ZESG vs. GBAL ETF Comparison

Comparison of BMO Balanced ESG ETF (ZESG) to Ishares ESG Balanced ETF (GBAL)
ZESG

BMO Balanced ESG ETF

ZESG Description

BMO High Quality Corporate Bond Index ETF seeks to replicate, to the extent possible, the performance ofan investment grade corporate bond index, net of expenses. Currently, BMO High Quality Corporate Bond Index ETFseeks to replicate the performance of the FTSE Canada 1-10 year A+ Corporate Bond Index™.

Grade (RS Rating)

Last Trade

$37.33

Average Daily Volume

895

Number of Holdings *

2

* 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 ZESG GBAL
30 Days 1.25% 1.66%
60 Days 3.37% 3.67%
90 Days 4.27% 5.79%
12 Months 21.23% 24.96%
0 Overlapping Holdings
Symbol Grade Weight in ZESG Weight in GBAL Overlap
ZESG Overweight 2 Positions Relative to GBAL
Symbol Grade Weight
ESGY A 34.12%
ZGB A 23.67%
ZESG Underweight 2 Positions Relative to GBAL
Symbol Grade Weight
CLF B -10.21%
CLG A -5.6%
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