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Canadian Equity — Low Volatility

ZLB

BMO Low Volatility Canadian Equity ETF · BMO ETFs

$47.90 CAD
+0.11% today
In plain English

ZLB is a ETF from BMO ETFs that canadian stocks with historically lower volatility. It charges a of 0.39% per year and pays a distribution of about 2.5% (quarterly).

MER
0.39%
Per issuer
Yield
2.50%
Quarterly
AUM
$3.6B
Per issuer
Holdings
47
Per issuer
Risk level
Low to Medium
5y avg return
7.4%
Estimate

Asset mix

Equity100%
Bonds & cash0%

Category: Canadian Equity — Low Volatility

Sector allocation

  • Financials22%
  • Utilities17%
  • Consumer15%
  • Communication12%
  • Other34%

Country allocation

  • Canada100%

Fund objective

Canadian stocks with historically lower volatility.

Investment strategy

Rules-based low-beta selection.

Who typically uses this

Investors seeking smoother Canadian equity exposure.

Potential benefits
  • · Historically smaller drops
  • · Nice dividend yield
Potential risks
  • · May lag in strong bull markets
  • · Higher fee than broad index

Top 10 holdings

  • Fairfax Financial3.6%
  • Hydro One3.2%

Learn this ETF

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

What it owns
47 holdings in the canadian equity — low volatility space.
Tracked index / approach
Rules-based low-beta selection.
Management fee (MER)
0.39% per year — about $39 per $10,000 invested annually.
Geographic exposure
Canada 100%
Sector exposure
Other 34% · Financials 22% · Utilities 17%
Holdings count
47
Distribution frequency
Quarterly distributions
Investment objective
Canadian stocks with historically lower volatility.

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

What's new for ZLB

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

Smart insights

Top sector

Other currently represents 34% of this ETF.

Geography

100% of the fund is concentrated in Canada.

Distributions

Pays roughly 2.5% per year, quarterly.

Price history

Yahoo Finance · cached 10 min
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News about ZLB

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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

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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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