ZBAL vs. XAW ETF Comparison

Comparison of BMO Balanced ETF (ZBAL) to iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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

$37.30

Average Daily Volume

4,339

Number of Holdings *

9

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

iShares Core MSCI All Country World ex Canada Index ETF

XAW Description The investment seeks to replicate, net of expenses, the performance of the MSCI ACWI ex Canada IMI. The index captures large, mid and small capitalization representation across 22 of 23 developed markets countries (excluding Canada) and 23 emerging market countries.

Grade (RS Rating)

Last Trade

$40.14

Average Daily Volume

26,948

Number of Holdings *

2

* may have additional holdings in another (foreign) market
Performance
Period ZBAL XAW
30 Days 0.24% 0.73%
60 Days 0.27% 2.28%
90 Days 2.97% 6.79%
12 Months 9.02% 21.54%
0 Overlapping Holdings
Symbol Grade Weight in ZBAL Weight in XAW Overlap
ZBAL Overweight 9 Positions Relative to XAW
Symbol Grade Weight
ZAG C 26.86%
ZSP A 24.57%
ZCN A 15.91%
ZEA A 13.15%
ZGB C 7.67%
ZEM A 5.74%
ZMU C 3.86%
ZMID A 1.56%
ZSML A 0.69%
ZBAL Underweight 2 Positions Relative to XAW
Symbol Grade Weight
XEF A -25.12%
XEC A -10.92%
Compare ETFs