HTAE vs. BMAX ETF Comparison

Comparison of Harvest Tech Achievers Enhanced Income ETF (HTAE) to Brompton Enhanced Multi-Asset Income ETF (BMAX)

HTAE

Harvest Tech Achievers Enhanced Income ETF

HTAE Description

This ETF is built to deliver enhanced income and growth opportunities by applying modest leverage to the Harvest Tech Achievers Growth & Income ETF (HTA:TSX). It offers access to the same portfolio of large-cap tech companies with additional monthly cashflow. These companies are key to the tech sector that has shaped our lives and driven market growth. As the world becomes digitized, tech companies have been among the most successful. This ETF holds those leading companies to deliver both income and the growth opportunities investors seek in tech.

Grade (RS Rating)

Last Trade

$18.00

Average Daily Volume

13,675

Number of Holdings ^*

1

* 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

$13.64

Average Daily Volume

7,759

Number of Holdings ^*

5

* may have additional holdings in another (foreign) market

Performance

Period	HTAE	BMAX
30 Days	13.49%	2.64%
60 Days	14.86%	5.22%
90 Days	9.69%	3.18%
12 Months	34.98%	11.86%

0 Overlapping Holdings

	Symbol	Grade	Weight in HTAE	Weight in BMAX	Overlap

HTAE Overweight 1 Positions Relative to BMAX

	Symbol	Grade	Weight
	HTA	A	125.1%

HTAE Underweight 5 Positions Relative to BMAX

	Symbol	Grade	Weight
	TLF	A	-15.01%
	EDGF	C	-13.47%
	BFIN	B	-13.36%
	BDIV	A	-13.11%
	HIG	C	-12.29%

HTAE: Top Represented Industries & Keywords

Industries:

Keywords: Investment Fund Investment Management Market Capitalization Options Security Stock Fund Stock Market Index Technology Issuer Universe Volatility

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