Compare BMO MSCI All Country World High Quality Index ETF (ZGQ) vs IA Clarington Loomis Global Equity Opportunities Fund (IGEO) to find the best fit for your portfolio. ZGQ provides Information Technology, Communication Services, and Health Care exposures, while IGEO is primarily weighted in Information Technology, Consumer Discretionary, and Financials. When evaluating costs, ZGQ features a management fee (MER) of 0.45%, compared to 0.8% for IGEO. Performance-wise, ZGQ has returned 12.55% year-to-date with +$46 M in net flows, whereas IGEO is at 9.96% with +$2 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 | $1,241.85 M | $7.81 M |
| Management Fees | 0.45% | 0.80% |
| Exp. ratio | 0.50% | 1.11% |
| Tracking Difference | -0.39% | - |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZGQ | +2.81% | +12.95% | +12.55% | +27.49% | +79.89% |
IGEO | +2.77% | +12.51% | +9.96% | +22.36% | - | |
| Flows | ZGQ | +$13 M | +$82 M | +$46 M | +$45 M | +$500 M |
IGEO | +$1 M | +$1 M | +$2 M | -$1 M | - |
ZGQ vs IGEO exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | BMO | IA Clarington |
| Management | Passively managed | Actively managed |
| Benchmark | MSCI ACWI Quality Net Total Return Index - CAD | - |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 0.50% | 0.00% |
| Meets ESG criteria | No | No |
| Inception Date | November 5, 2014 | October 25, 2023 |
Frequently asked questions about ZGQ and IGEO
Which ETF has performed better year to date: ZGQ or IGEO?
Which ETF is larger by assets under management: ZGQ or IGEO?
How are ZGQ and IGEO managed?
What sectors do ZGQ and IGEO emphasize?
Which ETF is attracting more investor flows: ZGQ or IGEO?
How do the fees of ZGQ and IGEO compare?
What are the top holdings of ZGQ and IGEO?
Which ETF is more diversified: ZGQ or IGEO?
Recent articles about ZGQ and IGEO
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