BMAX vs. TERM ETF Comparison

Comparison of Brompton Enhanced Multi-Asset Income ETF (BMAX) to Manulife Smart Short-Term Bond ETF (TERM)

BMAX

Brompton Enhanced Multi-Asset Income ETF

BMAX Description

Brompton Enhanced Multi-Asset Income ETF (BMAX) is designed to provide attractive monthly distributions and the opportunity for capital appreciation by investing in a portfolio of Brompton ETFs and preferred shares. By combining multiple investment strategies diversified by geography, sector, and asset class, this exchange-traded fund provides simple, low-cost access to an actively managed portfolio built for all market conditions.

Grade (RS Rating)

Last Trade

$14.03

Average Daily Volume

9,189

Number of Holdings ^*

5

* may have additional holdings in another (foreign) market

TERM

Manulife Smart Short-Term Bond ETF

TERM Description

Manulife Smart Short-Term Bond ETF is an exchange traded fund launched and managed by Manulife Investment Management Limited. The fund invests in the fixed income markets of the Canada. It invests in short-term Canadian corporate investment-grade fixed income securities. The fund benchmark the performance of its portfolio against the FTSE Canada Short-Term Overall Bond Index. It employs proprietary research to create its portfolio. Manulife Smart Short-Term Bond ETF was formed on November 10, 2020 and is domiciled in Canada.

Grade (RS Rating)

Last Trade

$9.68

Average Daily Volume

9,797

Number of Holdings ^*

4

* may have additional holdings in another (foreign) market

Performance

Period	BMAX	TERM
30 Days	1.59%	0.94%
60 Days	2.41%	2.27%
90 Days	4.11%	2.96%
12 Months	18.01%	8.24%

0 Overlapping Holdings

	Symbol	Grade	Weight in BMAX	Weight in TERM	Overlap

BMAX Overweight 5 Positions Relative to TERM

	Symbol	Grade	Weight
	TLF	B	12.3%
	BFIN	A	11.2%
	BDIV	A	10.89%
	EDGF	A	10.66%
	HIG	B	9.75%

BMAX Underweight 4 Positions Relative to TERM

	Symbol	Grade	Weight
	BNS	A	-4.6%
	LB	B	-3.16%
	BMO	B	-3.01%
	CIX	A	-2.53%

BMAX: Top Represented Industries & Keywords

Industries:

Keywords: Volatility Rate Of Return Currency Dividend Etf Exchange Traded Funds Mathematical Finance Shareholders Technical Analysis Covered Call Financial Financial Markets Financial Services Financials Ge Capital Health Healthcare Investor Market Risk Options

TERM: Top Represented Industries & Keywords

Industries: Banks - Global Asset Management Banks - Regional - Canada

Keywords: Financial Services Bank Banking Advisors Banking Products Financial ING Group Insurance Investment Banking Investment Products Mutual Fund Mutual Funds Wealth Management Asset Management Bank Branches Bank Of Canada Bank Of Montreal Banking Services Capital Market Capital Markets