ZBAL vs. ZCON ETF Comparison

Comparison of BMO Balanced ETF (ZBAL) to BMO Conservative ETF (ZCON)

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

$37.33

Average Daily Volume

4,390

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ZCON

BMO Conservative ETF

ZCON Description

BMO Conservative ETF seeks to provide income and the potential for moderate long-termcapital appreciation, primarily by investing in ETFs that provide exposure to a diversifiedportfolio of global equity and fixed income securities.

Grade (RS Rating)

Last Trade

$33.22

Average Daily Volume

685

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	ZBAL	ZCON
30 Days	0.70%	0.88%
60 Days	0.92%	-0.12%
90 Days	3.67%	2.47%
12 Months	9.79%	5.46%

9 Overlapping Holdings

Symbol	Grade	Weight in ZBAL	Weight in ZCON	Overlap
ZAG	C	26.86%	40.85%	26.86%
ZCN	A	15.91%	10.76%	10.76%
ZEA	A	13.15%	8.87%	8.87%
ZEM	A	5.74%	3.87%	3.87%
ZGB	C	7.67%	11.66%	7.67%
ZMID	A	1.56%	1.08%	1.08%
ZMU	C	3.86%	5.87%	3.86%
ZSML	A	0.69%	0.48%	0.48%
ZSP	A	24.57%	16.53%	16.53%

ZBAL Overweight 0 Positions Relative to ZCON

	Symbol	Grade	Weight

ZBAL Underweight 0 Positions Relative to ZCON

	Symbol	Grade	Weight

ZBAL: Top Represented Industries & Keywords

Industries:

ZCON: Top Represented Industries & Keywords

Industries: