Global X Inovestor Canadian Equity Index ETF (INOC) and BMO S&P 500 Index ETF (ZSP) offer distinct profiles for Canadian ETF investors. A direct comparison shows that INOC focuses its top 3 sector exposures on Finance, Non-Energy Materials, and Industrials, while ZSP leans towards Technology, Finance, and Consumer Non-Cyclicals. When evaluating costs, INOC features a management fee (MER) of 0.75%, compared to 0.08% for ZSP. Performance-wise, INOC has returned 13.58% year-to-date with -$3 M in net flows, whereas ZSP is at 11.75% with +$285 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 | $33.15 M | $23,773.31 M |
| Management Fees | 0.75% | 0.08% |
| Exp. ratio | 0.76% | 0.09% |
| Tracking Difference | -1.04% | -0.10% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | INOC | +1.99% | +6.00% | +13.58% | +21.63% | +59.12% |
ZSP | -0.20% | +7.33% | +11.75% | +21.86% | +80.75% | |
| Flows | INOC | -$0 M | -$2 M | -$3 M | -$5 M | -$7 M |
ZSP | -$338 M | +$44 M | +$285 M | +$842 M | +$4,796 M |
INOC vs ZSP exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | Global X | BMO |
| Management | Passively managed | Passively managed |
| Benchmark | Nasdaq Inovestor Canada Net Total Return Index - CAD | S&P 500 CAD Total Return Index - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.00% | 0.77% |
| Meets ESG criteria | No | No |
| Inception Date | November 13, 2017 | November 14, 2012 |
Frequently asked questions about INOC and ZSP
Which ETF has performed better year to date: INOC or ZSP?
Which ETF is larger by assets under management: INOC or ZSP?
How are INOC and ZSP managed?
What sectors do INOC and ZSP emphasize?
Which ETF is attracting more investor flows: INOC or ZSP?
How do the fees of INOC and ZSP compare?
What are the top holdings of INOC and ZSP?
Which ETF is more diversified: INOC or ZSP?
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