Harvest Utilities Leaders Income ETF (HUTL) and BMO S&P 500 Index ETF (ZSP) offer distinct profiles for Canadian ETF investors. A direct comparison shows that HUTL focuses its top 3 sector exposures on Utilities, Telecommunications, and Energy, while ZSP leans towards Technology, Finance, and Consumer Non-Cyclicals. When evaluating costs, HUTL features a management fee (MER) of 0.5%, compared to 0.08% for ZSP. Performance-wise, HUTL has returned 9.85% year-to-date with +$125 M in net flows, whereas ZSP is at 12.31% with +$395 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 | $548.36 M | $24,001.83 M |
| Management Fees | 0.50% | 0.08% |
| Exp. ratio | 0.67% | 0.09% |
| Tracking Difference | - | 0.30% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | HUTL | +1.37% | -0.72% | +9.85% | +13.25% | +47.20% |
ZSP | -1.03% | +7.09% | +12.31% | +20.66% | +79.06% | |
| Flows | HUTL | +$14 M | +$50 M | +$125 M | +$191 M | +$343 M |
ZSP | -$100 M | +$10 M | +$395 M | +$1,060 M | +$5,261 M |
HUTL vs ZSP exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | Harvest Portfolios Group | BMO |
| Management | Actively managed | Passively managed |
| Benchmark | - | S&P 500 CAD Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 7.90% | 0.77% |
| Meets ESG criteria | No | No |
| Inception Date | January 15, 2019 | November 14, 2012 |
Frequently asked questions about HUTL and ZSP
Which ETF has performed better year to date: HUTL or ZSP?
Which ETF is larger by assets under management: HUTL or ZSP?
How are HUTL and ZSP managed?
What sectors do HUTL and ZSP emphasize?
Which ETF is attracting more investor flows: HUTL or ZSP?
How do the fees of HUTL and ZSP compare?
What are the top holdings of HUTL and ZSP?
Which ETF is more diversified: HUTL or ZSP?
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