VS
Compare CI U.S. Minimum Downside Volatility Index ETF (CUDV) vs BMO US Dividend Growth ETF (ZBDU) to find the best fit for your portfolio. CUDV provides Industrials, Consumer Staples, and Health Care exposures, while ZBDU is primarily weighted in Financials, Health Care, and Information Technology. When evaluating costs, CUDV features a management fee (MER) of 0.3%, compared to 0.51% for ZBDU. Performance-wise, CUDV has returned 0.95% year-to-date with +$0 M in net flows, whereas ZBDU is at 10.41% with +$2 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
CUDV
ZBDU
| AuM | $6.39 M | $7.31 M |
| Management Fees | 0.30% | 0.51% |
| Exp. ratio | 0.34% | 0.51% |
| Tracking Difference | 0.08% | - |
Historical performance and flows
As of June 11, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | CUDV | +0.99% | -6.78% | -0.95% | +3.90% | +34.29% |
ZBDU | +5.81% | +9.15% | +10.41% | +23.86% | - | |
| Flows | CUDV | +$0 M | +$0 M | +$0 M | +$0 M | -$2 M |
ZBDU | +$0 M | +$0 M | +$2 M | +$5 M | - |
CUDV vs ZBDU exposure
Countries
CUDV
USA
94.88%
ZBDU
USA
97.03%
Sectors
CUDV
Industrials
20.97%
Consumer Staples
13.32%
Health Care
13.24%
Communication Services
12.68%
Information Technology
11.76%
Financials
10.20%
Other
17.83%
ZBDU
Financials
22.75%
Health Care
18.98%
Information Technology
18.51%
Industrials
8.39%
Other
31.37%
As of June 11, 2026
Top 10 Holdings
CUDV
JOHNSON&JOHNSON
5.88%
WASTE MANAGEMENT
5.13%
L3 HARRIS TECHNOLOGIES
5.07%
RAYTHEON TECHNOLOGIES CORPORD
5.07%
ELECTRONIC ARTS
4.91%
LOCKHEED MARTIN
4.89%
AMERISOURCEBERGEN
4.81%
WALMART INC
4.69%
VERIZON COMMUNICATIONS
4.50%
BERKSHIRE HATHWAY
4.03%
ZBDU
BK OF AMERICA CO
4.17%
JOHNSON&JOHNSON
3.82%
MORGAN STANLEY
3.70%
CISCO-T
3.30%
GILEAD SCIENCES
3.28%
LOCKHEED MARTIN
3.14%
VERIZON COMMUNICATIONS
3.14%
MICROSOFT-T
3.12%
JPMORGAN CHASE
3.09%
APPLE
3.00%
Diversification
CUDV
Total weight of top 10 holdings out of 125 total
48.97%
ZBDU
Total weight of top 10 holdings out of 45 total
33.75%
Characteristics
Compare
CUDV
ZBDU
| Provider | CI | BMO |
| Management | Passively managed | Actively managed |
| Benchmark | Solactive US Minimum Downside Volatility Hedged to CAD Index NTR - CAD | - |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.34% | 2.30% |
| Meets ESG criteria | No | No |
| Inception Date | January 19, 2023 | May 21, 2025 |
Frequently asked questions about CUDV and ZBDU
Which ETF has performed better year to date: CUDV or ZBDU?
As of June 11, 2026, CUDV has returned -0.95% year to date, while ZBDU has returned 10.41%. ZBDU is ahead on YTD performance.
Which ETF is larger by assets under management: CUDV or ZBDU?
As of June 11, 2026, CUDV manages $6.39 M in assets, while ZBDU manages $7.31 M. ZBDU is the larger fund by AUM.
How are CUDV and ZBDU managed?
CUDV is passively managed by CI. It tracks the Solactive US Minimum Downside Volatility Hedged to CAD Index NTR - CAD benchmark. ZBDU is actively managed by BMO. It does not track an index.
What sectors do CUDV and ZBDU emphasize?
CUDV is most exposed to Industrials, Consumer Staples, and Health Care. ZBDU is most exposed to Financials, Health Care, and Information Technology.
Which ETF is attracting more investor flows: CUDV or ZBDU?
Year to date, CUDV has seen +$0.00 M in net flows, compared with +$1.77 M for ZBDU. ZBDU has attracted more net investor money so far.
How do the fees of CUDV and ZBDU compare?
CUDV has an expense ratio of 0.34%, while ZBDU has an expense ratio of 0.51%.
What are the top holdings of CUDV and ZBDU?
CUDV's largest holdings include JOHNSON&JOHNSON, WASTE MANAGEMENT, and L3 HARRIS TECHNOLOGIES. ZBDU's top holdings include BK OF AMERICA CO, JOHNSON&JOHNSON, and MORGAN STANLEY.
Which ETF is more diversified: CUDV or ZBDU?
CUDV holds 119 securities, while ZBDU holds 44. On holdings count, CUDV is the more diversified portfolio.
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