynamic Funds
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-9.60%
3.53%
5.62%
27.90%
-16.46%
8.23%
25.73%
16.32%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.08%
-9.88%
0.24%
6.53%
23.47%
-18.36%
3.27%
28.60%
17.83%
--
12.00%
4.71%
31.78%
-15.09%
5.07%
28.65%
16.66%
--
--
7.96%
25.08%
-16.96%
4.74%
29.23%
15.78%
-7.33%
8.87%
5.35%
11.51%
-19.48%
7.26%
14.70%
8.69%
As of December 16, 2025.

Asset Allocation

As of May 31, 2025.
Type % Net
Cash 4.22%
Stock 0.77%
Bond 0.39%
Convertible 0.00%
Preferred 94.62%
Other 0.00%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The ETF seeks to provide dividend income while preserving capital by investing primarily in preferred shares of Canadian based businesses. Exposure to these types of securities will be obtained by investing directly in them, in securities of one or more Other Funds, and/or through the use of derivatives.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Preferred Share Fixed Income
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Dynamic Funds
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders