VS
iShares Core S&P 500 Index ETF (XUS) and BMO US Equity Buffer Hedged to CAD ETF - January (ZJAN) offer distinct profiles for Canadian ETF investors. A direct comparison shows that XUS focuses its top 3 sector exposures on Technology, Finance, and Healthcare, while ZJAN leans towards Technology, Finance, and Healthcare. When evaluating costs, XUS features a management fee (MER) of 0.08%, compared to 0.73% for ZJAN. Performance-wise, XUS has returned 13.88% year-to-date with +$1 B in net flows, whereas ZJAN is at 5.73% with +$43 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
XUS
ZJAN
| AuM | $13,252.84 M | $142.49 M |
| Management Fees | 0.08% | 0.73% |
| Exp. ratio | 0.09% | 0.73% |
| Tracking Difference | -0.27% | - |
Historical performance and flows
As of September 2, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | XUS | -2.24% | +1.09% | +13.88% | +21.11% | +78.56% |
ZJAN | +0.42% | +1.44% | +5.73% | +9.39% | - | |
| Flows | XUS | +$146 M | +$458 M | +$1,432 M | +$1,802 M | +$3,609 M |
ZJAN | +$0 M | +$0 M | +$43 M | +$44 M | - |
XUS vs ZJAN exposure
Countries
XUS
USA
96.39%
ZJAN
USA
98.22%
Sectors
XUS
Technology
44.71%
Finance
14.00%
Healthcare
8.98%
Consumer Non-Cyclicals
8.93%
Industrials
7.58%
Other
15.80%
ZJAN
Technology
45.64%
Finance
14.31%
Healthcare
9.14%
Consumer Non-Cyclicals
9.12%
Industrials
7.77%
Other
14.03%
As of September 2, 2026
Top 10 Holdings
XUS
Apple, Inc.
7.64%
NVIDIA Corp.
7.37%
Microsoft Corp.
5.23%
Amazon.com, Inc.
3.60%
Alphabet, Inc.
3.05%
Broadcom Inc.
2.86%
Alphabet, Inc.
2.46%
Meta Platforms, Inc.
1.85%
Micron Technology, Inc.
1.54%
JPMorgan Chase & Co.
1.47%
ZJAN
Apple, Inc.
7.80%
NVIDIA Corp.
7.53%
Microsoft Corp.
5.34%
Amazon.com, Inc.
3.67%
Alphabet, Inc.
3.12%
Broadcom Inc.
2.93%
Alphabet, Inc.
2.51%
Meta Platforms, Inc.
1.89%
Micron Technology, Inc.
1.57%
JPMorgan Chase & Co.
1.49%
Diversification
XUS
Total weight of top 10 holdings out of 504 total
37.06%
ZJAN
Total weight of top 10 holdings out of 503 total
37.85%
Characteristics
Compare
XUS
ZJAN
| Provider | iShares | BMO |
| Management | Passively managed | Actively managed |
| Benchmark | S&P 500 CAD Total Return Index - CAD | - |
| Replication Method | ||
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.12% | 0.45% |
| Meets ESG criteria | No | No |
| Inception Date | April 10, 2013 | January 26, 2024 |
Frequently asked questions about XUS and ZJAN
Which ETF has performed better year to date: XUS or ZJAN?
As of September 2, 2026, XUS has returned 13.88% year to date, while ZJAN has returned 5.73%. XUS is ahead on YTD performance.
Which ETF is larger by assets under management: XUS or ZJAN?
As of September 2, 2026, XUS manages $13.25 B in assets, while ZJAN manages $142.49 M. XUS is the larger fund by AUM.
How are XUS and ZJAN managed?
XUS is passively managed by iShares. It tracks the S&P 500 CAD Total Return Index - CAD benchmark. ZJAN is actively managed by BMO. It does not track an index.
What sectors do XUS and ZJAN emphasize?
XUS is most exposed to Technology, Finance, and Healthcare. ZJAN is most exposed to Technology, Finance, and Healthcare.
Which ETF is attracting more investor flows: XUS or ZJAN?
Year to date, XUS has seen +$1,431.72 M in net flows, compared with +$42.71 M for ZJAN. XUS has attracted more net investor money so far.
How do the fees of XUS and ZJAN compare?
XUS has an expense ratio of 0.09%, while ZJAN has an expense ratio of 0.73%.
What are the top holdings of XUS and ZJAN?
XUS's largest holdings include Apple, Inc., NVIDIA Corp., and Alphabet, Inc.. ZJAN's top holdings include Apple, Inc., NVIDIA Corp., and Alphabet, Inc..
Which ETF is more diversified: XUS or ZJAN?
XUS holds 496 securities, while ZJAN holds 494. On holdings count, XUS is the more diversified portfolio.
Recent articles about XUS and ZJAN
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