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      XBAL vs. BMAX ETF Comparison

      Comparison of Ishares Core Balanced ETF Portfolio (XBAL) to Brompton Enhanced Multi-Asset Income ETF (BMAX)
      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

      $28.29

      Average Daily Volume

      36,655

      Number of Holdings *

      5

      * 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

      $13.65

      Average Daily Volume

      8,314

      Number of Holdings *

      5

      * may have additional holdings in another (foreign) market
      Performance
      Period XBAL BMAX
      30 Days 0.93% -0.07%
      60 Days 3.57% 3.02%
      90 Days 1.76% 0.96%
      12 Months 14.51% 11.07%
      0 Overlapping Holdings
      Symbol Grade Weight in XBAL Weight in BMAX Overlap
      XBAL Overweight 5 Positions Relative to BMAX
      Symbol Grade Weight
      XBB A 25.12%
      XEF B 15.22%
      XIC C 14.92%
      XSH A 6.32%
      XEC A 3.1%
      XBAL Underweight 5 Positions Relative to BMAX
      Symbol Grade Weight
      TLF A -15.01%
      EDGF B -13.47%
      BFIN B -13.36%
      BDIV A -13.11%
      HIG A -12.29%

      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

      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
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