(As of 6/30/2025)

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)
12.49 %
YTD Return 13.79 %
NAVPS
(7/11/2025)
$53.39
Change ($0.10) / -0.19 %
Growth of $10,000 (As of June 30, 2025)
MER 0.40 %
Assets ($mil) -
Rank (1Yr) 199/728
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 June 30, 2025)
Sector Allocation
(As of June 30, 2025)
Geographic Allocation
(As of June 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Empire Co Ltd Cl ACanadian EquityConsumer ServicesCanada4.36%
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada4.00%
Metro IncCanadian EquityConsumer ServicesCanada3.69%
Fortis IncCanadian EquityUtilitiesCanada3.42%
Hydro One LtdCanadian EquityUtilitiesCanada3.37%
Quebecor Inc Cl BCanadian EquityTelecommunicationsCanada3.18%
TMX Group LtdCanadian EquityFinancial ServicesCanada3.03%
Emera IncCanadian EquityUtilitiesCanada3.01%
Thomson Reuters CorpCanadian EquityIndustrial ServicesCanada2.94%
Waste Connections IncCanadian EquityIndustrial ServicesCanada2.80%

Performance Data (As of June 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.18 7.67 13.79 13.79 25.20 14.27 14.73 10.06
Benchmark 2.91 8.53 10.17 10.17 26.37 16.09 15.02 9.61
Quartile Ranking 4 3 1 1 2 3 2 1

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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