Accelerate Diversified Credit Income Fund (INCM) and BMO S&P 500 Index ETF (ZSP) offer distinct profiles for Canadian ETF investors. A direct comparison shows that INCM focuses its top 3 sector exposures on Finance, while ZSP leans towards Technology, Finance, and Consumer Non-Cyclicals. When evaluating costs, INCM features a management fee (MER) of 0.75%, compared to 0.08% for ZSP. Performance-wise, INCM has returned 6.47% year-to-date with +$0 M in net flows, whereas ZSP is at 15.7% with +$354 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 | $0.00 M | $24,686.14 M |
| Management Fees | 0.75% | 0.08% |
| Exp. ratio | 1.37% | 0.09% |
| Tracking Difference | - | -0.66% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | INCM | +2.63% | -0.48% | -6.47% | -16.59% | - |
ZSP | +1.57% | +8.23% | +15.70% | +25.31% | +84.92% | |
| Flows | INCM | +$0 M | +$0 M | +$0 M | +$0 M | - |
ZSP | +$10 M | -$117 M | +$354 M | +$919 M | +$5,137 M |
INCM vs ZSP exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | Accelerate Financial Technologies | BMO |
| Management | Actively managed | Passively managed |
| Benchmark | - | S&P 500 CAD Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Fixed Income | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.09% | 0.75% |
| Meets ESG criteria | No | No |
| Inception Date | May 15, 2024 | November 14, 2012 |
Frequently asked questions about INCM and ZSP
Which ETF has performed better year to date: INCM or ZSP?
Which ETF is larger by assets under management: INCM or ZSP?
How are INCM and ZSP managed?
What sectors do INCM and ZSP emphasize?
Which ETF is attracting more investor flows: INCM or ZSP?
How do the fees of INCM and ZSP compare?
What are the top holdings of INCM and ZSP?
Which ETF is more diversified: INCM or ZSP?
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