RTA vs. XEQT ETF Comparison

Comparison of Purpose Tactical Asset Allocation Fund ETF (RTA) to Ishares Core Equity ETF (XEQT)

RTA

Purpose Tactical Asset Allocation Fund ETF

RTA Description

NA

Grade (RS Rating)

Last Trade

$30.88

Average Daily Volume

8,756

Number of Holdings ^*

2

* may have additional holdings in another (foreign) market

XEQT

Ishares Core Equity ETF

XEQT Description

XEQT seeks to provide long-term capital growth by investing primarily in one or more iShares ETFs thatprovide exposure to equity securities. See “Investment Objectives”.

Grade (RS Rating)

Last Trade

$33.29

Average Daily Volume

187,629

Number of Holdings ^*

3

* may have additional holdings in another (foreign) market

Performance

Period	RTA	XEQT
30 Days	3.38%	4.24%
60 Days	3.69%	5.76%
90 Days	2.86%	6.70%
12 Months	17.50%	31.60%

1 Overlapping Holdings

	Symbol	Grade	Weight in RTA	Weight in XEQT	Overlap
	XIC	A	54.69%	24.96%	24.96%

RTA Overweight 1 Positions Relative to XEQT

	Symbol	Grade	Weight
	VSB	A	3.07%

RTA Underweight 2 Positions Relative to XEQT

	Symbol	Grade	Weight
	XEF	B	-24.26%
	XEC	C	-5.14%

RTA: Top Represented Industries & Keywords

Industries:

Keywords: Exchange Traded Funds Asset Management Barclays Global Aggregate Blackrock Bloomberg Bloomberg Barclays Global Aggregate Canadian Government Canadian Government Credit Economy Of Toronto Etf Financial Markets Fixed Income Government Index Fund Ishares Market Capitalization Maturity S&P S&P 500 Index CBOE S&P/TSX 60

XEQT: Top Represented Industries & Keywords

Industries:

Keywords: Market Capitalization Msci Eafe Stock Market Index Asset Management Blackrock Capitalization Weighted Index Economy Of Toronto Emerging Market Exchange Traded Funds Financial Markets Index Fund International Development Ishares Msci World S&P S&P 500 Index CBOE S&P/TSX 60 S&P/Tsx Capped Composite Index S&P/Tsx Composite Index Shareholders