HBIE vs. BMAX ETF Comparison

Comparison of Harvest Balanced Income & Growth Enhanced ETF (HBIE) to Brompton Enhanced Multi-Asset Income ETF (BMAX)
HBIE

Harvest Balanced Income & Growth Enhanced ETF

HBIE Description

Grade (RS Rating)

Last Trade

$24.47

Average Daily Volume

1,036

Number of Holdings *

6

* may have additional holdings in another (foreign) market
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
Performance
Period HBIE BMAX
30 Days 0.78% -0.07%
60 Days 2.51% 3.02%
90 Days 0.96%
12 Months 11.07%
0 Overlapping Holdings
Symbol Grade Weight in HBIE Weight in BMAX Overlap
HBIE Overweight 6 Positions Relative to BMAX
Symbol Grade Weight
HHL A 15.86%
HTA A 15.12%
HPYT B 12.15%
HGR A 10.17%
XSB A 6.34%
ZPS B 6.34%
HBIE Underweight 5 Positions Relative to BMAX
Symbol Grade Weight
TLF A -15.01%
EDGF B -13.47%
BFIN B -13.36%
BDIV A -13.11%
HIG A -12.29%
Compare ETFs