CSBA
CIBC Sustainable Balanced Solution ETF

Full CSBA fund page
VS
ZUT
BMO Equal Weight Utilities Index ETF

Full ZUT fund page

When evaluating costs, CSBA features a management fee (MER) of 0.7%, compared to 0.55% for ZUT. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.

NAV Performance and Flows

-100-50050100%Sep 18Oct 18

Key Data

Historical performance and flows

As of October 16, 2026
1M3MYTD1Y3Y
Perf.
CSBA
-----
ZUT
+3.85%-4.33%+16.24%+9.35%+69.53%
Flows
CSBA
-----
ZUT
+$25 M+$56 M-$70 M-$4 M+$257 M

CSBA vs ZUT exposure

Countries

CSBA
Exposure data will be available soon
ZUT
Canada
82.83%
Bermuda
17.17%

Sectors

CSBA
Exposure data will be available soon
ZUT
Utilities
82.26%
Energy
9.30%
Industrials
8.44%
As of October 16, 2026

Top 10 Holdings

CSBA
Exposure data will be available soon
ZUT
AltaGas Ltd.
9.30%
ATCO Ltd.
9.15%
Canadian Utilities Ltd.
8.78%
Brookfield Renewable Partners LP
8.73%
Capital Power Corp.
8.69%
Brookfield Infrastructure Partners LP
8.44%
Northland Power, Inc.
8.00%
TransAlta Corp.
7.98%
Emera, Inc.
7.97%
Fortis, Inc.
7.90%

Diversification

CSBA
Exposure data will be available soon
ZUT
Total weight of top 10 holdings out of 12 total
84.93%

Characteristics

Compare
CSBA
ZUT
ProviderCIBCBMO
ManagementActively managedPassively managed
Benchmark-Solactive Equal Weight Canada Utilities Total Return Index - CAD
Replication Method-Direct (Physical)
Asset ClassEquity, Fixed IncomeEquity
Dividend PolicyDistributingDistributing
Trailing 12m distribution yield-2.85%
Meets ESG criteriaYesNo
Inception DateJuly 19, 2021January 19, 2010

Frequently asked questions about CSBA and ZUT

How do the fees of CSBA and ZUT compare?
CSBA has an expense ratio of 0.84%, while ZUT has an expense ratio of 0.61%.
How are CSBA and ZUT managed?
CSBA is actively managed by CIBC. It does not track an index. ZUT is passively managed by BMO. It tracks the Solactive Equal Weight Canada Utilities Total Return Index - CAD benchmark.

Recent articles about CSBA and ZUT

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