(As of 10/31/2025)

BMO MSCI USA High Quality Index ETF (ZUQ)

(U.S. Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2023
2022
2021
2020



Inception Return
(11/5/2014)
16.68 %
YTD Return 10.75 %
NAVPS
(11/14/2025)
$96.98
Change ($0.34) / -0.35 %
Growth of $10,000 (As of October 31, 2025)
MER 0.34 %
Assets ($mil) $1,220.42
Rank (1Yr) 719/1306
Std Dev (3Yr) 14.85 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
BMO MSCI USA High Quality Index ETF has been designed to replicate, to the extent possible, the performance of the MSCI USA High Quality Index, net of expenses.
Fund Manager

BMO Asset Management Inc.

Portfolio Manager

BMO Asset Management Inc.

Sub-Advisor
-
 
Asset Allocation
(As of October 31, 2025)
Sector Allocation
(As of October 31, 2025)
Geographic Allocation
(As of October 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
NVIDIA CorpUS EquityTechnologyUnited States6.74%
Apple IncUS EquityTechnologyUnited States5.85%
Eli Lilly and CoUS EquityHealthcareUnited States5.17%
Microsoft CorpUS EquityTechnologyUnited States5.06%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States4.55%
Visa Inc Cl AUS EquityFinancial ServicesUnited States4.16%
Alphabet Inc Cl AUS EquityTechnologyUnited States4.14%
Alphabet Inc Cl CUS EquityTechnologyUnited States3.52%
Mastercard Inc Cl AUS EquityFinancial ServicesUnited States3.19%
Netflix IncUS EquityConsumer ServicesUnited States2.85%

Performance Data (As of October 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.85 8.99 19.35 10.75 15.55 25.83 17.42 15.76
Benchmark 3.05 9.59 25.45 14.49 22.34 23.77 18.85 15.44
Quartile Ranking 2 2 3 3 3 1 1 1

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 33.89 32.66 -17.68 26.10 19.87 31.53 5.16 17.16 4.06 26.70
Benchmark 36.01 23.32 -12.52 28.16 16.07 25.18 3.98 13.80 8.65 20.77
Quartile Ranking 2 1 3 2 2 1 1 2 3 1

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