VS
Compare Brompton Global Healthcare Income & Growth ETF (HIG.U) vs BMO Covered Call Health Care ETF (ZWHC) to find the best fit for your portfolio. HIG.U provides Healthcare, Finance, and Consumer Non-Cyclicals exposures, while ZWHC is primarily weighted in Healthcare. When evaluating costs, HIG.U features a management fee (MER) of 0.75%, compared to 0.73% for ZWHC. Performance-wise, HIG.U has returned 1.35% year-to-date with +$0 M in net flows, whereas ZWHC is at 4.57% with +$16 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
HIG.U
ZWHC
| AuM | $0.83 M | $45.31 M |
| Management Fees | 0.75% | 0.73% |
| Exp. ratio | 0.96% | 0.73% |
| Tracking Difference | - | - |
Historical performance and flows
As of August 11, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | HIG.U | +2.90% | +11.86% | +1.35% | +16.75% | +20.46% |
ZWHC | +2.49% | +15.83% | +4.57% | +17.39% | +19.03% | |
| Flows | HIG.U | +$0 M | +$0 M | +$0 M | +$0 M | -$0 M |
ZWHC | +$4 M | +$11 M | +$16 M | +$20 M | +$35 M |
HIG.U vs ZWHC exposure
Countries
HIG.U
USA
78.99%
Other
21.01%
ZWHC
USA
96.26%
Sectors
HIG.U
Healthcare
88.74%
Other
11.26%
ZWHC
Healthcare
100.83%
As of August 11, 2026
Top 10 Holdings
HIG.U
Johnson & Johnson
5.83%
Novartis AG
5.59%
Eli Lilly & Co.
5.44%
Cardinal Health, Inc.
5.42%
UnitedHealth Group, Inc.
4.87%
Gilead Sciences, Inc.
4.67%
Vertex Pharmaceuticals, Inc.
4.57%
Bristol Myers Squibb Co.
4.54%
Agilent Technologies, Inc.
4.36%
Merck & Co., Inc.
4.32%
ZWHC
UnitedHealth Group, Inc.
6.74%
Eli Lilly & Co.
6.49%
Elevance Health, Inc.
5.99%
Vertex Pharmaceuticals, Inc.
5.64%
Cardinal Health, Inc.
5.55%
Merck & Co., Inc.
5.41%
Johnson & Johnson
5.35%
Thermo Fisher Scientific, Inc.
5.14%
The Cigna Group
5.14%
Danaher Corp.
5.11%
Diversification
HIG.U
Total weight of top 10 holdings out of 25 total
49.61%
ZWHC
Total weight of top 10 holdings out of 20 total
56.56%
Characteristics
Compare
HIG.U
ZWHC
| Provider | Brompton Group | BMO |
| Management | Actively managed | Actively managed |
| Benchmark | - | - |
| Replication Method | ||
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 7.76% | 6.78% |
| Meets ESG criteria | No | No |
| Inception Date | April 3, 2018 | January 23, 2023 |
Frequently asked questions about HIG.U and ZWHC
Which ETF has performed better year to date: HIG.U or ZWHC?
As of August 11, 2026, HIG.U has returned 1.35% year to date, while ZWHC has returned 4.57%. ZWHC is ahead on YTD performance.
Which ETF is larger by assets under management: HIG.U or ZWHC?
As of August 11, 2026, HIG.U manages $0.83 M in assets, while ZWHC manages $45.31 M. ZWHC is the larger fund by AUM.
How are HIG.U and ZWHC managed?
HIG.U is actively managed by Brompton Group. It does not track an index. ZWHC is actively managed by BMO. It does not track an index.
What sectors do HIG.U and ZWHC emphasize?
HIG.U is most exposed to Healthcare, Finance, and Consumer Non-Cyclicals. ZWHC is most exposed to Healthcare.
Which ETF is attracting more investor flows: HIG.U or ZWHC?
Year to date, HIG.U has seen +$0.26 M in net flows, compared with +$16.04 M for ZWHC. ZWHC has attracted more net investor money so far.
How do the fees of HIG.U and ZWHC compare?
HIG.U has an expense ratio of 0.96%, while ZWHC has an expense ratio of 0.73%.
What are the top holdings of HIG.U and ZWHC?
HIG.U's largest holdings include Johnson & Johnson, Novartis AG, and Eli Lilly & Co.. ZWHC's top holdings include UnitedHealth Group, Inc., Eli Lilly & Co., and Elevance Health, Inc..
Which ETF is more diversified: HIG.U or ZWHC?
HIG.U holds 25 securities, while ZWHC holds 20. On holdings count, HIG.U is the more diversified portfolio.
Recent articles about HIG.U and ZWHC
The ETF Market Canada is brought to you by Cboe in partnership with Trackinsight SA who is providing all the data, analysis and editorial content on this site. Unless explicitly stated as such, any information that you receive is not real-time.
All content on the ETF Market Canada is for your general information use only, Cboe is not responsible for any use of content by you outside this scope. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cboe and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
All content on the ETF Market Canada is for your general information use only, Cboe is not responsible for any use of content by you outside this scope. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cboe and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.