XEQT vs. ZBAL ETF Comparison

Comparison of Ishares Core Equity ETF (XEQT) to BMO Balanced ETF (ZBAL)
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

$30.78

Average Daily Volume

206,567

Number of Holdings *

3

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

BMO Balanced ETF

ZBAL Description BMO Balanced ETF seeks to provide a balance of income and potential for long-term capitalappreciation, primarily by investing in ETFs that provide exposure to a diversified portfolio ofglobal equity and fixed income securities.

Grade (RS Rating)

Last Trade

$37.62

Average Daily Volume

3,771

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period XEQT ZBAL
30 Days 4.73% 3.52%
60 Days 2.16% 0.62%
90 Days 5.66% 3.27%
12 Months 20.35% 11.30%
0 Overlapping Holdings
Symbol Grade Weight in XEQT Weight in ZBAL Overlap
XEQT Overweight 3 Positions Relative to ZBAL
Symbol Grade Weight
XEF A 25.08%
XIC A 24.93%
XEC A 5.19%
XEQT Underweight 9 Positions Relative to ZBAL
Symbol Grade Weight
ZAG B -26.86%
ZSP A -24.57%
ZCN A -15.91%
ZEA A -13.15%
ZGB C -7.67%
ZEM A -5.74%
ZMU B -3.86%
ZMID A -1.56%
ZSML A -0.69%
Compare ETFs