VS
BMO Global REIT Fund Active ETF Series (BGRT) and Harvest REIT Leaders Income ETF (HGR) offer distinct profiles for Canadian ETF investors. A direct comparison shows that BGRT focuses its top 3 sector exposures on Real Estate and Health Care, while HGR leans towards Real Estate. When evaluating costs, BGRT features a management fee (MER) of 1.02%, compared to 0.85% for HGR. Performance-wise, BGRT has returned 11.34% year-to-date with +$0 M in net flows, whereas HGR is at 7.75% with -$17 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
BGRT
HGR
| AuM | $0.87 M | $33.67 M |
| Management Fees | 1.02% | 0.85% |
| Exp. ratio | 1.01% | 0.99% |
| Tracking Difference | - | - |
Historical performance and flows
As of June 11, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | BGRT | +2.44% | +6.68% | +11.34% | +10.54% | - |
HGR | +1.65% | +4.07% | +7.75% | +3.49% | +15.53% | |
| Flows | BGRT | +$0 M | +$0 M | +$0 M | -$50 M | - |
HGR | +$1 M | +$1 M | -$17 M | -$18 M | +$30 M |
BGRT vs HGR exposure
Countries
BGRT
USA
62.30%
Canada
27.96%
Other
9.74%
HGR
USA
72.10%
Other
9.20%
Other
18.70%
Sectors
BGRT
Real Estate
90.59%
Other
9.41%
HGR
Real Estate
90.80%
Other
9.20%
As of June 11, 2026
Top 10 Holdings
BGRT
VENTAS REIT
6.24%
PROLOGIS REIT
5.98%
CHARTWELL RETIREMENT RESIDENCES
5.80%
EQUINIX INC COMMON STOCK REIT
5.05%
KIMCO REALTY REIT
3.85%
FLAGSHIP CMNTIES REIT
3.78%
DIGITAL REALTY REIT
3.47%
AVALONBAY COMMUNITIES REIT
3.38%
PUBLIC STORAGE REIT
3.29%
WELLTOWER INC
3.29%
HGR
DIGITAL REALTY REIT
5.60%
REGENCY CENTERS REIT
5.30%
GETTY REALTY REIT
5.30%
MERLIN PROPERTIES
5.20%
CHOICE PROPERTIES REAL ESTATE INVESTMENT UNITS
5.20%
AMERICAN TOWER CL A REIT
4.90%
PROLOGIS REIT
4.70%
STAG INDUSTRIAL REIT
4.60%
AGREE REALTY REIT
4.50%
SUN COMMUNITIES REIT
4.40%
Diversification
BGRT
Total weight of top 10 holdings out of 339 total
44.13%
HGR
Total weight of top 10 holdings out of 24 total
49.70%
Characteristics
Compare
BGRT
HGR
| Provider | BMO | Harvest Portfolios Group |
| Management | Actively managed | Actively managed |
| Benchmark | - | - |
| Replication Method | ||
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 3.78% | 10.04% |
| Meets ESG criteria | No | No |
| Inception Date | June 26, 2023 | June 23, 2017 |
Frequently asked questions about BGRT and HGR
Which ETF has performed better year to date: BGRT or HGR?
As of June 11, 2026, BGRT has returned 11.34% year to date, while HGR has returned 7.75%. BGRT is ahead on YTD performance.
Which ETF is larger by assets under management: BGRT or HGR?
As of June 11, 2026, BGRT manages $0.87 M in assets, while HGR manages $33.67 M. HGR is the larger fund by AUM.
How are BGRT and HGR managed?
BGRT is actively managed by BMO. It does not track an index. HGR is actively managed by Harvest Portfolios Group. It does not track an index.
What sectors do BGRT and HGR emphasize?
BGRT is most exposed to Real Estate and Health Care. HGR is most exposed to Real Estate.
Which ETF is attracting more investor flows: BGRT or HGR?
Year to date, BGRT has seen +$0.00 M in net flows, compared with -$16.99 M for HGR. BGRT has attracted more net investor money so far.
How do the fees of BGRT and HGR compare?
BGRT has an expense ratio of 1.01%, while HGR has an expense ratio of 0.99%.
What are the top holdings of BGRT and HGR?
BGRT's largest holdings include VENTAS REIT, PROLOGIS REIT, and CHARTWELL RETIREMENT RESIDENCES. HGR's top holdings include DIGITAL REALTY REIT, REGENCY CENTERS REIT, and GETTY REALTY REIT.
Which ETF is more diversified: BGRT or HGR?
BGRT holds 307 securities, while HGR holds 24. On holdings count, BGRT is the more diversified portfolio.
Recent articles about BGRT and HGR
Build Canada Homes: A Boost for Real Estate ETFs?
The Canadian government's $26B prefab housing plan and a U.S. tariff ruling have injected optimism into real estate markets, with analysts anticipating gains for REITs and construction-focused funds.
Posted on 6/2/2025 by ETF Market Canada inReal Estate
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