(As of 11/30/2025)

BMO Low Volatility Canadian Equity ETF (ZLB)

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



Inception Return
(10/20/2011)
12.85 %
YTD Return 25.15 %
NAVPS
(12/19/2025)
$57.92
Change $0.04 / 0.06 %
Growth of $10,000 (As of November 30, 2025)
MER 0.40 %
Assets ($mil) $5,619.40
Rank (1Yr) 198/721
Std Dev (3Yr) 13.87 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
BMO Low Volatility Canadian Equity ETF has been designed to provide exposure to a low beta weighted portfolio of Canadian stocks. Beta measures the security's sensitivity to market movements.
Fund Manager

BMO Asset Management Inc.

Portfolio Manager

BMO Asset Management Inc.

Sub-Advisor
-
 
Asset Allocation
(As of November 30, 2025)
Sector Allocation
(As of November 30, 2025)
Geographic Allocation
(As of November 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada4.67%
Metro IncCanadian EquityConsumer ServicesCanada3.96%
Hydro One LtdCanadian EquityUtilitiesCanada3.92%
Fortis IncCanadian EquityUtilitiesCanada3.92%
Empire Co Ltd Cl ACanadian EquityConsumer ServicesCanada3.83%
Quebecor Inc Cl BCanadian EquityTelecommunicationsCanada3.70%
Emera IncCanadian EquityUtilitiesCanada3.35%
Great-West Lifeco IncCanadian EquityFinancial ServicesCanada3.33%
TMX Group LtdCanadian EquityFinancial ServicesCanada2.88%
George Weston LtdCanadian EquityConsumer ServicesCanada2.78%

Performance Data (As of November 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.69 6.73 11.27 25.15 21.79 15.58 13.88 11.06
Benchmark 3.86 10.53 21.41 29.96 25.71 18.89 16.18 12.16
Quartile Ranking 1 3 4 2 2 2 3 2

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 15.34 9.39 -0.37 22.88 1.62 21.83 -2.78 11.09 13.04 2.67
Benchmark 21.65 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32
Quartile Ranking 4 3 1 3 3 2 1 1 4 1

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