ZMU vs. BMAX ETF Comparison

Comparison of BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (ZMU) to Brompton Enhanced Multi-Asset Income ETF (BMAX)
ZMU

BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF

ZMU Description

BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF seeks to replicate, to the extent possible, the performance of a mid-term U.S. investment grade corporate bond index, net of expenses. Currently, BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF seeks to replicate the performance of the Bloomberg Barclays US Investment Grade 5 to 10 Year Corporate Bond Capped Index CAD Hedged.

Grade (RS Rating)

Last Trade

$12.50

Average Daily Volume

5,069

Number of Holdings *

1

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

Brompton Enhanced Multi-Asset Income ETF

BMAX Description Brompton Enhanced Multi-Asset Income ETF (BMAX) is designed to provide attractive monthly distributions and the opportunity for capital appreciation by investing in a portfolio of Brompton ETFs and preferred shares. By combining multiple investment strategies diversified by geography, sector, and asset class, this exchange-traded fund provides simple, low-cost access to an actively managed portfolio built for all market conditions.

Grade (RS Rating)

Last Trade

$13.64

Average Daily Volume

7,178

Number of Holdings *

6

* may have additional holdings in another (foreign) market
Performance
Period ZMU BMAX
30 Days 1.96% 4.20%
60 Days -0.16% 2.17%
90 Days 0.28% 5.08%
12 Months 2.01% 10.36%
0 Overlapping Holdings
Symbol Grade Weight in ZMU Weight in BMAX Overlap
ZMU Overweight 1 Positions Relative to BMAX
Symbol Grade Weight
ZIC B 99.88%
ZMU Underweight 6 Positions Relative to BMAX
Symbol Grade Weight
BPRF A -23.2%
TLF C -15.56%
BFIN B -13.32%
EDGF A -13.29%
BDIV A -12.85%
HIG B -12.37%
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