HHLE vs. XBAL ETF Comparison

Comparison of Harvest Healthcare Leaders Enhanced Income ETF (HHLE) to Ishares Core Balanced ETF Portfolio (XBAL)

HHLE

Harvest Healthcare Leaders Enhanced Income ETF

HHLE Description

This ETF is built to deliver enhanced income and growth opportunities by applying modest leverage to the Harvest Healthcare Leaders Income ETF (HHL:TSX). It offers access to the same portfolio of leading US healthcare companies, with enhanced monthly cashflow. The large-cap US healthcare companies held in the underlying portfolio uniquely combine technological and scientific innovation with powerful, non-cyclical demand tailwinds. We all need healthcare, especially as the developed world ages and the developing world becomes wealthier. We all need healthcare companies to innovate, and in this sector large-cap companies both generate and capture value from innovation.

Grade (RS Rating)

Last Trade

$10.71

Average Daily Volume

13,930

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

XBAL

Ishares Core Balanced ETF Portfolio

XBAL Description

The Fund seeks to provide long-term capital growth and income by investing primarily in one or more exchange-traded funds managed by BlackRock Canada or an affiliate (“iShares ETFs”) that provide exposure to equity and/or fixed income securities.

Grade (RS Rating)

Last Trade

$28.28

Average Daily Volume

32,827

Number of Holdings ^*

5

* may have additional holdings in another (foreign) market

Performance

Period	HHLE	XBAL
30 Days	7.10%	3.29%
60 Days	0.94%	2.13%
90 Days	0.47%	4.12%
12 Months	4.18%	11.66%

0 Overlapping Holdings

	Symbol	Grade	Weight in HHLE	Weight in XBAL	Overlap

HHLE Overweight 1 Positions Relative to XBAL

	Symbol	Grade	Weight
	HHL	A	126.23%

HHLE Underweight 5 Positions Relative to XBAL

	Symbol	Grade	Weight
	XBB	B	-25.45%
	XEF	A	-15.04%
	XIC	A	-14.99%
	XSH	B	-6.44%
	XEC	A	-3.12%

HHLE: Top Represented Industries & Keywords

Industries:

Keywords: Asset Management Financial Markets Health Healthcare Healthcare Sector Investment Fund Investment Management Market Capitalization Rate Of Return Security Volatility

XBAL: Top Represented Industries & Keywords

Industries:

Keywords: Market Capitalization Asset Management Blackrock Bloomberg Barclays Us Aggregate Bond Index Bond Market Indices Corporate Bond Financial Markets Index Fund Ishares Msci Eafe Stock Market Index Universe Capitalization Weighted Index Credit Economy Of Toronto Emerging Market Energy Exchange Traded Funds FTSE Financial