CBAL vs. ZESG ETF Comparison

Comparison of CI Balanced Asset Allocation ETF (CBAL) to BMO Balanced ESG ETF (ZESG)

CBAL

CI Balanced Asset Allocation ETF

CBAL Description

Grade (RS Rating)

Last Trade

$22.74

Average Daily Volume

17,759

Number of Holdings ^*

3

* may have additional holdings in another (foreign) market

ZESG

BMO Balanced ESG ETF

ZESG Description

BMO High Quality Corporate Bond Index ETF seeks to replicate, to the extent possible, the performance ofan investment grade corporate bond index, net of expenses. Currently, BMO High Quality Corporate Bond Index ETFseeks to replicate the performance of the FTSE Canada 1-10 year A+ Corporate Bond Index™.

Grade (RS Rating)

Last Trade

$37.25

Average Daily Volume

698

Number of Holdings ^*

2

* may have additional holdings in another (foreign) market

Performance

Period	CBAL	ZESG
30 Days	0.13%	0.76%
60 Days	1.61%	2.25%
90 Days	3.46%	3.99%
12 Months	19.07%	21.99%

0 Overlapping Holdings

	Symbol	Grade	Weight in CBAL	Weight in ZESG	Overlap

CBAL Overweight 3 Positions Relative to ZESG

	Symbol	Grade	Weight
	CAGG	B	32.05%
	CCDN	B	20.21%
	CGBI	D	9.46%

CBAL Underweight 2 Positions Relative to ZESG

	Symbol	Grade	Weight
	ESGY	B	-32.99%
	ZGB	C	-24.5%

CBAL: Top Represented Industries & Keywords

Industries:

Keywords: Etf Exchange Traded Funds Investment Strategy Wisdomtree Investments

ZESG: Top Represented Industries & Keywords

Industries:

Keywords: Etf Exchange Traded Funds Financial Markets Bloomberg Bond Market Index Government Government Bond Investment Strategy Msci Eafe Stock Market Index