CIBC 2029 Investment Grade Bond Fund (CTBE) and BMO S&P 500 Index ETF (ZSP) offer distinct profiles for Canadian ETF investors. A direct comparison shows that CTBE focuses its top 3 sector exposures on Real estate investment and services, Pipelines, and Communication services, while ZSP leans towards Technology, Finance, and Consumer Non-Cyclicals. When evaluating costs, CTBE features a management fee (MER) of 0.15%, compared to 0.08% for ZSP. Performance-wise, CTBE has returned 1.26% year-to-date with +$37 M in net flows, whereas ZSP is at 11.41% with +$413 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 | $74.18 M | $23,826.90 M |
| Management Fees | 0.15% | 0.08% |
| Exp. ratio | 0.23% | 0.09% |
| Tracking Difference | - | -0.10% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | CTBE | -0.11% | +1.03% | +1.26% | +3.28% | - |
ZSP | -2.03% | +6.61% | +11.41% | +19.43% | +77.63% | |
| Flows | CTBE | +$6 M | +$18 M | +$37 M | +$51 M | - |
ZSP | -$106 M | +$38 M | +$413 M | +$1,092 M | +$5,278 M |
CTBE vs ZSP exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | CIBC | BMO |
| Management | Actively managed | Passively managed |
| Benchmark | - | S&P 500 CAD Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Fixed Income | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 2.50% | 0.78% |
| Meets ESG criteria | No | No |
| Inception Date | July 16, 2024 | November 14, 2012 |
Frequently asked questions about CTBE and ZSP
Which ETF has performed better year to date: CTBE or ZSP?
Which ETF is larger by assets under management: CTBE or ZSP?
How are CTBE and ZSP managed?
What sectors do CTBE and ZSP emphasize?
Which ETF is attracting more investor flows: CTBE or ZSP?
How do the fees of CTBE and ZSP compare?
What are the top holdings of CTBE and ZSP?
Which ETF is more diversified: CTBE or ZSP?
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