VS
When evaluating costs, DOLY features a management fee (MER) of 0.4%, compared to 0.55% for ZUT. Performance-wise, DOLY has returned 8.93% year-to-date with +$1 M in net flows, whereas ZUT is at 22.25% with -$127 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
DOLY
ZUT
| AuM | $2.87 M | $853.07 M |
| Management Fees | 0.40% | 0.55% |
| Exp. ratio | 0.40% | 0.61% |
| Tracking Difference | - | -0.85% |
Historical performance and flows
As of July 20, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | DOLY | +3.26% | +9.17% | -8.93% | - | - |
ZUT | +1.08% | +6.43% | +22.25% | +25.92% | +52.94% | |
| Flows | DOLY | -$0 M | +$1 M | +$1 M | - | - |
ZUT | -$5 M | -$67 M | -$127 M | -$50 M | +$186 M |
DOLY vs ZUT exposure
Countries
DOLY
Exposure data will be available soon
ZUT
Canada
84.68%
Bermuda
15.32%
Sectors
DOLY
Exposure data will be available soon
ZUT
Utilities
85.04%
Energy
7.95%
Industrials
7.01%
As of July 20, 2026
Top 10 Holdings
DOLY
Exposure data will be available soon
ZUT
Boralex, Inc.
9.46%
Capital Power Corp.
8.42%
Brookfield Renewable Partners LP
8.31%
AltaGas Ltd.
7.95%
ATCO Ltd.
7.77%
TransAlta Corp.
7.74%
Canadian Utilities Ltd.
7.65%
Emera, Inc.
7.38%
Fortis, Inc.
7.23%
Northland Power, Inc.
7.14%
Diversification
DOLY
Exposure data will be available soon
ZUT
Total weight of top 10 holdings out of 13 total
79.05%
Characteristics
Compare
DOLY
ZUT
| Provider | Purpose Investments | BMO |
| Management | Actively managed | Passively managed |
| Benchmark | - | Solactive Equal Weight Canada Utilities Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | - | 2.72% |
| Meets ESG criteria | No | No |
| Inception Date | August 21, 2025 | January 19, 2010 |
Frequently asked questions about DOLY and ZUT
Which ETF has performed better year to date: DOLY or ZUT?
As of July 20, 2026, DOLY has returned -8.93% year to date, while ZUT has returned 22.25%. ZUT is ahead on YTD performance.
Which ETF is larger by assets under management: DOLY or ZUT?
As of July 20, 2026, DOLY manages $2.87 M in assets, while ZUT manages $853.07 M. ZUT is the larger fund by AUM.
How are DOLY and ZUT managed?
DOLY is actively managed by Purpose Investments. It does not track an index. ZUT is passively managed by BMO. It tracks the Solactive Equal Weight Canada Utilities Total Return Index - CAD benchmark.
Which ETF is attracting more investor flows: DOLY or ZUT?
Year to date, DOLY has seen +$1.28 M in net flows, compared with -$127.21 M for ZUT. DOLY has attracted more net investor money so far.
How do the fees of DOLY and ZUT compare?
DOLY has an expense ratio of 0.40%, while ZUT has an expense ratio of 0.61%.
Recent articles about DOLY and ZUT
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