VS
When evaluating costs, YUNH features a management fee (MER) of 0.4%, compared to 0.55% for ZUT. Performance-wise, YUNH has returned 11.86% year-to-date with -$2 M in net flows, whereas ZUT is at 10.97% with -$95 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
YUNH
ZUT
| AuM | $34.08 M | $801.08 M |
| Management Fees | 0.40% | 0.55% |
| Exp. ratio | 0.40% | 0.61% |
| Tracking Difference | - | -0.80% |
Historical performance and flows
As of September 14, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | YUNH | -4.04% | -5.38% | +11.86% | +7.22% | - |
ZUT | -7.29% | -8.19% | +10.97% | +15.84% | +44.54% | |
| Flows | YUNH | +$0 M | -$6 M | -$2 M | +$2 M | - |
ZUT | +$17 M | -$29 M | -$95 M | -$106 M | +$217 M |
YUNH vs ZUT exposure
Countries
YUNH
Exposure data will be available soon
ZUT
Canada
84.41%
Bermuda
15.59%
Sectors
YUNH
Exposure data will be available soon
ZUT
Utilities
83.73%
Energy
8.32%
Industrials
7.95%
As of September 14, 2026
Top 10 Holdings
YUNH
Exposure data will be available soon
ZUT
Boralex, Inc.
9.47%
ATCO Ltd.
8.45%
AltaGas Ltd.
8.32%
Canadian Utilities Ltd.
8.09%
Brookfield Infrastructure Partners LP
7.95%
Capital Power Corp.
7.68%
Brookfield Renewable Partners LP
7.64%
Emera, Inc.
7.35%
TransAlta Corp.
7.18%
Northland Power, Inc.
7.08%
Diversification
YUNH
Exposure data will be available soon
ZUT
Total weight of top 10 holdings out of 13 total
79.21%
Characteristics
Compare
YUNH
ZUT
| Provider | Purpose Investments | 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 | 17.06% | 2.98% |
| Meets ESG criteria | No | No |
| Inception Date | February 20, 2025 | January 19, 2010 |
Frequently asked questions about YUNH and ZUT
Which ETF has performed better year to date: YUNH or ZUT?
As of September 14, 2026, YUNH has returned 11.86% year to date, while ZUT has returned 10.97%. YUNH is ahead on YTD performance.
Which ETF is larger by assets under management: YUNH or ZUT?
As of September 14, 2026, YUNH manages $34.08 M in assets, while ZUT manages $801.08 M. ZUT is the larger fund by AUM.
How are YUNH and ZUT managed?
YUNH is actively managed by Purpose Investments. 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: YUNH or ZUT?
Year to date, YUNH has seen -$2.30 M in net flows, compared with -$94.91 M for ZUT. YUNH has attracted more net investor money so far.
How do the fees of YUNH and ZUT compare?
YUNH has an expense ratio of 0.40%, while ZUT has an expense ratio of 0.61%.
Recent articles about YUNH and ZUT
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