Hamilton U.S. Mid/Small-Cap Financials ETF ETF Review (HUM) 2024

Last Updated: 3/7/2024

Wealth Awesome Rating: 67/100
This equity ETF has an MER of 0.61%. With higher than average fees, it’s a premium option. Managing 0 million in assets, it’s widely trusted by investors. Suitable for those seeking growth with a medium to high risk tolerance.
 
The Wealth Awesome ETF rating is based on identifying ETFs that are popular and well used, while keeping costs low.

HUM trades on the TSX exchange.
Looking to invest in general equity? Consider an general equity ETF as an easy way to get access. The Hamilton U.S. Mid/Small-Cap Financials ETF (HUM) is one of the most popular ETF’s in Canada by market cap. Let’s take a closer look at this ETF here.  

What is the Hamilton U.S. Mid/Small-Cap Financials ETF ETF

A general equity ETF, aiming for growth by investing in a broad range of stocks. This ETF has an MER of 0.61%. This ETF trades on the TSX exchange.

HUM stock price and other stats

ETF Key Stats

Exchange: TSX

Assets Under Management: $MM

Expense Ratio: 0.61%

Price: $340.72 (Updated: 3/7/2024)



Hamilton U.S. Mid/Small-Cap Financials ETF (HUM) Top 10 Holdings

Company NameSymbolAssets %
Nasdaq IncNDAQ3.01998
Popular IncBPOP2.95069
Hancock Whitney CorpHWC2.93456
Cadence BancorpCADE2.92893
East West Bancorp IncEWBC2.92168
Hartford Financial Services GroupHIG2.86989
LPL Financial Holdings IncLPLA2.81748
Webster Financial CorporationWBS2.80141
Arch Capital Group LtdACGL2.69122
Raymond James Financial Inc.RJF2.62366

Hamilton U.S. Mid/Small-Cap Financials ETF (HUM) Breakdown by Market Cap

CategoryValue
Mega0
Big7.4965
Medium34.24468
Small54.67221
Micro3.11726

Hamilton U.S. Mid/Small-Cap Financials ETF (HUM) Sector Breakdown

SectorEquity %Relative to Category
Basic Materials00
Consumer Cyclicals00
Financial Services98.3463799.72596
Real Estate00.01597
Communication Services00
Energy00
Industrials00.13865
Technology1.653630.11943
Consumer Defensive00
Healthcare00
Utilities00

Hamilton U.S. Mid/Small-Cap Financials ETF (HUM) Geographic Breakdown

RegionEquity %Relative to Category
North America96.84997.533
United Kingdom00.38775
Europe Developed00.941
Europe Emerging00.001
Africa/Middle East00.006
Japan00.05
Australasia00.896
Asia Developed00.097
Asia Emerging00.067
Latin America3.1510.016

HUM Management Expense Ratio

HUM has a management expense ratio of  0.61% . The MER is significantly lower than what you can get with a mutual fund product offered by large banks.  


How to Buy  Hamilton U.S. Mid/Small-Cap Financials ETF TSX ETF

You can buy  HUM on pretty much any online brokerage in Canada, since it trades on the TSX. If you are looking for some easy options take a look at these two:  
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Author Bio - Qayyum Rajan is a CFA Charterholder with 10+ years of finance experience and the co-creator of Wealthawesome.com. He has previously worked as a portfolio manager at RBC Dominion Securities and other roles at asset managers like Sentry Investments. He then started building websites and fintech apps to bring finance to everyone.

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