(As of 4/30/2026)

BMO US Dividend ETF (ZDY)

(U.S. Dividend & Income Equity)
FundGrade A+® Rating recipient
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2017
2016




Inception Return
(3/27/2013)
13.41 %
YTD Return 9.00 %
NAVPS
(5/15/2026)
$55.81
Change ($0.41) / -0.72 %
Growth of $10,000 (As of April 30, 2026)
MER 0.34 %
Assets ($mil) -
Rank (1Yr) 34/219
Std Dev (3Yr) 15.44 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
BMO US Dividend ETF has been designed to provide exposure to a yield weighted portfolio of U.S. dividend paying stocks.
Fund Manager

BMO Asset Management Inc.

Portfolio Manager

BMO Asset Management Inc.

Sub-Advisor
-
 
Asset Allocation
(As of April 30, 2026)
Sector Allocation
(As of April 30, 2026)
Geographic Allocation
(As of April 30, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
Broadcom IncUS EquityTechnologyUnited States3.38%
Cisco Systems IncUS EquityTechnologyUnited States3.13%
Abbvie IncUS EquityHealthcareUnited States3.08%
Apple IncUS EquityTechnologyUnited States2.99%
Philip Morris International IncUS EquityConsumer GoodsUnited States2.84%
Qualcomm IncUS EquityTelecommunicationsUnited States2.80%
Chevron CorpUS EquityEnergyUnited States2.64%
Microchip Technology IncUS EquityTechnologyUnited States2.54%
Exxon Mobil CorpUS EquityEnergyUnited States2.21%
JPMorgan Chase & CoUS EquityFinancial ServicesUnited States2.16%

Performance Data (As of April 30, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.40 5.72 8.78 9.00 27.64 16.08 13.22 11.48
Benchmark 8.00 4.67 3.05 5.07 29.27 21.83 15.51 16.21
Quartile Ranking 3 1 1 1 1 2 1 2

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 10.14 25.89 4.68 2.27 23.04 -5.19 16.97 3.95 6.71 20.18
Benchmark 12.28 36.01 23.32 -12.52 28.16 16.07 25.18 3.98 13.80 8.65
Quartile Ranking 2 2 4 1 2 4 4 1 3 1

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