All-in-one Equity

ZEQT

BMO All-Equity ETF · BMO ETFs

$40.60 CAD

+0.44% today

In plain English

ZEQT is a ETF from BMO ETFs that one-ticket 100% global equity portfolio. It charges a of 0.2% per year and pays a distribution of about 1.9% (quarterly).

MER

0.2%

Per issuer

Yield

1.90%

Quarterly

AUM

$1.8B

Per issuer

Holdings

Per issuer

Risk level

Medium to High

5y avg return

11%

Estimate

Asset mix

Equity100%

Bonds & cash0%

Category: All-in-one Equity

Sector allocation

Technology21%
Financials18%
Industrials12%
Other49%

Country allocation

United States47%
Canada25%
International Developed23%
Emerging Markets5%

Fund objective

One-ticket 100% global equity portfolio.

Investment strategy

Fund-of-funds of BMO equity ETFs.

Who typically uses this

Long-term investors comfortable with all-stock volatility.

Potential benefits

· Simple
· Low fee
· Broad diversification

Potential risks

· No bond cushion

Top 10 holdings

ZSP — US Equity47%
ZCN — Canadian Equity25%

Smart insights

Top sector

Other currently represents 49% of this ETF.

Geography

47% of the fund is concentrated in United States.

Distributions

Pays roughly 1.9% per year, quarterly.

Concentrated

Only 5 holdings — more concentrated than a broad-market fund.

All-in-one

Single-ticket portfolio — no rebalancing needed on your side.

Price history

Yahoo Finance · cached 10 min

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News about ZEQT

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Terms used on this page

ETF

Exchange-Traded Fund. A basket of many investments you can buy in a single trade, like a stock.

MER

Management Expense Ratio — the yearly percentage fee an ETF charges you. Lower is usually better.

Yield

Yearly income (like dividends or interest) expressed as a percentage of the price.

Diversification

Spreading your money across many investments so no single one can hurt you badly.

Index

A defined list of investments (like the S&P 500). Many ETFs are built to copy an index.

Passive investing

Owning broad low-cost funds long-term instead of trying to beat the market.

Similar ETFs

XEQT

iShares Core Equity ETF Portfolio

MER 0.2%

VEQT

Vanguard All-Equity ETF Portfolio

MER 0.24%

ZSP

BMO S&P 500 Index ETF

MER 0.09%

ZAG

BMO Aggregate Bond Index ETF

MER 0.09%

Related market news

Inflation

Canadian inflation eases to 2.4%

Statistics Canada reported that the Consumer Price Index rose 2.4% year over year, down from the previous month.

Markets

TSX Composite closes at a record high

Canada's main stock index closed at a new all-time high, driven by strength in financials and materials.

ETF

Canadian ETF inflows top $10B this quarter

Canadian investors continued to pour money into ETFs, especially all-in-one and broad-market funds.

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Historical returns are for education only and are not a prediction. Prices are illustrative unless a live indicator is shown.

Educational only. PassiveInvesting.ca is an educational platform. Information provided is for educational purposes only and should not be considered financial, legal, or tax advice. Always conduct your own research and consult a qualified professional before making investment decisions.