BMAX.TO vs. EGIF.TO

Last updated Jul 25, 2026

BMAX.TO (Brompton Enhanced Multi-Asset Income ETF) and EGIF.TO (Exemplar Growth and Income Fund) are both exchange-traded funds - BMAX.TO is a Diversified Portfolio fund actively managed by Brompton Funds Limited, while EGIF.TO is a Tactical Allocation fund actively managed by Arrow Capital Management Inc.. Both are actively managed. Over the past 3 years, BMAX.TO returned 17.46%/yr vs 15.95%/yr for EGIF.TO. At a 0.06 correlation, their price movements are largely independent.

Performance

BMAX.TO vs. EGIF.TO - 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 Exemplar Growth and Income Fund (EGIF.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BMAX.TO achieves a 9.61% return, which is significantly lower than EGIF.TO's 13.34% return.

BMAX.TO

• 1D: -0.26%
• 1M: -0.63%
• 6M: 7.54%
• YTD: 9.61%
• 1Y: 17.55%
• 3Y*: 17.46%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 17.30%

EGIF.TO

• 1D: -0.81%
• 1M: 1.14%
• 6M: 6.52%
• YTD: 13.34%
• 1Y: 24.49%
• 3Y*: 15.95%
• 5Y*: 7.08%
• 10Y*: —
• ALL TIME*: 7.98%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BMAX.TO Brompton Enhanced Multi-Asset Income ETF	CA$187.21K	CA$217.93K	CA$209.61K
EGIF.TO Exemplar Growth and Income Fund	CA$4.65K	CA$4.45K	CA$8.44K

BMAX.TO vs. EGIF.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
BMAX.TO Brompton Enhanced Multi-Asset Income ETF	9.61%	17.88%	19.43%	11.56%	5.83%
EGIF.TO Exemplar Growth and Income Fund	13.34%	15.83%	14.66%	-1.77%	1.67%

Correlation

The correlation between BMAX.TO and EGIF.TO is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.07
Correlation (3Y) Calculated over the trailing 3-year period	0.07
Correlation (All Time) Calculated using the full available price history since Oct 20, 2022	0.06

Return for Risk

BMAX.TO vs. EGIF.TO — 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: 64
BMAX.TO Sharpe Ratio Rank: 67
BMAX.TO Sortino Ratio Rank: 68
BMAX.TO Omega Ratio Rank: 64
BMAX.TO Calmar Ratio Rank: 54
BMAX.TO Martin Ratio Rank: 65

EGIF.TO

EGIF.TO Risk / Return Rank: 88
EGIF.TO Sharpe Ratio Rank: 74
EGIF.TO Sortino Ratio Rank: 89
EGIF.TO Omega Ratio Rank: 98
EGIF.TO Calmar Ratio Rank: 88
EGIF.TO Martin Ratio Rank: 91

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. EGIF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brompton Enhanced Multi-Asset Income ETF (BMAX.TO) and Exemplar Growth and Income Fund (EGIF.TO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BMAX.TO	EGIF.TO	Difference
Sharpe ratio: Return per unit of total volatility	1.52	1.69	-0.17
Sortino ratio: Return per unit of downside risk	2.22	3.02	-0.79
Omega ratio: Gain probability vs. loss probability	1.27	2.29	-1.02
Calmar ratio: Return relative to maximum drawdown	1.89	3.70	-1.81
Martin ratio: Return relative to average drawdown	7.94	15.18	-7.25

BMAX.TO vs. EGIF.TO - Sharpe Ratio Comparison

The current BMAX.TO Sharpe Ratio is 1.52, which is comparable to the EGIF.TO Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of BMAX.TO and EGIF.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BMAX.TO vs. EGIF.TO - Drawdown Comparison

The maximum BMAX.TO drawdown since its inception was -15.42%, roughly equal to the maximum EGIF.TO drawdown of -15.10%. Use the drawdown chart below to compare losses from any high point for BMAX.TO and EGIF.TO.

Drawdown Indicators

	BMAX.TO	EGIF.TO	Difference
Max Drawdown Largest peak-to-trough decline	-15.42%	-15.10%	-0.32%
Max Drawdown (1Y) Largest decline over 1 year	-9.35%	-6.68%	-2.67%
Max Drawdown (3Y) Largest decline over 3 years	-15.42%	-6.68%	-8.74%
Max Drawdown (5Y) Largest decline over 5 years	—	-15.10%	—
Current Drawdown Current decline from peak	-3.32%	-6.61%	+3.29%
Average Drawdown Average peak-to-trough decline	-1.88%	-3.44%	+1.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.22%	1.62%	+0.60%

Volatility

BMAX.TO vs. EGIF.TO - Volatility Comparison

The current volatility for Brompton Enhanced Multi-Asset Income ETF (BMAX.TO) is 3.91%, while Exemplar Growth and Income Fund (EGIF.TO) has a volatility of 9.14%. This indicates that BMAX.TO experiences smaller price fluctuations and is considered to be less risky than EGIF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BMAX.TO	EGIF.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.91%	9.14%	-5.23%
Volatility (6M) Calculated over the trailing 6-month period	9.75%	10.75%	-1.00%
Volatility (1Y) Calculated over the trailing 1-year period	11.58%	14.62%	-3.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.16%	9.27%	+3.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.16%	9.09%	+4.07%

Dividends

BMAX.TO vs. EGIF.TO - Dividend Comparison

BMAX.TO's dividend yield for the trailing twelve months is around 9.70%, more than EGIF.TO's 2.93% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BMAX.TO Brompton Enhanced Multi-Asset Income ETF	9.70%	9.70%	9.65%	9.55%	2.41%	0.00%	0.00%	0.00%	0.00%
EGIF.TO Exemplar Growth and Income Fund	2.93%	3.27%	3.66%	4.27%	4.57%	2.66%	2.86%	2.89%	0.75%

Frequently Asked Questions

Can I hold both BMAX.TO and EGIF.TO in my portfolio?

BMAX.TO and EGIF.TO have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

What is the main difference between BMAX.TO and EGIF.TO?

BMAX.TO is categorized as Diversified Portfolio, while EGIF.TO is Tactical Allocation. They also come from different issuers: Brompton Funds Limited and Arrow Capital Management Inc..