VS
BMO S&P US Mid Cap Index ETF (ZMID) and First Trust SMID Cap Rising Dividend Achievers ETF (CA) (SDVY.F) offer distinct profiles for Canadian ETF investors. A direct comparison shows that ZMID focuses its top 3 sector exposures on Finance, Industrials, and Technology, while SDVY.F leans towards Finance, Industrials, and Technology. When evaluating costs, ZMID features a management fee (MER) of 0.15%, compared to 0.15% for SDVY.F. Performance-wise, ZMID has returned 13.94% year-to-date with -$98 M in net flows, whereas SDVY.F is at 8.02% with +$1 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
ZMID
SDVY.F
| AuM | $221.24 M | $5.54 M |
| Management Fees | 0.15% | 0.15% |
| Exp. ratio | 0.16% | 0.77% |
| Tracking Difference | 0.40% | - |
Historical performance and flows
As of October 28, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZMID | -0.07% | -4.09% | +13.94% | +13.31% | +63.55% |
SDVY.F | +1.86% | -5.52% | +8.02% | +9.63% | - | |
| Flows | ZMID | -$6 M | -$80 M | -$98 M | -$95 M | -$117 M |
SDVY.F | +$0 M | +$0 M | +$1 M | +$1 M | - |
ZMID vs SDVY.F exposure
Countries
ZMID
USA
96.47%
SDVY.F
USA
95.05%
Sectors
ZMID
Finance
22.84%
Industrials
16.36%
Technology
14.33%
Non-Energy Materials
10.70%
Healthcare
10.22%
Other
25.55%
SDVY.F
Finance
36.47%
Industrials
21.17%
Technology
9.45%
Non-Energy Materials
8.29%
Other
24.62%
As of October 28, 2026
Top 10 Holdings
ZMID
Twilio, Inc.
1.02%
Illumina, Inc.
0.90%
TechnipFMC plc
0.84%
Everpure, Inc.
0.83%
ATI, Inc.
0.81%
Okta, Inc.
0.78%
nVent Electric Plc
0.67%
US Foods Holding Corp.
0.66%
Carpenter Technology Corp.
0.65%
Tenet Healthcare Corp.
0.64%
SDVY.F
National HealthCare Corp.
1.25%
Interactive Brokers Group, Inc.
1.06%
First BanCorp (Puerto Rico)
1.06%
PriceSmart, Inc.
1.05%
The Hanover Insurance Group, Inc.
1.03%
Reinsurance Group of America, Inc.
1.02%
EnerSys
1.01%
Assurant, Inc.
1.01%
Interparfums, Inc.
1.00%
OFG Bancorp
1.00%
Diversification
ZMID
Total weight of top 10 holdings out of 400 total
7.80%
SDVY.F
Total weight of top 10 holdings out of 172 total
10.49%
Characteristics
Compare
ZMID
SDVY.F
| Provider | BMO | First Trust |
| Management | Passively managed | Passively managed |
| Benchmark | S&P MidCap 400 Net Total Return Index - CAD | Nasdaq US SMID Cap Rising Dividend Achievers Total Return Index - USD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 0.94% | 0.92% |
| Meets ESG criteria | No | No |
| Inception Date | February 11, 2020 | September 9, 2024 |
Frequently asked questions about ZMID and SDVY.F
Which ETF has performed better year to date: ZMID or SDVY.F?
As of October 28, 2026, ZMID has returned 13.94% year to date, while SDVY.F has returned 8.02%. ZMID is ahead on YTD performance.
Which ETF is larger by assets under management: ZMID or SDVY.F?
As of October 28, 2026, ZMID manages $221.24 M in assets, while SDVY.F manages $5.54 M. ZMID is the larger fund by AUM.
How are ZMID and SDVY.F managed?
ZMID is passively managed by BMO. It tracks the S&P MidCap 400 Net Total Return Index - CAD benchmark. SDVY.F is passively managed by First Trust. It tracks the Nasdaq US SMID Cap Rising Dividend Achievers Total Return Index - USD benchmark.
What sectors do ZMID and SDVY.F emphasize?
ZMID is most exposed to Finance, Industrials, and Technology. SDVY.F is most exposed to Finance, Industrials, and Technology.
Which ETF is attracting more investor flows: ZMID or SDVY.F?
Year to date, ZMID has seen -$97.74 M in net flows, compared with +$0.96 M for SDVY.F. SDVY.F has attracted more net investor money so far.
How do the fees of ZMID and SDVY.F compare?
ZMID has an expense ratio of 0.16%, while SDVY.F has an expense ratio of 0.77%.
What are the top holdings of ZMID and SDVY.F?
ZMID's largest holdings include Twilio, Inc., Illumina, Inc., and TechnipFMC plc. SDVY.F's top holdings include National HealthCare Corp., Interactive Brokers Group, Inc., and First BanCorp (Puerto Rico).
Which ETF is more diversified: ZMID or SDVY.F?
ZMID holds 400 securities, while SDVY.F holds 172. On holdings count, ZMID is the more diversified portfolio.
Recent articles about ZMID and SDVY.F
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