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      BMAX vs. ZBAL ETF Comparison

      Comparison of Brompton Enhanced Multi-Asset Income ETF (BMAX) to BMO Balanced ETF (ZBAL)
      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

      $13.65

      Average Daily Volume

      8,314

      Number of Holdings *

      5

      * may have additional holdings in another (foreign) market
      ZBAL

      BMO Balanced ETF

      ZBAL Description BMO Balanced ETF seeks to provide a balance of income and potential for long-term capitalappreciation, primarily by investing in ETFs that provide exposure to a diversified portfolio ofglobal equity and fixed income securities.

      Grade (RS Rating)

      Last Trade

      $37.92

      Average Daily Volume

      3,764

      Number of Holdings *

      9

      * may have additional holdings in another (foreign) market
      Performance
      Period BMAX ZBAL
      30 Days -0.07% 0.88%
      60 Days 3.02% 3.69%
      90 Days 0.96% 1.85%
      12 Months 11.07% 12.46%
      0 Overlapping Holdings
      Symbol Grade Weight in BMAX Weight in ZBAL Overlap
      BMAX Overweight 5 Positions Relative to ZBAL
      Symbol Grade Weight
      TLF A 15.01%
      EDGF B 13.47%
      BFIN B 13.36%
      BDIV A 13.11%
      HIG A 12.29%
      BMAX Underweight 9 Positions Relative to ZBAL
      Symbol Grade Weight
      ZAG B -26.86%
      ZSP A -24.57%
      ZCN C -15.91%
      ZEA B -13.15%
      ZGB A -7.67%
      ZEM A -5.74%
      ZMU A -3.86%
      ZMID B -1.56%
      ZSML C -0.69%

      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

      ZBAL: Top Represented Industries & Keywords

      Industries:
      Keywords: Exchange Traded Funds Etf Financial Markets S&P Stock Market Index Bloomberg Bond Market Index Currency Derivative Market Capitalization S&P 400 Mid Cap Index Balance Sheet Betashares Cad Hedged Capitalization Weighted Index Cash And Cash Equivalents Corporate Bond Emerging Market FTSE Ftse Canada
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