VS
iShares US Dividend Growers Index ETF (CUD) and BMO Low Volatility US Equity ETF (ZLU.U) offer distinct profiles for Canadian ETF investors. A direct comparison shows that CUD focuses its top 3 sector exposures on Finance, Consumer Non-Cyclicals, and Industrials, while ZLU.U leans towards Healthcare, Utilities, and Finance. When evaluating costs, CUD features a management fee (MER) of 0.6%, compared to 0.3% for ZLU.U. Performance-wise, CUD has returned 17.37% year-to-date with -$28 M in net flows, whereas ZLU.U is at 17.39% with -$50 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
CUD
ZLU.U
| AuM | $246.79 M | $113.11 M |
| Management Fees | 0.60% | 0.30% |
| Exp. ratio | 0.66% | 0.33% |
| Tracking Difference | -1.29% | - |
Historical performance and flows
As of November 11, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | CUD | +8.51% | +3.72% | +17.37% | +18.23% | +44.80% |
ZLU.U | +8.60% | +4.20% | +17.39% | +16.78% | +54.71% | |
| Flows | CUD | -$2 M | -$7 M | -$28 M | -$33 M | -$147 M |
ZLU.U | -$17 M | -$47 M | -$50 M | -$47 M | -$24 M |
CUD vs ZLU.U exposure
Countries
CUD
USA
91.68%
Other
8.32%
ZLU.U
USA
96.96%
Sectors
CUD
Finance
15.52%
Consumer Non-Cyclicals
14.61%
Industrials
14.24%
Utilities
12.55%
Technology
9.37%
Healthcare
8.34%
Other
25.36%
ZLU.U
Healthcare
19.83%
Utilities
18.35%
Finance
15.29%
Consumer Non-Cyclicals
12.48%
Technology
12.08%
Industrials
7.46%
Other
14.52%
As of November 11, 2026
Top 10 Holdings
CUD
Verizon Communications, Inc.
3.17%
Accenture Plc
3.14%
Chevron Corp.
2.08%
Realty Income Corp.
2.00%
PepsiCo, Inc.
1.87%
Target Corp.
1.81%
Medtronic Plc
1.77%
NIKE, Inc.
1.53%
Kenvue, Inc.
1.52%
Becton, Dickinson & Co.
1.48%
ZLU.U
Johnson & Johnson
3.24%
Cencora, Inc.
2.90%
Corning, Inc.
2.72%
Teledyne Technologies, Inc.
2.64%
Cisco Systems, Inc.
2.35%
Motorola Solutions, Inc.
2.14%
Cboe Global Markets, Inc.
2.07%
Consolidated Edison, Inc.
2.01%
CME Group, Inc.
2.00%
Northrop Grumman Corp.
2.00%
Diversification
CUD
Total weight of top 10 holdings out of 155 total
20.37%
ZLU.U
Total weight of top 10 holdings out of 100 total
24.07%
Characteristics
Compare
CUD
ZLU.U
| Provider | iShares | BMO |
| Management | Passively managed | Actively managed |
| Benchmark | S&P High Yield Dividend Aristocrats CAD Hedged Total Return Index - CAD | - |
| Replication Method | Direct (Physical) | - |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.78% | 1.53% |
| Meets ESG criteria | No | No |
| Inception Date | September 13, 2011 | March 19, 2013 |
Frequently asked questions about CUD and ZLU.U
Which ETF has performed better year to date: CUD or ZLU.U?
As of November 11, 2026, CUD has returned 17.37% year to date, while ZLU.U has returned 17.39%. ZLU.U is ahead on YTD performance.
Which ETF is larger by assets under management: CUD or ZLU.U?
As of November 11, 2026, CUD manages $246.79 M in assets, while ZLU.U manages $113.11 M. CUD is the larger fund by AUM.
How are CUD and ZLU.U managed?
CUD is passively managed by iShares. It tracks the S&P High Yield Dividend Aristocrats CAD Hedged Total Return Index - CAD benchmark. ZLU.U is actively managed by BMO. It does not track an index.
What sectors do CUD and ZLU.U emphasize?
CUD is most exposed to Finance, Consumer Non-Cyclicals, and Industrials. ZLU.U is most exposed to Healthcare, Utilities, and Finance.
Which ETF is attracting more investor flows: CUD or ZLU.U?
Year to date, CUD has seen -$27.73 M in net flows, compared with -$49.82 M for ZLU.U. CUD has attracted more net investor money so far.
How do the fees of CUD and ZLU.U compare?
CUD has an expense ratio of 0.66%, while ZLU.U has an expense ratio of 0.33%.
What are the top holdings of CUD and ZLU.U?
CUD's largest holdings include Verizon Communications, Inc., Accenture Plc, and Chevron Corp.. ZLU.U's top holdings include Johnson & Johnson, Cencora, Inc., and Corning, Inc..
Which ETF is more diversified: CUD or ZLU.U?
CUD holds 155 securities, while ZLU.U holds 100. On holdings count, CUD is the more diversified portfolio.
Recent articles about CUD and ZLU.U
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