Compare Harvest Equal Weight Global Utilities Income ETF (HUTL) vs BMO Covered Call Utilities ETF (ZWU) to find the best fit for your portfolio. HUTL provides Utilities, Communication Services, and Energy exposures, while ZWU is primarily weighted in Utilities, Energy, and Communication Services. When evaluating costs, HUTL features a management fee (MER) of 0.5%, compared to 0.65% for ZWU. Performance-wise, HUTL has returned 8.35% year-to-date with +$68 M in net flows, whereas ZWU is at 9.1% with +$34 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 | $499.02 M | $2,131.75 M |
| Management Fees | 0.50% | 0.65% |
| Exp. ratio | 0.67% | 0.71% |
| Tracking Difference | - | - |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | HUTL | -0.36% | +7.29% | +8.35% | +18.94% | +36.82% |
ZWU | -1.25% | +7.18% | +9.10% | +16.05% | +28.68% | |
| Flows | HUTL | +$13 M | +$62 M | +$68 M | +$181 M | +$296 M |
ZWU | +$43 M | +$19 M | +$34 M | +$216 M | +$160 M |
HUTL vs ZWU exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| 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 | 7.62% | 7.08% |
| Meets ESG criteria | No | No |
| Inception Date | January 15, 2019 | October 27, 2011 |
Frequently asked questions about HUTL and ZWU
Which ETF has performed better year to date: HUTL or ZWU?
Which ETF is larger by assets under management: HUTL or ZWU?
How are HUTL and ZWU managed?
What sectors do HUTL and ZWU emphasize?
Which ETF is attracting more investor flows: HUTL or ZWU?
How do the fees of HUTL and ZWU compare?
What are the top holdings of HUTL and ZWU?
Which ETF is more diversified: HUTL or ZWU?
Recent articles about HUTL and ZWU

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