HFIN.TO
Hamilton Enhanced Canadian Financials ETF
Canadian
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 408.9 M
ASSETS UNDER MGMT
65 bp
EXPENSES
Fund Basics
| Inception date | Jan 26, 2022 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | Yes |
Top 10 Holdings
| HAMILTON CHAMPIONS TM CANADIAN FINANCIAL | 60.8 % |
| CAN IMPERIAL BK OF COMMERCE | 5.9 % |
| NATIONAL BANK OF CANADA | 5.9 % |
| GREAT-WEST LIFECO INC | 5.9 % |
| TORONTO-DOMINION BANK | 5.7 % |
| ROYAL BANK OF CANADA | 5.5 % |
| BANK OF MONTREAL | 5.4 % |
| SUN LIFE FINANCIAL INC | 5.2 % |
| BANK OF NOVA SCOTIA | 5.1 % |
| MANULIFE FINANCIAL CORP | 5.1 % |
Constituent Breakdown
| Number of holdings | 14 |
| Herfindahl-Hirschman Index | 0 |
| Wgt avg mkt cap (mns) | $52,879 |
| Large cap (>$10bn) | 60.6% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 123.6% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
CANADA | 123.4 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 11.4% | 40.8% | 37.1% | 31.2% | -- | -- | -- | 15.1% |
| Dividend Yield | 1.4% | 5.2% | 5.9% | 6.6% | -- | -- | -- | 6.4% |
| Total Returns | 12.7% | 46.0% | 43.1% | 37.8% | -- | -- | -- | 21.5% | Ann. Volatility | 17.2% | 13.8% | 15.6% | 15.3% | -- | -- | -- | 17.0% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.67 | 32% |
| MSCI EAFE | 0.54 | 35% |
| MSCI Emg Mkts | 0.30 | 18% |
Liquidity Measures
| Avg. volume (000) | 5 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $28.67 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 0.57/0.58 |
| Bollinger Bands (Upper/Lower) | $30.19/$27.87 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. HFIN.TO |
Expenses vs. HFIN.TO |
ALTAR Score™ vs. HFIN.TO |
|---|---|---|---|---|
| HFN.TO | HAMILTON CHAMPIONS TM Canadian Financials Index ETF | 62.7% | -65 bp | -6.9% |
| XFN.TO | iShares S&P/TSX Capped Financials Index ETF | 52.5% | -4 bp | -0.3% |
| HMAX.TO | Hamilton Canadian Financials YIELD MAXIMIZER TM ETF | 50.7% | 0 bp | -0.4% |
| BNC.TO | Purpose Canadian Financial Income Fund | 49.6% | +2 bp | -0.7% |
| CEW.TO | iShares Equal Weight Banc & Lifeco ETF | 49.6% | -10 bp | -0.4% |
| XCV.TO | iShares Canadian Value Index ETF | 43.4% | -10 bp | -0.9% |
| VDY.TO | Vanguard FTSE Canadian High Dividend Yield Index ETF | 38.6% | -45 bp | -0.7% |
| XDV.TO | iShares Canadian Select Dividend Index ETF | 37.9% | -10 bp | +0.0% |
| CMVP.TO | HAMILTON CHAMPIONS TM Canadian Dividend Index ETF | 36.5% | -46 bp | -0.8% |
| XCSR.TO | iShares ESG Advanced MSCI Canada Index ETF | 35.4% | -50 bp | -1.1% |
Risk and Returns: HFIN.TO vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (CAD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/4/2026
Peer Group Comparison
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ETF Research Center Rating
6.9%
ALTAR SCORE™
76th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 104 funds in the Canadian Equity category with an average
ALTAR Score™ of 5.9% and a standard deviation
of 1.4%. HFIN.TO's ALTAR Score™ is approximately 0.7 standard
deviations above the category average. This places HFIN.TO in the 76th percentile
among funds in the category.
Sell-Side Consensus
$31.78
PRICE TARGET
+7.8%
UPSIDE