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      ZBAL vs. ZUE ETF Comparison

      Comparison of BMO Balanced ETF (ZBAL) to BMO S&P 500 Hedged to CAD Index ETF (ZUE)
      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

      3,999

      Number of Holdings *

      9

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

      BMO S&P 500 Hedged to CAD Index ETF

      ZUE Description The investment seeks to replicate, to the extent possible, the performance of the S&P 500 Hedged to Canadian Dollars Index, net of expenses. The fund will invest in and hold the Constituent Securities of the S&P 500 Hedged to Canadian Dollars Index in the same proportion as they are reflected in the S&P 500 Hedged to Canadian Dollars Index or securities intended to replicate the performance of the Index. The index is a float-adjusted market capitalization weighted index that incorporates securities of 500 of the largest U.S. public issuers, representing all major industries, hedged to Canadian dollars, and provides a more diversified exposure that is more representative of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $73.62

      Average Daily Volume

      9,562

      Number of Holdings *

      1

      * may have additional holdings in another (foreign) market
      Performance
      Period ZBAL ZUE
      30 Days 3.47% 5.61%
      60 Days 2.06% 2.59%
      90 Days 4.04% 5.62%
      12 Months 10.65% 24.57%
      1 Overlapping Holdings
      Symbol Grade Weight in ZBAL Weight in ZUE Overlap
      ZSP A 24.57% 100.05% 24.57%
      ZBAL Overweight 8 Positions Relative to ZUE
      Symbol Grade Weight
      ZAG B 26.86%
      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%
      ZBAL Underweight 0 Positions Relative to ZUE
      Symbol Grade Weight

      ZBAL: Top Represented Industries & Keywords

      Industries:
      Keywords: Exchange Traded Funds Etf Financial Markets S&P Stock Market Index Bloomberg Bond Market Index Currency Derivative Market Capitalization S&P 400 Mid Cap Index Balance Sheet Betashares Cad Hedged Capitalization Weighted Index Cash And Cash Equivalents Corporate Bond Emerging Market FTSE Ftse Canada

      ZUE: Top Represented Industries & Keywords

      Industries:
      Keywords: Etf Exchange Traded Funds Financial Markets S&P S&P 500 Index S&P 500 Index CBOE
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