iShares Canadian Fundamental Index ETF (CRQ) and BMO Canadian High Dividend Covered Call ETF (ZWC) offer distinct profiles for Canadian ETF investors. A direct comparison shows that CRQ focuses its top 3 sector exposures on Financials, Energy, and Materials, while ZWC leans towards Financials, Energy, and Materials. When evaluating costs, CRQ features a management fee (MER) of 0.65%, compared to 0.65% for ZWC. Performance-wise, CRQ has returned 18.03% year-to-date with +$10 M in net flows, whereas ZWC is at 12.7% with +$212 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
| AuM | $146.71 M | $2,353.76 M |
| Management Fees | 0.65% | 0.65% |
| Exp. ratio | 0.72% | 0.72% |
| Tracking Difference | -1.14% | - |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | CRQ | +4.27% | +11.30% | +18.03% | +44.09% | +104.66% |
ZWC | +2.22% | +6.78% | +12.70% | +29.29% | +64.10% | |
| Flows | CRQ | -$0 M | +$2 M | +$10 M | +$7 M | -$10 M |
ZWC | +$42 M | +$136 M | +$212 M | +$284 M | +$224 M |
CRQ vs ZWC exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | iShares | BMO |
| Management | Passively managed | Actively managed |
| Benchmark | FTSE RAFI Canada Total Return Index - CAD | - |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.86% | 5.56% |
| Meets ESG criteria | No | No |
| Inception Date | February 22, 2006 | February 9, 2017 |
Frequently asked questions about CRQ and ZWC
Which ETF has performed better year to date: CRQ or ZWC?
Which ETF is larger by assets under management: CRQ or ZWC?
How are CRQ and ZWC managed?
What sectors do CRQ and ZWC emphasize?
Which ETF is attracting more investor flows: CRQ or ZWC?
How do the fees of CRQ and ZWC compare?
What are the top holdings of CRQ and ZWC?
Which ETF is more diversified: CRQ or ZWC?
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