BMO Growth ETF (ZGRO.T) and BMO S&P 500 Index ETF (ZSP) offer distinct profiles for Canadian ETF investors. A direct comparison shows that ZGRO.T focuses its top 3 sector exposures on Information Technology, Financials, and Industrials, while ZSP leans towards Information Technology, Financials, and Communication Services. When evaluating costs, ZGRO.T features a management fee (MER) of 0.2%, compared to 0.08% for ZSP. Performance-wise, ZGRO.T has returned 5.28% year-to-date with +$44 M in net flows, whereas ZSP is at 4.14% with +$364 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 | $83.39 M | $22,263.00 M |
| Management Fees | 0.20% | 0.08% |
| Exp. ratio | 0.20% | 0.09% |
| Tracking Difference | - | -0.65% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZGRO.T | +6.32% | +2.47% | +5.28% | +29.21% | +58.00% |
ZSP | +8.13% | +2.61% | +4.14% | +34.82% | +79.95% | |
| Flows | ZGRO.T | +$24 M | +$43 M | +$44 M | +$59 M | +$76 M |
ZSP | +$235 M | -$36 M | +$364 M | +$1,459 M | +$4,617 M |
ZGRO.T vs ZSP exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | BMO | BMO |
| Management | Actively managed | Passively managed |
| Benchmark | - | S&P 500 CAD Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity, Fixed Income | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 5.31% | 0.81% |
| Meets ESG criteria | No | No |
| Inception Date | January 23, 2023 | November 14, 2012 |
Frequently asked questions about ZGRO.T and ZSP
Which ETF has performed better year to date: ZGRO.T or ZSP?
Which ETF is larger by assets under management: ZGRO.T or ZSP?
How are ZGRO.T and ZSP managed?
What sectors do ZGRO.T and ZSP emphasize?
Which ETF is attracting more investor flows: ZGRO.T or ZSP?
How do the fees of ZGRO.T and ZSP compare?
What are the top holdings of ZGRO.T and ZSP?
Which ETF is more diversified: ZGRO.T or ZSP?
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