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ZWH.TO vs. SDAY.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZWH.TO vs. SDAY.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO US High Dividend Covered Call ETF (ZWH.TO) and Hamilton Enhanced U.S. Equity DayMAX™ ETF (SDAY.NEO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZWH.TO achieves a 13.86% return, which is significantly higher than SDAY.NEO's 9.14% return.


ZWH.TO

1D
0.66%
1M
7.97%
YTD
13.86%
6M
11.86%
1Y
27.24%
3Y*
14.93%
5Y*
11.42%
10Y*
9.87%

SDAY.NEO

1D
0.77%
1M
3.97%
YTD
9.14%
6M
6.59%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZWH.TO vs. SDAY.NEO - Yearly Performance Comparison


Correlation

The correlation between ZWH.TO and SDAY.NEO is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 15, 2025

0.79

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Return for Risk

ZWH.TO vs. SDAY.NEO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ZWH.TO
ZWH.TO Risk / Return Rank: 8585
Overall Rank
ZWH.TO Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
ZWH.TO Sortino Ratio Rank: 8888
Sortino Ratio Rank
ZWH.TO Omega Ratio Rank: 8383
Omega Ratio Rank
ZWH.TO Calmar Ratio Rank: 8686
Calmar Ratio Rank
ZWH.TO Martin Ratio Rank: 8787
Martin Ratio Rank

SDAY.NEO
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ZWH.TO vs. SDAY.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO US High Dividend Covered Call ETF (ZWH.TO) and Hamilton Enhanced U.S. Equity DayMAX™ ETF (SDAY.NEO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ZWH.TOSDAY.NEODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.51

Calmar ratioReturn relative to maximum drawdown

4.81

Martin ratioReturn relative to average drawdown

18.98

ZWH.TO vs. SDAY.NEO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ZWH.TOSDAY.NEODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

1.39

-0.59

Drawdowns

ZWH.TO vs. SDAY.NEO - Drawdown Comparison

The maximum ZWH.TO drawdown since its inception was -34.01%, which is greater than SDAY.NEO's maximum drawdown of -7.75%. Use the drawdown chart below to compare losses from any high point for ZWH.TO and SDAY.NEO.


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Drawdown Indicators


ZWH.TOSDAY.NEODifference

Max Drawdown

Largest peak-to-trough decline

-34.01%

-7.75%

-26.26%

Max Drawdown (1Y)

Largest decline over 1 year

-5.69%

Max Drawdown (3Y)

Largest decline over 3 years

-15.59%

Max Drawdown (5Y)

Largest decline over 5 years

-15.59%

Max Drawdown (10Y)

Largest decline over 10 years

-34.01%

Current Drawdown

Current decline from peak

0.00%

-1.27%

+1.27%

Average Drawdown

Average peak-to-trough decline

-3.11%

-1.86%

-1.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.44%

Volatility

ZWH.TO vs. SDAY.NEO - Volatility Comparison


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Volatility by Period


ZWH.TOSDAY.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.46%

Volatility (6M)

Calculated over the trailing 6-month period

7.66%

Volatility (1Y)

Calculated over the trailing 1-year period

9.91%

11.55%

-1.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.65%

11.55%

+0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.84%

11.55%

+3.29%

ZWH.TO vs. SDAY.NEO - Expense Ratio Comparison

ZWH.TO has a 0.65% expense ratio, which is lower than SDAY.NEO's 0.85% expense ratio.


Dividends

ZWH.TO vs. SDAY.NEO - Dividend Comparison

ZWH.TO's dividend yield for the trailing twelve months is around 5.76%, less than SDAY.NEO's 16.28% yield.


PositionTTM20252024202320222021202020192018201720162015
SDAY.NEO
Hamilton Enhanced U.S. Equity DayMAX™ ETF
16.28%8.61%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ZWH.TO
BMO US High Dividend Covered Call ETF
5.76%6.22%4.87%5.71%6.03%5.64%6.59%5.97%5.66%5.46%5.57%5.31%

Frequently Asked Questions


ZWH.TO and SDAY.NEO have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZWH.TO is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZWH.TO is cheaper with a 0.65% expense ratio, compared with 0.85% for SDAY.NEO.

They also come from different issuers: BMO and Hamilton Capital. Their fees differ too: 0.65% for ZWH.TO and 0.85% for SDAY.NEO.

Portfolio Optimizer

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