ZEQT vs. ZBAL ETF Comparison

Comparison of BMO All-Equity ETF (ZEQT) to BMO Balanced ETF (ZBAL)
ZEQT

BMO All-Equity ETF

ZEQT Description

BMO All-Equity ETF is an exchange traded fund launched and managed by BMO Asset Management Inc. The fund invests in public equity markets of global region. It invests through other funds in stocks of companies across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. BMO All-Equity ETF is domiciled in Canada.

Grade (RS Rating)

Last Trade

$46.53

Average Daily Volume

3,889

Number of Holdings *

6

* may have additional holdings in another (foreign) market
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

$37.32

Average Daily Volume

4,150

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period ZEQT ZBAL
30 Days 2.02% 1.41%
60 Days 2.33% 1.17%
90 Days 7.36% 4.60%
12 Months 17.92% 9.64%
6 Overlapping Holdings
Symbol Grade Weight in ZEQT Weight in ZBAL Overlap
ZCN A 24.42% 15.91% 15.91%
ZEA A 19.68% 13.15% 13.15%
ZEM A 7.36% 5.74% 5.74%
ZMID A 2.65% 1.56% 1.56%
ZSML A 1.04% 0.69% 0.69%
ZSP A 44.86% 24.57% 24.57%
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