TBAL vs. BMAX ETF Comparison

Comparison of TD Balanced Portfolio ETF (TBAL) to Brompton Enhanced Multi-Asset Income ETF (BMAX)

TBAL

TD Balanced Portfolio ETF

TBAL Description

Grade (RS Rating)

Last Trade

$17.84

Average Daily Volume

11,275

Number of Holdings ^*

4

* 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

$13.67

Average Daily Volume

7,813

Number of Holdings ^*

5

* may have additional holdings in another (foreign) market

Performance

Period	TBAL	BMAX
30 Days	1.25%	2.19%
60 Days	2.58%	3.72%
90 Days	2.52%	2.95%
12 Months		12.80%

0 Overlapping Holdings

	Symbol	Grade	Weight in TBAL	Weight in BMAX	Overlap

TBAL Overweight 4 Positions Relative to BMAX

	Symbol	Grade	Weight
	TDB	B	39.78%
	TPU	A	25.11%
	TTP	B	19.99%
	TPE	A	15.04%

TBAL 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%

TBAL: Top Represented Industries & Keywords

Industries:

Keywords: Etf Exchange Traded Funds Financial Markets Stock Market Index Bond Market Indices Capitalism Debt Ge Capital Government Inverse Exchange Traded Fund Security Silver Exchange Traded Product Solactive

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