ETF Comparison

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CDZ iShares

iShares S&P/TSX Canadian Dividend Aristocrats Index ETF

Canadian Equity
MER
0.66%
Yield
3.00%
Price
$45.44
Holdings
95
AUM
$1.2B
Inception
Sep 2006
Asset Allocation
100%
Stocks 100%
ZCN BMO

BMO S&P/TSX Capped Composite Index ETF

Canadian Equity
MER
0.06%
Yield
2.02%
Price
$48.18
Holdings
218
AUM
$18.3B
Inception
May 2009
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CDZ -2.35% 1.57% 5.73% 14.56% 20.91% 20.08% 11.57% 10.40% 8.38% (Sep 2006)
ZCN 3.09% 4.86% 6.76% 15.96% 29.81% 24.66% 15.20% 12.78% 10.17% (May 2009)
As of: Aug 31, 2026
3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
CDZ 18.29% 20.07% 9.26% -4.25% 25.06% -2.94%
ZCN 31.55% 21.55% 11.67% -5.86% 25.03% 5.70%
As of: Aug 31, 2026

Growth of $10,000

Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

CDZ — Mix

Geographic Allocation
Canada 99.7%
United States 0.3%
Sector Allocation
Energy 21.6%
Financials 19.1%
Industrials 15.3%
Utilities 10.3%
Consumer Staples 7.0%
Communication 6.6%
Consumer Discretionary 6.6%
Real Estate 6.5%

ZCN — Mix

Sector Allocation
Financials 34.0%
Materials 19.0%
Energy 16.9%
Industrials 9.9%
Information Technology 8.0%
Utilities 3.2%
Consumer Staples 3.0%
Consumer Discretionary 2.9%

Top 10 Holdings

Latest reported top holdings for each ETF

CDZ iShares S&P/TSX Canadian Dividend Aristocrats Index ETF

# Holding Weight
1 SOUTH BOW 3.38%
2 WESTSHORE TERMINALS INVESTMENT 2.77%
3 GIBSON ENERGY 2.74%
4 MULLEN GROUP 2.71%
5 CANADIAN NATURAL RESOURCES LTD 2.29%
6 TELUS 2.23%
7 PEMBINA PIPELINE 2.22%
8 ENBRIDGE 2.09%
9 CT REIT UNITS TRUST 2.0%
10 CENOVUS ENERGY 1.96%

ZCN BMO S&P/TSX Capped Composite Index ETF

# Holding Weight
1 Royal Bank of Canada 7.64%
2 The Toronto-Dominion Bank 5.4%
3 Shopify Inc. 4.81%
4 Bank of Montreal 3.2%
5 The Bank Of Nova Scotia 3.01%
6 Enbridge Inc. 2.96%
7 Canadian Natural Resources Limited 2.8%
8 Canadian Imperial Bank Of Commerce 2.79%
9 Agnico Eagle Mines Limited 2.76%
10 Brookfield Corporation 2.35%
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