VS
Fidelity U.S. Dividend for Rising Rates Index ETF (FCRR) and BMO US Equity Buffer Hedged to CAD ETF (ZOCT) offer distinct profiles for Canadian ETF investors. A direct comparison shows that FCRR focuses its top 3 sector exposures on Information Technology, Financials, and Communication Services, while ZOCT leans towards Information Technology, Communication Services, and Consumer Discretionary. When evaluating costs, FCRR features a management fee (MER) of 0.35%, compared to 0.73% for ZOCT. Performance-wise, FCRR has returned 13.06% year-to-date with +$1 M in net flows, whereas ZOCT is at 3.89% with +$0 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
FCRR
ZOCT
| AuM | $39.52 M | $44.38 M |
| Management Fees | 0.35% | 0.73% |
| Exp. ratio | 0.39% | 0.73% |
| Tracking Difference | -0.87% | - |
Historical performance and flows
As of June 12, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | FCRR | +4.73% | +13.27% | +13.06% | +32.68% | +83.30% |
ZOCT | +0.53% | +4.87% | +3.89% | +10.37% | - | |
| Flows | FCRR | +$0 M | -$1 M | +$1 M | +$0 M | -$36 M |
ZOCT | +$0 M | +$0 M | +$0 M | +$4 M | - |
FCRR vs ZOCT exposure
Countries
FCRR
USA
95.00%
ZOCT
USA
98.05%
Sectors
FCRR
Information Technology
35.01%
Financials
11.07%
Communication Services
10.31%
Health Care
9.25%
Consumer Discretionary
8.63%
Industrials
7.95%
Other
17.76%
ZOCT
Information Technology
36.78%
Communication Services
10.78%
Consumer Discretionary
10.16%
Financials
10.04%
Health Care
8.34%
Industrials
8.10%
Other
15.79%
As of June 12, 2026
Top 10 Holdings
FCRR
NVIDIA
8.21%
APPLE
6.35%
ALPHABET INC-CL
5.78%
MICROSOFT-T
5.11%
BROADCOM LIMITED
3.14%
META PLATFORMS
2.38%
JPMORGAN CHASE
2.03%
EXXON
1.58%
CATERPILLAR
1.53%
LILLY
1.46%
ZOCT
NVIDIA
8.41%
APPLE
6.56%
MICROSOFT-T
5.22%
AMAZON.COM INC
4.25%
ALPHABET INC-CL
3.37%
BROADCOM LIMITED
3.19%
ALPHABET INC-CL
2.70%
META PLATFORMS
2.42%
TESLA
1.74%
BERKSHIRE HATHWAY
1.45%
Diversification
FCRR
Total weight of top 10 holdings out of 97 total
37.56%
ZOCT
Total weight of top 10 holdings out of 503 total
39.31%
Characteristics
Compare
FCRR
ZOCT
| Provider | Fidelity | BMO |
| Management | Passively managed | Actively managed |
| Benchmark | Fidelity Canada U.S. Dividend for Rising Rates Index TR - CAD | - |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.51% | 0.46% |
| Meets ESG criteria | No | No |
| Inception Date | September 18, 2018 | October 2, 2023 |
Frequently asked questions about FCRR and ZOCT
Which ETF has performed better year to date: FCRR or ZOCT?
As of June 12, 2026, FCRR has returned 13.06% year to date, while ZOCT has returned 3.89%. FCRR is ahead on YTD performance.
Which ETF is larger by assets under management: FCRR or ZOCT?
As of June 12, 2026, FCRR manages $39.52 M in assets, while ZOCT manages $44.38 M. ZOCT is the larger fund by AUM.
How are FCRR and ZOCT managed?
FCRR is passively managed by Fidelity. It tracks the Fidelity Canada U.S. Dividend for Rising Rates Index TR - CAD benchmark. ZOCT is actively managed by BMO. It does not track an index.
What sectors do FCRR and ZOCT emphasize?
FCRR is most exposed to Information Technology, Financials, and Communication Services. ZOCT is most exposed to Information Technology, Communication Services, and Consumer Discretionary.
Which ETF is attracting more investor flows: FCRR or ZOCT?
Year to date, FCRR has seen +$1.32 M in net flows, compared with +$0.04 M for ZOCT. FCRR has attracted more net investor money so far.
How do the fees of FCRR and ZOCT compare?
FCRR has an expense ratio of 0.39%, while ZOCT has an expense ratio of 0.73%.
What are the top holdings of FCRR and ZOCT?
FCRR's largest holdings include NVIDIA, APPLE, and ALPHABET INC-CL. ZOCT's top holdings include NVIDIA, APPLE, and ALPHABET INC-CL.
Which ETF is more diversified: FCRR or ZOCT?
FCRR holds 95 securities, while ZOCT holds 477. On holdings count, ZOCT is the more diversified portfolio.
Recent articles about FCRR and ZOCT
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