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      XBAL vs. PFMN ETF Comparison

      Comparison of Ishares Core Balanced ETF Portfolio (XBAL) to Picton Mahoney Fort Mkt Neutral Fund ETF (PFMN)
      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

      $27.78

      Average Daily Volume

      32,752

      Number of Holdings *

      5

      * may have additional holdings in another (foreign) market
      PFMN

      Picton Mahoney Fort Mkt Neutral Fund ETF

      PFMN Description The investment objective of the Picton Mahoney Fortified Market Neutral Alternative Fund (the “Fund”) is to provide consistent long-term capital appreciation and to provide unitholders with a risk-adjusted rate of return which outperforms its benchmark with less volatility than traditional equity markets and low correlation to major equity markets.

      Grade (RS Rating)

      Last Trade

      $14.28

      Average Daily Volume

      22,122

      Number of Holdings *

      4

      * may have additional holdings in another (foreign) market
      Performance
      Period XBAL PFMN
      30 Days -0.11% 1.49%
      60 Days 0.40% 2.22%
      90 Days 2.81% 3.25%
      12 Months 9.94% 6.17%
      1 Overlapping Holdings
      Symbol Grade Weight in XBAL Weight in PFMN Overlap
      XIC A 14.92% 13.64% 13.64%
      XBAL Overweight 4 Positions Relative to PFMN
      Symbol Grade Weight
      XBB C 25.52%
      XEF A 14.98%
      XSH B 6.36%
      XEC A 2.99%
      XBAL Underweight 3 Positions Relative to PFMN
      Symbol Grade Weight
      XIU A -10.46%
      BMO C -3.58%
      EFN B -3.06%

      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

      PFMN: Top Represented Industries & Keywords

      Industries: Banks - Global Credit Services
      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 60 Index S&P/Tsx Composite Index Standard & Poor's Toronto Stock Exchange Bank Bank Of Montreal Banking Banking Products Capital Market Capital Markets
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