VS
Harvest US Equity Leaders Income ETF (HBF) and BMO Human Capital Factor US Equity ETF (ZHC) offer distinct profiles for Canadian ETF investors. A direct comparison shows that HBF focuses its top 3 sector exposures on Information Technology, Financials, and Communication Services, while ZHC leans towards Information Technology, Communication Services, and Consumer Staples. When evaluating costs, HBF features a management fee (MER) of 0.75%, compared to 0.4% for ZHC. Performance-wise, HBF has returned 6.65% year-to-date with +$26 M in net flows, whereas ZHC is at 14.11% 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
HBF
ZHC
| AuM | $562.25 M | $1.95 M |
| Management Fees | 0.75% | 0.40% |
| Exp. ratio | 0.91% | 0.40% |
| Tracking Difference | - | - |
Historical performance and flows
As of June 12, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | HBF | +0.52% | +9.94% | +6.65% | +21.31% | +45.91% |
ZHC | +4.52% | +20.07% | +14.11% | +31.01% | - | |
| Flows | HBF | +$2 M | +$12 M | +$26 M | +$28 M | +$62 M |
ZHC | +$0 M | +$0 M | +$0 M | +$1 M | - |
HBF vs ZHC exposure
Countries
HBF
USA
85.80%
Other
10.50%
ZHC
USA
97.89%
Sectors
HBF
Information Technology
33.00%
Financials
14.50%
Communication Services
11.30%
Consumer Staples
10.80%
Other
10.50%
Consumer Discretionary
10.00%
Other
9.90%
ZHC
Information Technology
34.63%
Communication Services
13.47%
Consumer Staples
10.00%
Financials
9.96%
Health Care
7.47%
Other
24.48%
As of June 12, 2026
Top 10 Holdings
HBF
VERIZON COMMUNICATIONS
6.70%
CATERPILLAR
5.80%
COCA-COLA
5.60%
CISCO-T
5.50%
APPLE
5.40%
MCDONALD'S
5.30%
PROCTERGAMBLE
5.20%
JPMORGAN CHASE
5.00%
BROADCOM LIMITED
4.90%
WELLS FARGO
4.80%
ZHC
ALPHABET INC-CL
10.51%
NVIDIA
10.42%
APPLE
9.65%
PROCTERGAMBLE
3.66%
AMAZON.COM INC
3.42%
JPMORGAN CHASE
3.37%
LILLY
2.78%
PHILLIP MORRIS
2.72%
MICRON TECHNOLOGY
2.06%
JOHNSON&JOHNSON
1.91%
Diversification
HBF
Total weight of top 10 holdings out of 18 total
54.20%
ZHC
Total weight of top 10 holdings out of 126 total
50.48%
Characteristics
Compare
HBF
ZHC
| Provider | Harvest Portfolios Group | BMO |
| Management | Actively managed | Actively managed |
| Benchmark | - | - |
| Replication Method | ||
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 7.53% | 0.38% |
| Meets ESG criteria | No | Yes |
| Inception Date | July 24, 2014 | June 9, 2025 |
Frequently asked questions about HBF and ZHC
Which ETF has performed better year to date: HBF or ZHC?
As of June 12, 2026, HBF has returned 6.65% year to date, while ZHC has returned 14.11%. ZHC is ahead on YTD performance.
Which ETF is larger by assets under management: HBF or ZHC?
As of June 12, 2026, HBF manages $562.25 M in assets, while ZHC manages $1.95 M. HBF is the larger fund by AUM.
How are HBF and ZHC managed?
HBF is actively managed by Harvest Portfolios Group. It does not track an index. ZHC is actively managed by BMO. It does not track an index.
What sectors do HBF and ZHC emphasize?
HBF is most exposed to Information Technology, Financials, and Communication Services. ZHC is most exposed to Information Technology, Communication Services, and Consumer Staples.
Which ETF is attracting more investor flows: HBF or ZHC?
Year to date, HBF has seen +$25.89 M in net flows, compared with +$0.00 M for ZHC. HBF has attracted more net investor money so far.
How do the fees of HBF and ZHC compare?
HBF has an expense ratio of 0.91%, while ZHC has an expense ratio of 0.40%.
What are the top holdings of HBF and ZHC?
HBF's largest holdings include VERIZON COMMUNICATIONS, CATERPILLAR, and COCA-COLA. ZHC's top holdings include ALPHABET INC-CL, NVIDIA, and APPLE.
Which ETF is more diversified: HBF or ZHC?
HBF holds 18 securities, while ZHC holds 118. On holdings count, ZHC is the more diversified portfolio.
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