VS
Compare CI U.S. Minimum Downside Volatility Index ETF (CUDV) vs BMO US Dividend Growth ETF (ZBDU.F) to find the best fit for your portfolio. CUDV provides Technology, Industrials, and Healthcare exposures, while ZBDU.F is primarily weighted in Finance, Healthcare, and Technology. When evaluating costs, CUDV features a management fee (MER) of 0.3%, compared to 0.51% for ZBDU.F. Performance-wise, CUDV has returned 6.56% year-to-date with -$0 M in net flows, whereas ZBDU.F is at 10.4% 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.F
| AuM | $6.82 M | $3.61 M |
| Management Fees | 0.30% | 0.51% |
| Exp. ratio | 0.34% | 0.51% |
| Tracking Difference | 0.17% | - |
Historical performance and flows
As of November 5, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | CUDV | +8.16% | +2.79% | +6.56% | +8.04% | +45.57% |
ZBDU.F | +3.12% | -1.24% | +10.40% | +14.21% | - | |
| Flows | CUDV | +$0 M | -$1 M | -$0 M | -$0 M | -$3 M |
ZBDU.F | +$0 M | +$0 M | +$2 M | +$2 M | - |
CUDV vs ZBDU.F exposure
Countries
CUDV
USA
100.57%
ZBDU.F
USA
97.05%
Sectors
CUDV
Technology
15.86%
Industrials
14.24%
Healthcare
13.85%
Consumer Non-Cyclicals
13.68%
Finance
13.23%
Business Services
9.61%
Other
19.52%
ZBDU.F
Finance
28.98%
Healthcare
21.17%
Technology
19.54%
Consumer Non-Cyclicals
8.64%
Other
21.67%
As of November 5, 2026
Top 10 Holdings
CUDV
Apple, Inc.
7.16%
Johnson & Johnson
6.14%
Verizon Communications, Inc.
5.38%
Microsoft Corp.
5.27%
RTX Corp.
5.12%
Waste Management, Inc.
4.90%
Berkshire Hathaway, Inc.
4.70%
Lockheed Martin Corp.
4.57%
Cencora, Inc.
4.55%
The Coca-Cola Co.
4.38%
ZBDU.F
Johnson & Johnson
4.30%
Bank of America Corp.
3.91%
AbbVie, Inc.
3.85%
Cisco Systems, Inc.
3.79%
Gilead Sciences, Inc.
3.69%
Microsoft Corp.
3.60%
Apple, Inc.
3.51%
Morgan Stanley
3.40%
JPMorgan Chase & Co.
3.23%
Merck & Co., Inc.
3.13%
Diversification
CUDV
Total weight of top 10 holdings out of 122 total
52.16%
ZBDU.F
Total weight of top 10 holdings out of 48 total
36.41%
Characteristics
Compare
CUDV
ZBDU.F
| 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 | 1.40% | 2.33% |
| Meets ESG criteria | No | No |
| Inception Date | January 19, 2023 | May 21, 2025 |
Frequently asked questions about CUDV and ZBDU.F
Which ETF has performed better year to date: CUDV or ZBDU.F?
As of November 5, 2026, CUDV has returned 6.56% year to date, while ZBDU.F has returned 10.40%. ZBDU.F is ahead on YTD performance.
Which ETF is larger by assets under management: CUDV or ZBDU.F?
As of November 5, 2026, CUDV manages $6.82 M in assets, while ZBDU.F manages $3.61 M. CUDV is the larger fund by AUM.
How are CUDV and ZBDU.F managed?
CUDV is passively managed by CI. It tracks the Solactive US Minimum Downside Volatility Hedged to CAD Index NTR - CAD benchmark. ZBDU.F is actively managed by BMO. It does not track an index.
What sectors do CUDV and ZBDU.F emphasize?
CUDV is most exposed to Technology, Industrials, and Healthcare. ZBDU.F is most exposed to Finance, Healthcare, and Technology.
Which ETF is attracting more investor flows: CUDV or ZBDU.F?
Year to date, CUDV has seen -$0.06 M in net flows, compared with +$1.83 M for ZBDU.F. ZBDU.F has attracted more net investor money so far.
How do the fees of CUDV and ZBDU.F compare?
CUDV has an expense ratio of 0.34%, while ZBDU.F has an expense ratio of 0.51%.
What are the top holdings of CUDV and ZBDU.F?
CUDV's largest holdings include Apple, Inc., Johnson & Johnson, and Verizon Communications, Inc.. ZBDU.F's top holdings include Johnson & Johnson, Bank of America Corp., and AbbVie, Inc..
Which ETF is more diversified: CUDV or ZBDU.F?
CUDV holds 122 securities, while ZBDU.F holds 48. On holdings count, CUDV is the more diversified portfolio.
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