iShares ESG Conservative Balanced ETF Portfolio (GCNS) and BMO S&P 500 Index ETF (ZSP) offer distinct profiles for Canadian ETF investors. A direct comparison shows that GCNS focuses its top 3 sector exposures on Sovereign, Information Technology, and Municipal, while ZSP leans towards Information Technology, Communication Services, and Consumer Discretionary. When evaluating costs, GCNS features a management fee (MER) of 0.22%, compared to 0.08% for ZSP. Performance-wise, GCNS has returned 5.43% year-to-date with +$14 M in net flows, whereas ZSP is at 10.41% with +$419 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
| AuM | $76.08 M | $23,661.20 M |
| Management Fees | 0.22% | 0.08% |
| Exp. ratio | 0.23% | 0.09% |
| Tracking Difference | - | -0.22% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | GCNS | +1.17% | +5.15% | +5.43% | +13.29% | +41.97% |
ZSP | +2.18% | +12.21% | +10.41% | +26.91% | +86.05% | |
| Flows | GCNS | +$5 M | +$7 M | +$14 M | +$32 M | +$50 M |
ZSP | -$47 M | +$51 M | +$419 M | +$1,431 M | +$4,964 M |
GCNS vs ZSP exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | iShares | BMO |
| Management | Actively managed | Passively managed |
| Benchmark | - | S&P 500 CAD Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity, Fixed Income | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 2.00% | 0.76% |
| Meets ESG criteria | Yes | No |
| Inception Date | September 14, 2020 | November 14, 2012 |
Frequently asked questions about GCNS and ZSP
Which ETF has performed better year to date: GCNS or ZSP?
Which ETF is larger by assets under management: GCNS or ZSP?
How are GCNS and ZSP managed?
What sectors do GCNS and ZSP emphasize?
Which ETF is attracting more investor flows: GCNS or ZSP?
How do the fees of GCNS and ZSP compare?
What are the top holdings of GCNS and ZSP?
Which ETF is more diversified: GCNS or ZSP?
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