VS
Compare BMO US Dividend Growth ETF (ZBDU) vs CI U.S. Minimum Downside Volatility Index ETF (CUDV.B) to find the best fit for your portfolio. ZBDU provides Finance, Healthcare, and Technology exposures, while CUDV.B is primarily weighted in Industrials, Technology, and Healthcare. When evaluating costs, ZBDU features a management fee (MER) of 0.51%, compared to 0.3% for CUDV.B. Performance-wise, ZBDU has returned 14.3% year-to-date with +$2 M in net flows, whereas CUDV.B is at 8.6% with +$0 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
ZBDU
CUDV.B
| AuM | $7.51 M | $1.46 M |
| Management Fees | 0.51% | 0.30% |
| Exp. ratio | 0.51% | 0.34% |
| Tracking Difference | - | 0.09% |
Historical performance and flows
As of October 16, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZBDU | +1.77% | +0.33% | +14.30% | +15.84% | - |
CUDV.B | +3.52% | +3.47% | +8.60% | +7.47% | +56.32% | |
| Flows | ZBDU | +$0 M | +$0 M | +$2 M | +$3 M | - |
CUDV.B | +$0 M | +$0 M | +$0 M | +$0 M | +$0 M |
ZBDU vs CUDV.B exposure
Countries
ZBDU
USA
97.04%
CUDV.B
USA
97.53%
Sectors
ZBDU
Finance
29.85%
Healthcare
20.24%
Technology
18.55%
Consumer Non-Cyclicals
8.45%
Other
22.91%
CUDV.B
Industrials
14.57%
Technology
14.38%
Healthcare
13.16%
Finance
12.87%
Consumer Non-Cyclicals
12.86%
Business Services
9.64%
Other
22.52%
As of October 16, 2026
Top 10 Holdings
ZBDU
Bank of America Corp.
4.26%
Johnson & Johnson
4.14%
Cisco Systems, Inc.
3.74%
Morgan Stanley
3.64%
AbbVie, Inc.
3.58%
Microsoft Corp.
3.49%
Gilead Sciences, Inc.
3.41%
JPMorgan Chase & Co.
3.31%
Apple, Inc.
3.27%
RTX Corp.
3.21%
CUDV.B
Apple, Inc.
6.26%
Johnson & Johnson
5.70%
Verizon Communications, Inc.
5.39%
RTX Corp.
5.28%
Waste Management, Inc.
4.83%
Microsoft Corp.
4.80%
Lockheed Martin Corp.
4.63%
Cencora, Inc.
4.51%
Berkshire Hathaway, Inc.
4.37%
The Coca-Cola Co.
4.13%
Diversification
ZBDU
Total weight of top 10 holdings out of 48 total
36.03%
CUDV.B
Total weight of top 10 holdings out of 122 total
49.90%
Characteristics
Compare
ZBDU
CUDV.B
| Provider | BMO | CI |
| Management | Actively managed | Passively managed |
| Benchmark | - | Solactive US Minimum Downside Volatility CAD Index NTR - CAD |
| Replication Method | - | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 2.24% | 1.30% |
| Meets ESG criteria | No | No |
| Inception Date | May 21, 2025 | January 19, 2023 |
Frequently asked questions about ZBDU and CUDV.B
Which ETF has performed better year to date: ZBDU or CUDV.B?
As of October 16, 2026, ZBDU has returned 14.30% year to date, while CUDV.B has returned 8.60%. ZBDU is ahead on YTD performance.
Which ETF is larger by assets under management: ZBDU or CUDV.B?
As of October 16, 2026, ZBDU manages $7.51 M in assets, while CUDV.B manages $1.46 M. ZBDU is the larger fund by AUM.
How are ZBDU and CUDV.B managed?
ZBDU is actively managed by BMO. It does not track an index. CUDV.B is passively managed by CI. It tracks the Solactive US Minimum Downside Volatility CAD Index NTR - CAD benchmark.
What sectors do ZBDU and CUDV.B emphasize?
ZBDU is most exposed to Finance, Healthcare, and Technology. CUDV.B is most exposed to Industrials, Technology, and Healthcare.
Which ETF is attracting more investor flows: ZBDU or CUDV.B?
Year to date, ZBDU has seen +$1.77 M in net flows, compared with +$0.00 M for CUDV.B. ZBDU has attracted more net investor money so far.
How do the fees of ZBDU and CUDV.B compare?
ZBDU has an expense ratio of 0.51%, while CUDV.B has an expense ratio of 0.34%.
What are the top holdings of ZBDU and CUDV.B?
ZBDU's largest holdings include Bank of America Corp., Johnson & Johnson, and Cisco Systems, Inc.. CUDV.B's top holdings include Apple, Inc., Johnson & Johnson, and Verizon Communications, Inc..
Which ETF is more diversified: ZBDU or CUDV.B?
ZBDU holds 48 securities, while CUDV.B holds 122. On holdings count, CUDV.B is the more diversified portfolio.
Recent articles about ZBDU and CUDV.B
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