BMO Canadian Core Plus US Balanced ETF (ZBCB) and Global X Equal Weight Canadian Banks Index Corporate Class ETF (HEWB) offer distinct profiles for Canadian ETF investors. A direct comparison shows that ZBCB focuses its top 3 sector exposures on Financials, Municipal, and Information Technology, while HEWB leans towards Financials. When evaluating costs, ZBCB features a management fee (MER) of 0.45%, compared to 0.28% for HEWB. Performance-wise, ZBCB has returned 4.21% year-to-date with +$2 M in net flows, whereas HEWB is at 15.02% with +$12 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
| AuM | $8.67 M | $290.21 M |
| Management Fees | 0.45% | 0.28% |
| Exp. ratio | 0.45% | 0.28% |
| Tracking Difference | - | -0.80% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZBCB | +3.13% | +3.19% | +4.21% | - | - |
HEWB | +9.67% | +10.04% | +15.02% | +65.38% | +121.08% | |
| Flows | ZBCB | +$0 M | +$2 M | +$2 M | - | - |
HEWB | +$8 M | +$9 M | +$12 M | +$7 M | -$3 M |
ZBCB vs HEWB exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | BMO | Global X |
| Management | Actively managed | Passively managed |
| Benchmark | - | Solactive Equal Weight Canada Banks GTR Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity, Fixed Income | Equity |
| Dividend Policy | Distributing | Capitalization |
| Trailing 12m distribution yield | - | 0.00% |
| Meets ESG criteria | No | No |
| Inception Date | May 21, 2025 | January 23, 2019 |
Frequently asked questions about ZBCB and HEWB
Which ETF has performed better year to date: ZBCB or HEWB?
Which ETF is larger by assets under management: ZBCB or HEWB?
How are ZBCB and HEWB managed?
What sectors do ZBCB and HEWB emphasize?
Which ETF is attracting more investor flows: ZBCB or HEWB?
How do the fees of ZBCB and HEWB compare?
What are the top holdings of ZBCB and HEWB?
Which ETF is more diversified: ZBCB or HEWB?
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