(As of 12/31/2025)

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)
12.78 %
YTD Return 25.26 %
NAVPS
(1/9/2026)
$58.57
Change $0.34 / 0.59 %
Growth of $10,000 (As of December 31, 2025)
MER 0.40 %
Assets ($mil) -
Rank (1Yr) 240/721
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 December 31, 2025)
Sector Allocation
(As of December 31, 2025)
Geographic Allocation
(As of December 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada4.67%
Hydro One LtdCanadian EquityUtilitiesCanada3.92%
Metro IncCanadian EquityConsumer ServicesCanada3.90%
Fortis IncCanadian EquityUtilitiesCanada3.82%
Quebecor Inc Cl BCanadian EquityTelecommunicationsCanada3.63%
Empire Co Ltd Cl ACanadian EquityConsumer ServicesCanada3.55%
Great-West Lifeco IncCanadian EquityFinancial ServicesCanada3.48%
Emera IncCanadian EquityUtilitiesCanada3.34%
TMX Group LtdCanadian EquityFinancial ServicesCanada2.93%
Intact Financial CorpCanadian EquityFinancial ServicesCanada2.77%

Performance Data (As of December 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.09 5.37 10.08 25.26 25.26 16.48 14.11 11.33
Benchmark 1.32 6.25 19.53 31.68 31.68 21.42 16.09 12.66
Quartile Ranking 4 2 4 2 2 3 2 2

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 25.26 15.34 9.39 -0.37 22.88 1.62 21.83 -2.78 11.09 13.04
Benchmark 31.68 21.65 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08
Quartile Ranking 2 4 3 1 3 3 2 1 1 4

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