ZCON vs. GBAL ETF Comparison

Comparison of BMO Conservative ETF (ZCON) to Ishares ESG Balanced ETF (GBAL)
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

$35.21

Average Daily Volume

1,069

Number of Holdings *

7

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

Ishares ESG Balanced ETF

GBAL Description GBAL seeks to provide long-term capital growth and income by investing primarily in one or more iSharesETFs that provide exposure to equity and/or fixed income securities. The iShares ETFs in which GBAL invests iigenerally employ ESG-oriented investment strategies or primarily invest in government bonds. See ?InvestmentObjectives?.

Grade (RS Rating)

Last Trade

$50.22

Average Daily Volume

2,294

Number of Holdings *

2

* may have additional holdings in another (foreign) market
Performance
Period ZCON GBAL
30 Days 1.41% 1.66%
60 Days 3.92% 3.67%
90 Days 4.88% 5.79%
12 Months 15.54% 24.96%
0 Overlapping Holdings
Symbol Grade Weight in ZCON Weight in GBAL Overlap
ZCON Overweight 7 Positions Relative to GBAL
Symbol Grade Weight
ZAG B 41.12%
ZSP A 18.25%
ZCN B 10.35%
ZEA A 7.75%
ZEM A 3.34%
ZMID B 1.37%
ZSML C 0.55%
ZCON Underweight 2 Positions Relative to GBAL
Symbol Grade Weight
CLF B -10.21%
CLG A -5.6%
Compare ETFs