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Select a second ETF to benchmark against BMO Canadian Core Plus US Balanced ETF (ZBCB). Compare key metrics including year-to-date performance, management fees, sector exposures and underlying assets to ensure you are selecting the best fund for your investment objectives.
NAV Performance and Flows
Key Data
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ZBCB
| AuM | $8.95 M | |
| Management Fees | 0.45% | |
| Exp. ratio | 0.45% | |
| Tracking Difference | - |
Historical performance and flows
As of September 3, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZBCB | -0.16% | +2.05% | +8.33% | +14.02% | - |
| Flows | ZBCB | +$0 M | -$0 M | +$2 M | +$5 M | - |
Exposure
Countries
ZBCB
Canada
56.77%
USA
39.71%
Sectors
ZBCB
Finance
29.62%
Technology
14.83%
Municipal
12.10%
Energy
10.08%
Other
33.37%
As of September 3, 2026
Top 10 Holdings
ZBCB
Royal Bank of Canada
3.24%
Alphabet, Inc.
3.05%
NVIDIA Corp.
2.50%
Bank of America Corp.
2.44%
Apple, Inc.
2.44%
Amazon.com, Inc.
1.91%
Suncor Energy, Inc.
1.90%
Canadian Natural Resources Ltd.
1.83%
Agnico Eagle Mines Ltd.
1.81%
The Toronto-Dominion Bank
1.73%
Diversification
ZBCB
Total weight of top 10 holdings out of 16,100 total
22.86%
Characteristics
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ZBCB
| Provider | BMO | |
| Management | Actively managed | |
| Benchmark | - | |
| Replication Method | ||
| Asset Class | Equity, Fixed Income | |
| Dividend Policy | Distributing | |
| Trailing 12m distribution yield | 2.01% | |
| Meets ESG criteria | No | |
| Inception Date | May 21, 2025 |
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All content on the ETF Market Canada is for your general information use only, Cboe is not responsible for any use of content by you outside this scope. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cboe and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.