ZBAL vs. ZGRO ETF Comparison

Comparison of BMO Balanced ETF (ZBAL) to BMO Growth ETF (ZGRO)
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

$40.19

Average Daily Volume

4,943

Number of Holdings *

9

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

BMO Growth ETF

ZGRO Description BMO Growth ETF seeks to provide the potential for long-term capital appreciation, primarilyby investing in ETFs that provide exposure to a diversified portfolio of global equity and fixedincome securities.

Grade (RS Rating)

Last Trade

$45.71

Average Daily Volume

8,714

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period ZBAL ZGRO
30 Days 0.83% 1.29%
60 Days 2.32% 4.57%
90 Days 4.36% 7.05%
12 Months 19.35% 24.73%
7 Overlapping Holdings
Symbol Grade Weight in ZBAL Weight in ZGRO Overlap
ZAG C 27.17% 13.49% 13.49%
ZCN A 15.13% 20.14% 15.13%
ZEA D 11.59% 15.09% 11.59%
ZEM C 4.66% 6.21% 4.66%
ZMID A 1.85% 2.19% 1.85%
ZSML A 0.75% 0.87% 0.75%
ZSP A 27.48% 36.42% 27.48%
Compare ETFs