BMAX.TO vs. GRO.TO
BMAX.TO (Brompton Enhanced Multi-Asset Income ETF) and GRO.TO (Franklin Growth ETF Portfolio) are both Diversified Portfolio funds. Over the past year, BMAX.TO returned 22.18% vs 23.55% for GRO.TO. At a 0.07 correlation, their price movements are largely independent. BMAX.TO charges 2.62%/yr vs 0.21%/yr for GRO.TO.
Performance
BMAX.TO vs. GRO.TO - Performance Comparison
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Returns By Period
In the year-to-date period, BMAX.TO achieves a 9.27% return, which is significantly higher than GRO.TO's 8.77% return.
BMAX.TO
- 1D
- -0.03%
- 1M
- 4.64%
- YTD
- 9.27%
- 6M
- 9.79%
- 1Y
- 22.18%
- 3Y*
- 18.63%
- 5Y*
- —
- 10Y*
- —
GRO.TO
- 1D
- 0.00%
- 1M
- 4.49%
- YTD
- 8.77%
- 6M
- 11.39%
- 1Y
- 23.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BMAX.TO vs. GRO.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BMAX.TO Brompton Enhanced Multi-Asset Income ETF | 9.27% | 17.88% | 6.90% |
GRO.TO Franklin Growth ETF Portfolio | 8.77% | 11.09% | 15.17% |
Correlation
The correlation between BMAX.TO and GRO.TO is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2024 | 0.07 |
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Return for Risk
BMAX.TO vs. GRO.TO — Risk / Return Rank
BMAX.TO
GRO.TO
BMAX.TO vs. GRO.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 Franklin Growth ETF Portfolio (GRO.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.
| BMAX.TO | GRO.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 3.54 | -2.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 4.07 | -1.69 |
| Martin ratioReturn relative to average drawdown | 10.46 | 19.41 | -8.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BMAX.TO | GRO.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 3.00 | -0.90 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.38 | 1.54 | -0.16 |
Drawdowns
BMAX.TO vs. GRO.TO - Drawdown Comparison
The maximum BMAX.TO drawdown since its inception was -15.42%, which is greater than GRO.TO's maximum drawdown of -12.96%. Use the drawdown chart below to compare losses from any high point for BMAX.TO and GRO.TO.
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Drawdown Indicators
| BMAX.TO | GRO.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.42% | -12.96% | -2.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.35% | -5.81% | -3.54% |
Max Drawdown (3Y)Largest decline over 3 years | -15.42% | — | — |
Current DrawdownCurrent decline from peak | -0.96% | -0.19% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -1.90% | -1.25% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.22% | +0.91% |
Volatility
BMAX.TO vs. GRO.TO - Volatility Comparison
Brompton Enhanced Multi-Asset Income ETF (BMAX.TO) and Franklin Growth ETF Portfolio (GRO.TO) have volatilities of 3.27% and 3.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMAX.TO | GRO.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 3.33% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.81% | 6.61% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.62% | 7.88% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.13% | 11.89% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.13% | 11.89% | +1.24% |
BMAX.TO vs. GRO.TO - Expense Ratio Comparison
BMAX.TO has a 2.62% expense ratio, which is higher than GRO.TO's 0.21% expense ratio.
Dividends
BMAX.TO vs. GRO.TO - Dividend Comparison
BMAX.TO's dividend yield for the trailing twelve months is around 9.59%, more than GRO.TO's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BMAX.TO Brompton Enhanced Multi-Asset Income ETF | 9.59% | 9.70% | 9.64% | 9.55% | 2.41% |
GRO.TO Franklin Growth ETF Portfolio | 2.13% | 2.04% | 1.50% | 0.00% | 0.00% |
Frequently Asked Questions
BMAX.TO and GRO.TO have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GRO.TO is cheaper at 0.21% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GRO.TO is cheaper with a 0.21% expense ratio, compared with 2.62% for BMAX.TO.
They also come from different issuers: Brompton Funds and Franklin Templeton. Their fees differ too: 2.62% for BMAX.TO and 0.21% for GRO.TO.
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