Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.74% 0.01% 1.253B 111285.6
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.00% 19.85% -44.66M Upgrade

Basic Info

Investment Strategy
The ETF seeks to maximize total return for investors, consisting of distributions and capital appreciation and to provide investors with a stable stream of monthly cash distributions of $0.05 per unit. Currently the ETF is paying monthly cash distributions of $0.04 per unit. The ETFs net assets, together with borrowings under its loan facility, are invested in a portfolio consisting primarily of common shares, preferred shares, corporate bonds and income trust units of issuers in the Canadian financial sector.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Canada
Peer Group Canadian Equity Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BlackRock
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)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-9.12%
18.97%
1.29%
29.00%
-14.37%
12.61%
27.60%
24.75%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
26.68%
-10.67%
22.70%
-3.49%
28.76%
-1.67%
8.15%
16.81%
26.47%
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26.21%
-2.54%
11.76%
16.53%
30.02%
-11.85%
25.00%
-5.46%
30.15%
-4.17%
6.97%
17.55%
23.97%
-5.34%
12.51%
3.09%
9.82%
-2.75%
5.67%
8.14%
12.87%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.26%
Stock 70.79%
Bond 9.65%
Convertible 0.00%
Preferred 19.30%
Other 0.00%
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Basic Info

Investment Strategy
The ETF seeks to maximize total return for investors, consisting of distributions and capital appreciation and to provide investors with a stable stream of monthly cash distributions of $0.05 per unit. Currently the ETF is paying monthly cash distributions of $0.04 per unit. The ETFs net assets, together with borrowings under its loan facility, are invested in a portfolio consisting primarily of common shares, preferred shares, corporate bonds and income trust units of issuers in the Canadian financial sector.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Canada
Peer Group Canadian Equity Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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