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BMAX.TO vs. ASET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BMAX.TO vs. ASET - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Brompton Enhanced Multi-Asset Income ETF (BMAX.TO) and FlexShares Real Assets Allocation Index Fund (ASET). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BMAX.TO is traded in CAD, while ASET is traded in USD. To make them comparable, the ASET values have been converted to CAD using the latest available exchange rates.

Returns By Period


BMAX.TO

1D
-0.03%
1M
4.64%
YTD
9.27%
6M
9.79%
1Y
22.18%
3Y*
18.63%
5Y*
10Y*

ASET

1D
0.41%
1M
2.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BMAX.TO vs. ASET - Yearly Performance Comparison


Correlation

The correlation between BMAX.TO and ASET is -0.28, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 9, 2026

-0.28

BMAX.TO vs. ASET - Sectors Allocation Comparison


Sectors
BMAX.TO
ASET

Financial Services

24.1%

-

Technology

18.8%
0.2%

Healthcare

17.0%
2.2%

Industrials

13.0%
16.3%

Energy

7.0%
7.8%

Consumer Defensive

4.9%
1.1%

Utilities

4.4%
12.8%

Communication Services

4.3%
12.1%

Basic Materials

2.6%
5.8%

Consumer Cyclical

2.6%
0.1%

Real Estate

1.3%
41.6%

Financial Services

BMAX.TO
24.1%
ASET

-

Technology

BMAX.TO
18.8%
ASET
0.2%

Healthcare

BMAX.TO
17.0%
ASET
2.2%

Industrials

BMAX.TO
13.0%
ASET
16.3%

Energy

BMAX.TO
7.0%
ASET
7.8%

Consumer Defensive

BMAX.TO
4.9%
ASET
1.1%

Utilities

BMAX.TO
4.4%
ASET
12.8%

Communication Services

BMAX.TO
4.3%
ASET
12.1%

Basic Materials

BMAX.TO
2.6%
ASET
5.8%

Consumer Cyclical

BMAX.TO
2.6%
ASET
0.1%

Real Estate

BMAX.TO
1.3%
ASET
41.6%

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Return for Risk

BMAX.TO vs. ASET — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BMAX.TO
BMAX.TO Risk / Return Rank: 5959
Overall Rank
BMAX.TO Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
BMAX.TO Sortino Ratio Rank: 6363
Sortino Ratio Rank
BMAX.TO Omega Ratio Rank: 6262
Omega Ratio Rank
BMAX.TO Calmar Ratio Rank: 4848
Calmar Ratio Rank
BMAX.TO Martin Ratio Rank: 5959
Martin Ratio Rank

ASET
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BMAX.TO vs. ASET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brompton Enhanced Multi-Asset Income ETF (BMAX.TO) and FlexShares Real Assets Allocation Index Fund (ASET). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BMAX.TOASETDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

2.38

Martin ratioReturn relative to average drawdown

10.46

BMAX.TO vs. ASET - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BMAX.TOASETDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.10

Sharpe Ratio (All Time)

Calculated using the full available price history

1.38

1.31

+0.07

Drawdowns

BMAX.TO vs. ASET - Drawdown Comparison

The maximum BMAX.TO drawdown since its inception was -15.42%, which is greater than ASET's maximum drawdown of -2.45%. Use the drawdown chart below to compare losses from any high point for BMAX.TO and ASET.


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Drawdown Indicators


BMAX.TOASETDifference

Max Drawdown

Largest peak-to-trough decline

-15.42%

-2.45%

-12.97%

Max Drawdown (1Y)

Largest decline over 1 year

-9.35%

Max Drawdown (3Y)

Largest decline over 3 years

-15.42%

Current Drawdown

Current decline from peak

-0.96%

-0.19%

-0.77%

Average Drawdown

Average peak-to-trough decline

-1.90%

-0.88%

-1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.13%

Volatility

BMAX.TO vs. ASET - Volatility Comparison


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Volatility by Period


BMAX.TOASETDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.27%

Volatility (6M)

Calculated over the trailing 6-month period

8.81%

Volatility (1Y)

Calculated over the trailing 1-year period

10.62%

4.29%

+6.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.13%

4.29%

+8.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.13%

4.29%

+8.84%

BMAX.TO vs. ASET - Expense Ratio Comparison

BMAX.TO has a 2.62% expense ratio, which is higher than ASET's 0.57% expense ratio.


Dividends

BMAX.TO vs. ASET - Dividend Comparison

BMAX.TO's dividend yield for the trailing twelve months is around 9.59%, while ASET has not paid dividends to shareholders.


PositionTTM2025202420232022
ASET
FlexShares Real Assets Allocation Index Fund
0.00%0.00%0.00%0.00%0.00%
BMAX.TO
Brompton Enhanced Multi-Asset Income ETF
9.59%9.70%9.64%9.55%2.41%

Frequently Asked Questions


BMAX.TO and ASET have a correlation of -0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ASET is cheaper at 0.57% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ASET is cheaper with a 0.57% expense ratio, compared with 2.62% for BMAX.TO.

They also come from different issuers: Brompton Funds and Northern Trust. Their fees differ too: 2.62% for BMAX.TO and 0.57% for ASET.

Portfolio Optimizer

Find the right allocation for BMAX.TO and ASET

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