WXM.TO
CI Morningstar Canada Momentum Index ETF
Canadian
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 1.6 B
ASSETS UNDER MGMT
60 bp
EXPENSES
Fund Basics
| Inception date | Feb 13, 2012 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| CELESTICA INC | 4.3 % |
| BAYTEX ENERGY CORP | 4.3 % |
| ENERFLEX LTD | 4.1 % |
| ARITZIA, INC. | 4.0 % |
| AECON GROUP INC | 4.0 % |
| IGM FINANCIAL INC | 3.9 % |
| FINNING INTERNATIONAL INC | 3.7 % |
| CAN IMPERIAL BK OF COMMERCE | 3.7 % |
| TORONTO-DOMINION BANK | 3.7 % |
| ROYAL BANK OF CANADA | 3.7 % |
Constituent Breakdown
| Number of holdings | 33 |
| Herfindahl-Hirschman Index | 341 |
| Wgt avg mkt cap (mns) | $28,305 |
| Large cap (>$10bn) | 36.4% |
| Mid cap ($2-10bn) | 50.0% |
| Small cap (<$2bn) | 8.1% |
| Developed mkts. | 94.6% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
CANADA | 94.6 % |
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 | 16.7% | 44.0% | 38.7% | 28.0% | 16.6% | 13.6% | -- | 12.1% |
| Dividend Yield | 0.4% | 2.1% | 2.1% | 1.8% | 1.8% | 1.6% | -- | 1.7% |
| Total Returns | 17.1% | 46.2% | 40.8% | 29.8% | 18.4% | 15.2% | -- | 13.8% | Ann. Volatility | 18.0% | 15.1% | 15.9% | 14.4% | 15.9% | 16.8% | -- | 15.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.76 | 35% |
| MSCI EAFE | 0.63 | 39% |
| MSCI Emg Mkts | 0.45 | 35% |
Liquidity Measures
| Avg. volume (000) | 16 |
| ADV traded (mns) | $1 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $50.18 |
| Relative strength (RSI) | 59 |
| MACD/Signal | 0.43/0.42 |
| Bollinger Bands (Upper/Lower) | $51.44/$49.68 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. WXM.TO |
Expenses vs. WXM.TO |
ALTAR Score™ vs. WXM.TO |
|---|---|---|---|---|
| FCRC.TO | Franklin Canadian Core Equity Fund | 25.7% | -47 bp | +1.2% |
| FCCQ.TO | Fidelity Canadian High Quality ETF | 25.6% | -25 bp | +0.9% |
| FST.TO | First Trust Canadian Capital Strength ETF | 24.6% | +6 bp | +0.9% |
| DRFC.TO | Desjardins RI Canada Multifactor - Net-Zero Emissions Pathwa | 24.4% | -10 bp | +1.1% |
| HAL.TO | Global X Active Canadian Dividend ETF | 24.3% | -5 bp | -0.5% |
| ZFC.TO | BMO SIA Focused Canadian Equity Fund | 24.0% | +15 bp | -0.7% |
| ZLB.TO | BMO Low Volatility Canadian Equity ETF | 23.7% | -25 bp | +1.8% |
| MCLV.TO | Mackenzie GQE Canada Low Volatility ETF | 23.2% | -9 bp | +1.3% |
| FCCV.TO | Fidelity Canadian Value ETF | 22.2% | -25 bp | +1.5% |
| DRMC.TO | Desjardins RI Canada - Net-Zero Emissions Pathway ETF | 21.4% | -45 bp | +0.6% |
Risk and Returns: WXM.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 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
4.7%
ALTAR SCORE™
20nd
PERCENTILE
UNDERWEIGHT
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%. WXM.TO's ALTAR Score™ is approximately -0.8 standard
deviations above the category average. This places WXM.TO in the 20nd percentile
among funds in the category.
Sell-Side Consensus
$51.83
PRICE TARGET
-0.6%
UPSIDE