VS
When evaluating costs, REIT features a management fee (MER) of 0.25%, compared to 0.55% for ZUT. Performance-wise, REIT has returned 8.79% year-to-date with +$3 M in net flows, whereas ZUT is at 21.12% with -$74 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
REIT
ZUT
| AuM | $5.12 M | $892.28 M |
| Management Fees | 0.25% | 0.55% |
| Exp. ratio | 0.35% | 0.61% |
| Tracking Difference | - | -0.71% |
Historical performance and flows
As of November 5, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | REIT | +5.26% | -3.61% | +8.79% | +8.48% | - |
ZUT | +6.37% | +1.95% | +21.12% | +14.67% | +70.96% | |
| Flows | REIT | +$0 M | +$0 M | +$3 M | +$3 M | - |
ZUT | -$17 M | +$33 M | -$74 M | -$21 M | +$244 M |
REIT vs ZUT exposure
Countries
REIT
Exposure data will be available soon
ZUT
Canada
83.93%
Bermuda
16.07%
Sectors
REIT
Exposure data will be available soon
ZUT
Utilities
83.24%
Energy
8.44%
Industrials
8.32%
As of November 5, 2026
Top 10 Holdings
REIT
Exposure data will be available soon
ZUT
Northland Power, Inc.
9.17%
TransAlta Corp.
8.59%
ATCO Ltd.
8.53%
AltaGas Ltd.
8.44%
Canadian Utilities Ltd.
8.43%
Fortis, Inc.
8.34%
Brookfield Infrastructure Partners LP
8.32%
Capital Power Corp.
8.27%
Emera, Inc.
8.26%
Hydro One Ltd.
8.15%
Diversification
REIT
Exposure data will be available soon
ZUT
Total weight of top 10 holdings out of 12 total
84.50%
Characteristics
Compare
REIT
ZUT
| Provider | Global X | BMO |
| Management | Actively managed | Passively managed |
| Benchmark | - | Solactive Equal Weight Canada Utilities Total Return Index - CAD |
| Replication Method | - | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 4.48% | 2.75% |
| Meets ESG criteria | No | No |
| Inception Date | April 30, 2025 | January 19, 2010 |
Frequently asked questions about REIT and ZUT
Which ETF has performed better year to date: REIT or ZUT?
As of November 5, 2026, REIT has returned 8.79% year to date, while ZUT has returned 21.12%. ZUT is ahead on YTD performance.
Which ETF is larger by assets under management: REIT or ZUT?
As of November 5, 2026, REIT manages $5.12 M in assets, while ZUT manages $892.28 M. ZUT is the larger fund by AUM.
How are REIT and ZUT managed?
REIT is actively managed by Global X. It does not track an index. ZUT is passively managed by BMO. It tracks the Solactive Equal Weight Canada Utilities Total Return Index - CAD benchmark.
Which ETF is attracting more investor flows: REIT or ZUT?
Year to date, REIT has seen +$2.99 M in net flows, compared with -$74.32 M for ZUT. REIT has attracted more net investor money so far.
How do the fees of REIT and ZUT compare?
REIT has an expense ratio of 0.35%, while ZUT has an expense ratio of 0.61%.
Recent articles about REIT and ZUT
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