Carney's stance on Trump inspired Canadian ETF

According to CNN, Canadian Prime Minister Mark Carney's election victory announced that Canada will "never succumb to the United States" pressure, and despite growing economic challenges between the two countries, the strong performance of the ETF matches the strong performance of the Canadian market.

As Canadian-U.S. relations worsen under trade pressure, investors in the north have multiple ETF options that show resilience, while ETF.com data suggests that money is both towards stock exposure and monetary capital, while Canada’s new leadership lists independent economic paths.

According to ETF.com data, JPMorgan betabuilders Canadian ETF (BBCA) Over the past year, over 16% has been provided while charging a fee ratio of 0.19%. The fund tracks large and medium-cap stocks in Canadian stocks, attracting $38 million from one year to date.

CNN reported that the BBCA's performance came when Carney said: "The United States wants our land, our resources, our water, our country." The fund will hold Royal Bank of Canada its top position at 7.7%, followed by Shopify Inc. (Shop), at 5.3%, but uniquely include Agnico Eagle Mines Limited (2.8%) in its top 10 holdings, the highest stake in ETF.com data.

Although these three major Canadian equity ETFs have similar core holdings, they differ in methodology and investor attractiveness. ETF.com data shows that BBCA does not include small caps, but maintains $7.7 billion in assets, with the highest performance in its peers.

this Ishares MSCI CANADA ETF (EWC) Owning the same top stake, but in its top 10 includes Natural Resources Canada Limited (2.8%), while not including Agnico Eagle Mines. Despite the higher expense ratio, EWC attracted $74.9 million in annual traffic and maintained $2.7 billion in assets, ETF.com reported.

this Franklin's Canadian FTSE ETF (FLCA) The minimum expense ratio that offers a portfolio composition similar to EWC is only 0.09%. According to ETF.com, FLCA uses an RIC-compliant index structure to avoid higher stock concentrations, but despite publishing its best year-on-year performance at a rate of 16.2%, year-to-date outflows experienced $7.5 million.

this Invesco Currencyshares Canadian Dollar Trust (FXC) Take a different approach, providing pure currency exposure rather than equity holdings. FXC has risen 4.3% so far, with three-month inflows reaching $20.9 million as Carney tries to strengthen the Canadian economy from the United States

Canadian ETF performance and flow

Source: ETF.com Comparison Tool

CNN reported that Carney has promised to "build something in this country again" when building stronger ties with European allies. The former central banker told podcast host Nate Erskine-Smith in October that he understands “how the world works” and knows “the person who runs some of the world’s largest companies” to position himself as someone who can handle this economic challenge.

According to ETF.com, each ETF has a one-month return of one month, with BBCA, EWC and FLCA yielding 4.4%, while FXC has increased by 3.7%. These trends reflect investors' interest in Canadian assets as Trump has 25% tariffs on Canadian steel, aluminum, automobiles and auto parts threatening the country's move towards a recession.

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