ZLB

BMO

BMO Low Volatility Canadian Equity ETF

Canadian Equity CAD
Price: $58.49
YTD: 4.29%
MER: 0.39%

Data as of: April 1, 2026

MER
0.39%
Management Fee
Yield
1.92%
Distribution Yield
Price
$58.49
Current Price
Holdings
54
Total Securities
Inception
Oct 2011
Fund Launch

Fund Details

Provider BMO
Category Canadian Equity
AUM $5,861,858,573
Exchange TSX
Currency CAD
Distribution Frequency Quarterly
Last Distribution
Domicile Canada

Asset Allocation

100%
Stocks 100%

Cumulative Returns

Period Return
1 Month 6.16%
3 Months 4.38%
6 Months 11.41%
YTD 4.29%
1 Year 25.00%
3 Years 57.87%
5 Years 103.27%
10 Years 197.82%
Since Inception 475.11%

Annualized Returns

Period Return
1 Year 25.00%
2 Years
3 Years 16.44%
5 Years 15.24%
10 Years 11.53%
Since Inception 12.96%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
15.34% 9.39% -0.37% 22.88% 1.62% 21.83% -2.78% 11.09% 13.04% 2.67%

Performance as of: 2026-02-28

Growth of $10,000

Compare with other ETFs
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.

Top Holdings

Latest data
# Name Ticker Weight
1
L
Loblaw Companies Limited
CONSUMER STAPLES
L
4.82%
2
F
Fortis Inc.
UTILITIES
FTS
4.20%
3
Q
Quebecor Inc.
COMMUNICATION SERVICES
QBR/B
4.17%
4
H
Hydro One Limited
UTILITIES
H
4.16%
5
M
Metro Inc.
CONSUMER STAPLES
MRU
3.79%
6
E
Empire Company Limited
CONSUMER STAPLES
EMP/A
3.74%
7
E
Emera Incorporated
UTILITIES
EMA
3.59%
8
G
Great-West Lifeco Inc.
FINANCIALS
GWO
3.30%
9
C
Canadian Utilities Limited
UTILITIES
CU
3.09%
10
G
George Weston Limited
CONSUMER STAPLES
WN
2.89%
11
T
TMX Group Limited
FINANCIALS
X
2.72%
12
F
Franco-Nevada Corporation
MATERIALS
FNV
2.52%
13
W
Waste Connections, Inc.
INDUSTRIALS
WCN
2.51%
14
C
CCL Industries Inc.
MATERIALS
CCL/B
2.49%
15
I
Intact Financial Corporation
FINANCIALS
IFC
2.44%

Showing top 15 holdings

Sector Allocation

1
Financials 21.9%
2
Consumer Staples 19.2%
3
Utilities 17.9%
4
Industrials 10.7%
5
Communication Services 10.0%
6
Materials 9.1%
7
Consumer Discretionary 5.1%
8
Real Estate 4.2%
9
Information Technology 2.1%