RTA vs. BNC ETF Comparison

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RTA vs. BNC ETF Comparison

Comparison of Purpose Tactical Asset Allocation Fund ETF (RTA) to Purpose Canadian Financial Income Fund Series ETF (BNC)

RTA

Purpose Tactical Asset Allocation Fund ETF

RTA Description

Grade (RS Rating)

Last Trade

$30.88

Average Daily Volume

8,576

Number of Holdings ^*

* may have additional holdings in another (foreign) market

BNC

Purpose Canadian Financial Income Fund Series ETF

BNC Description

The fund seeks to provide shareholders with (i) long-term capital appreciation through investment in a portfolio of Canadian Banks (defined below) (up to 70% on an equal weighted basis) and Canadian Insurance Companies (defined below) (up to 30% on an equal weighted basis) and (ii) monthly distributions.

Grade (RS Rating)

Last Trade

$29.46

Average Daily Volume

1,319

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	RTA	BNC
30 Days	-0.65%	3.81%
60 Days	2.40%
90 Days	3.33%
12 Months	13.10%

0 Overlapping Holdings

	Symbol	Grade	Weight in RTA	Weight in BNC	Overlap

RTA Overweight 1 Positions Relative to BNC

	Symbol	Grade	Weight
	XIC	A	54.69%

RTA Underweight 8 Positions Relative to BNC

Symbol	Grade	Weight
CM	A	-12.39%
NA	A	-12.02%
BNS	A	-11.89%
IAG	A	-9.26%
GWO	A	-9.09%
SLF	A	-7.59%
MFC	B	-7.21%
BMO	A	-6.68%

RTA: Top Represented Industries & Keywords

Industries:

Keywords: Asset Management Blackrock Economy Of Toronto Exchange Traded Funds Index Fund Ishares Market Capitalization S&P S&P 500 Index CBOE S&P/TSX 60 S&P/Tsx Capped Composite Index S&P/Tsx Composite Index Standard & Poor's Toronto Stock Exchange Tsx Toronto Stock Exchange 300 Composite Index

BNC: Top Represented Industries & Keywords

Industries: Banks - Global Insurance - Diversified Insurance - Life