VS
Compare CI U.S. Minimum Downside Volatility Index ETF (CUDV) vs BMO US Large Cap Disciplined Value ETF (ZBVU) to find the best fit for your portfolio. CUDV provides Technology, Industrials, and Healthcare exposures, while ZBVU is primarily weighted in Finance, Technology, and Healthcare. When evaluating costs, CUDV features a management fee (MER) of 0.3%, compared to 0.51% for ZBVU. Performance-wise, CUDV has returned 6.56% year-to-date with -$0 M in net flows, whereas ZBVU is at 18.01% 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
ZBVU
| AuM | $6.82 M | $10.53 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% |
ZBVU | -0.94% | -2.78% | +18.01% | +19.98% | - | |
| Flows | CUDV | +$0 M | -$1 M | -$0 M | -$0 M | -$3 M |
ZBVU | +$0 M | +$0 M | +$2 M | +$2 M | - |
CUDV vs ZBVU exposure
Countries
CUDV
USA
100.57%
ZBVU
USA
95.07%
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%
ZBVU
Finance
31.24%
Technology
18.46%
Healthcare
10.70%
Industrials
9.41%
Consumer Non-Cyclicals
7.23%
Other
22.97%
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%
ZBVU
Advanced Micro Devices, Inc.
5.85%
Bank of America Corp.
3.74%
Micron Technology, Inc.
3.57%
JPMorgan Chase & Co.
3.43%
Berkshire Hathaway, Inc.
3.30%
Delta Air Lines, Inc.
3.26%
Target Corp.
3.20%
Visa, Inc.
3.15%
UnitedHealth Group, Inc.
3.10%
Alphabet, Inc.
3.03%
Diversification
CUDV
Total weight of top 10 holdings out of 122 total
52.16%
ZBVU
Total weight of top 10 holdings out of 56 total
35.63%
Characteristics
Compare
CUDV
ZBVU
| 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% | 0.71% |
| Meets ESG criteria | No | No |
| Inception Date | January 19, 2023 | May 21, 2025 |
Frequently asked questions about CUDV and ZBVU
Which ETF has performed better year to date: CUDV or ZBVU?
As of November 5, 2026, CUDV has returned 6.56% year to date, while ZBVU has returned 18.01%. ZBVU is ahead on YTD performance.
Which ETF is larger by assets under management: CUDV or ZBVU?
As of November 5, 2026, CUDV manages $6.82 M in assets, while ZBVU manages $10.53 M. ZBVU is the larger fund by AUM.
How are CUDV and ZBVU managed?
CUDV is passively managed by CI. It tracks the Solactive US Minimum Downside Volatility Hedged to CAD Index NTR - CAD benchmark. ZBVU is actively managed by BMO. It does not track an index.
What sectors do CUDV and ZBVU emphasize?
CUDV is most exposed to Technology, Industrials, and Healthcare. ZBVU is most exposed to Finance, Technology, and Healthcare.
Which ETF is attracting more investor flows: CUDV or ZBVU?
Year to date, CUDV has seen -$0.06 M in net flows, compared with +$1.83 M for ZBVU. ZBVU has attracted more net investor money so far.
How do the fees of CUDV and ZBVU compare?
CUDV has an expense ratio of 0.34%, while ZBVU has an expense ratio of 0.51%.
What are the top holdings of CUDV and ZBVU?
CUDV's largest holdings include Apple, Inc., Johnson & Johnson, and Verizon Communications, Inc.. ZBVU's top holdings include Advanced Micro Devices, Inc., Bank of America Corp., and Micron Technology, Inc..
Which ETF is more diversified: CUDV or ZBVU?
CUDV holds 122 securities, while ZBVU holds 56. On holdings count, CUDV is the more diversified portfolio.
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