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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
5
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%

Learn this ETF

A plain-English, factual breakdown of how ZEQT is built.

What it owns
A small set of underlying ETFs (5) that together cover all-in-one equity markets.
Tracked index / approach
Fund-of-funds of BMO equity ETFs.
Management fee (MER)
0.2% per year — about $20 per $10,000 invested annually.
Geographic exposure
United States 47% · Canada 25% · International Developed 23%
Sector exposure
Other 49% · Technology 21% · Financials 18%
Holdings count
5
Distribution frequency
Quarterly distributions
Investment objective
One-ticket 100% global equity portfolio.

Figures per issuer factsheet. Information provided for educational purposes only and is not investment advice.

What's new for ZEQT

Information provided for educational purposes only and is not investment advice.

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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ETF Fact

ETF fact: XIC

iShares Core S&P/TSX Capped Composite Index ETF (BlackRock iShares) is a canadian equity fund with an MER of 0.06% per the issuer factsheet.

Information provided for educational purposes only and is not investment advice.

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.

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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.

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