BMO Conservative ETF
Data as of: April 1, 2026
| Period | Return |
|---|---|
| 1 Month | 2.20% |
| 3 Months | 2.40% |
| 6 Months | 7.36% |
| YTD | 3.24% |
| 1 Year | 10.21% |
| 3 Years | 35.84% |
| 5 Years | 32.15% |
| 10 Years | — |
| Since Inception | 56.16% |
| Period | Return |
|---|---|
| 1 Year | 10.21% |
| 2 Years | — |
| 3 Years | 10.75% |
| 5 Years | 5.73% |
| 10 Years | — |
| Since Inception | 6.53% |
Annualized returns represent the average annual return over the period.
| 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|
| 11.38% | 10.29% | -11.36% | 5.87% | 9.76% |
Performance as of: 2026-02-28
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.
| # | Name | Ticker | Weight |
|---|---|---|---|
|
1
|
B
BMO Discount Bond Index ETF
Financials
|
ZDB |
42.90%
|
|
2
|
B
BMO US Aggregate Bond Index E…
|
ZUAG/F |
18.37%
|
|
3
|
B
BMO S&P 500 Index ETF
Financials
|
ZSP |
17.29%
|
|
4
|
B
BMO S&P/TSX Capped Composite …
Financials
|
ZCN |
9.69%
|
|
5
|
B
BMO MSCI EAFE Index ETF
Financials
|
ZEA |
6.81%
|
|
6
|
B
BMO MSCI Emerging Markets Ind…
Financials
|
ZEM |
3.50%
|
|
7
|
B
BMO S&P US Mid Cap Index ETF
|
ZMID |
1.01%
|
|
8
|
B
BMO S&P US Small Cap Index ETF
|
ZSML |
0.47%
|
|
9
|
B
BMO Discount Bond Index ETF
Financials
|
ZDB |
41.43%
|
|
10
|
B
BMO S&P 500 Index ETF
Financials
|
ZSP |
17.73%
|
|
11
|
B
BMO US Aggregate Bond Index E…
|
ZUAG/F |
17.68%
|
|
12
|
B
BMO S&P/TSX Capped Composite …
Financials
|
ZCN |
10.76%
|
|
13
|
B
BMO MSCI EAFE Index ETF
Financials
|
ZEA |
7.16%
|
|
14
|
B
BMO MSCI Emerging Markets Ind…
Financials
|
ZEM |
3.64%
|
|
15
|
B
BMO S&P US Mid Cap Index ETF
|
ZMID |
1.04%
|
Showing top 15 holdings