VS
Compare CI First Asset Canadian REIT ETF (RIT) vs BMO Equal Weight Utilities Index ETF (ZUT) to find the best fit for your portfolio. RIT provides Real Estate and Health Care exposures, while ZUT is primarily weighted in Utilities. When evaluating costs, RIT features a management fee (MER) of 0.75%, compared to 0.55% for ZUT. Performance-wise, RIT has returned 11.16% year-to-date with -$19 M in net flows, whereas ZUT is at 20.15% with -$123 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
RIT
ZUT
| AuM | $432.79 M | $844.73 M |
| Management Fees | 0.75% | 0.55% |
| Exp. ratio | 0.87% | 0.61% |
| Tracking Difference | - | -0.90% |
Historical performance and flows
As of June 19, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | RIT | +5.33% | +9.93% | +11.16% | +14.59% | +33.03% |
ZUT | +3.37% | +8.11% | +20.15% | +28.32% | +51.67% | |
| Flows | RIT | -$5 M | -$11 M | -$19 M | -$51 M | -$183 M |
ZUT | -$58 M | -$42 M | -$123 M | +$24 M | +$184 M |
RIT vs ZUT exposure
Countries
RIT
Canada
97.74%
ZUT
Canada
85.23%
Bermuda
14.77%
Sectors
RIT
Real Estate
80.41%
Health Care
9.79%
Other
9.79%
ZUT
Utilities
100.00%
As of June 19, 2026
Top 10 Holdings
RIT
RIOCAN REAL ESTATE UNT
7.26%
CA3874372053
6.92%
DREAM INDUSTRIAL REAL ESTATE
6.82%
FIRST CAPITAL REIT UNT
5.80%
CHARTWELL RETIREMENT RESIDENCES
5.72%
CROMBIE REI UNT
5.50%
BOARDWALK REAL ESTATE INVESTMENT UNT
4.92%
H&R REAL ESTATE INVESTMENT TRUST UNIT
4.83%
PRIMARIS REAL ESTATE INVESTMENT TRUST UNIT
4.75%
KILLAM APARTMENT REAL ESTATE
4.65%
ZUT
BORALEX
10.04%
NORTHLAND POWER
8.09%
ALTAGAS
8.08%
BROOKFIELD RENEWABLE PARTNERS
7.87%
ATCO
7.62%
CAPITAL POWER
7.57%
EMERA
7.48%
ALGONQUIN POWER
7.47%
CANADIAN UTILITIES
7.43%
FORTIS
7.23%
Diversification
RIT
Total weight of top 10 holdings out of 29 total
57.17%
ZUT
Total weight of top 10 holdings out of 13 total
78.87%
Characteristics
Compare
RIT
ZUT
| Provider | CI | 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 | 4.44% | 2.77% |
| Meets ESG criteria | No | No |
| Inception Date | November 12, 2004 | January 19, 2010 |
Frequently asked questions about RIT and ZUT
Which ETF has performed better year to date: RIT or ZUT?
As of June 19, 2026, RIT has returned 11.16% year to date, while ZUT has returned 20.15%. ZUT is ahead on YTD performance.
Which ETF is larger by assets under management: RIT or ZUT?
As of June 19, 2026, RIT manages $432.79 M in assets, while ZUT manages $844.73 M. ZUT is the larger fund by AUM.
How are RIT and ZUT managed?
RIT is actively managed by CI. 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.
What sectors do RIT and ZUT emphasize?
RIT is most exposed to Real Estate and Health Care. ZUT is most exposed to Utilities.
Which ETF is attracting more investor flows: RIT or ZUT?
Year to date, RIT has seen -$19.42 M in net flows, compared with -$122.59 M for ZUT. RIT has attracted more net investor money so far.
How do the fees of RIT and ZUT compare?
RIT has an expense ratio of 0.87%, while ZUT has an expense ratio of 0.61%.
What are the top holdings of RIT and ZUT?
RIT's largest holdings include RIOCAN REAL ESTATE UNT and DREAM INDUSTRIAL REAL ESTATE. ZUT's top holdings include BORALEX, NORTHLAND POWER, and ALTAGAS.
Which ETF is more diversified: RIT or ZUT?
RIT holds 26 securities, while ZUT holds 13. On holdings count, RIT is the more diversified portfolio.
Recent articles about RIT and ZUT
Build Canada Homes: A Boost for Real Estate ETFs?
The Canadian government's $26B prefab housing plan and a U.S. tariff ruling have injected optimism into real estate markets, with analysts anticipating gains for REITs and construction-focused funds.
Posted on 6/2/2025 by ETF Market Canada inReal Estate
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