VS
BMO US Equity Buffer Hedged to CAD ETF - January (ZJAN) and BMO MSCI USA ESG Leaders Index ETF (ESGY) offer distinct profiles for Canadian ETF investors. A direct comparison shows that ZJAN focuses its top 3 sector exposures on Technology, Finance, and Healthcare, while ESGY leans towards Technology, Finance, and Healthcare. When evaluating costs, ZJAN features a management fee (MER) of 0.73%, compared to 0.2% for ESGY. Performance-wise, ZJAN has returned 6.17% year-to-date with +$43 M in net flows, whereas ESGY is at 16.46% with +$4 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
ZJAN
ESGY
| AuM | $143.09 M | $204.36 M |
| Management Fees | 0.73% | 0.20% |
| Exp. ratio | 0.73% | 0.23% |
| Tracking Difference | - | 0.00% |
Historical performance and flows
As of September 21, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZJAN | +0.69% | +2.55% | +6.17% | +8.39% | - |
ESGY | +2.03% | +5.03% | +16.46% | +20.52% | +92.50% | |
| Flows | ZJAN | +$0 M | +$0 M | +$43 M | +$44 M | - |
ESGY | -$0 M | +$4 M | +$4 M | +$10 M | -$1,947 M |
ZJAN vs ESGY exposure
Countries
ZJAN
USA
99.29%
ESGY
USA
96.33%
Sectors
ZJAN
Technology
45.64%
Finance
14.31%
Healthcare
9.14%
Consumer Non-Cyclicals
9.12%
Industrials
8.01%
Other
13.78%
ESGY
Technology
45.58%
Finance
13.21%
Healthcare
10.57%
Industrials
8.27%
Other
22.37%
As of September 21, 2026
Top 10 Holdings
ZJAN
Apple, Inc.
7.80%
NVIDIA Corp.
7.53%
Microsoft Corp.
5.34%
Amazon.com, Inc.
3.67%
Alphabet, Inc.
3.12%
Broadcom Inc.
2.93%
Alphabet, Inc.
2.51%
Meta Platforms, Inc.
1.89%
Micron Technology, Inc.
1.57%
JPMorgan Chase & Co.
1.49%
ESGY
NVIDIA Corp.
13.44%
Microsoft Corp.
9.50%
Alphabet, Inc.
5.80%
Alphabet, Inc.
4.61%
Eli Lilly & Co.
2.77%
Tesla, Inc.
2.60%
Advanced Micro Devices, Inc.
2.36%
Johnson & Johnson
1.84%
Visa, Inc.
1.84%
Mastercard, Inc.
1.41%
Diversification
ZJAN
Total weight of top 10 holdings out of 503 total
37.85%
ESGY
Total weight of top 10 holdings out of 262 total
46.16%
Characteristics
Compare
ZJAN
ESGY
| Provider | BMO | BMO |
| Management | Actively managed | Passively managed |
| Benchmark | - | MSCI USA Selection NTR Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 0.45% | 0.60% |
| Meets ESG criteria | No | Yes |
| Inception Date | January 26, 2024 | January 24, 2020 |
Frequently asked questions about ZJAN and ESGY
Which ETF has performed better year to date: ZJAN or ESGY?
As of September 21, 2026, ZJAN has returned 6.17% year to date, while ESGY has returned 16.46%. ESGY is ahead on YTD performance.
Which ETF is larger by assets under management: ZJAN or ESGY?
As of September 21, 2026, ZJAN manages $143.09 M in assets, while ESGY manages $204.36 M. ESGY is the larger fund by AUM.
How are ZJAN and ESGY managed?
ZJAN is actively managed by BMO. It does not track an index. ESGY is passively managed by BMO. It tracks the MSCI USA Selection NTR Index - CAD benchmark.
What sectors do ZJAN and ESGY emphasize?
ZJAN is most exposed to Technology, Finance, and Healthcare. ESGY is most exposed to Technology, Finance, and Healthcare.
Which ETF is attracting more investor flows: ZJAN or ESGY?
Year to date, ZJAN has seen +$42.71 M in net flows, compared with +$3.68 M for ESGY. ZJAN has attracted more net investor money so far.
How do the fees of ZJAN and ESGY compare?
ZJAN has an expense ratio of 0.73%, while ESGY has an expense ratio of 0.23%.
What are the top holdings of ZJAN and ESGY?
ZJAN's largest holdings include Apple, Inc., NVIDIA Corp., and Alphabet, Inc.. ESGY's top holdings include NVIDIA Corp., Alphabet, Inc., and Microsoft Corp..
Which ETF is more diversified: ZJAN or ESGY?
ZJAN holds 500 securities, while ESGY holds 260. On holdings count, ZJAN is the more diversified portfolio.
Recent articles about ZJAN and ESGY
The ETF Market Canada is brought to you by Cboe in partnership with Trackinsight SA who is providing all the data, analysis and editorial content on this site. Unless explicitly stated as such, any information that you receive is not real-time.
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.
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.