Compare BMO Equal Weight REITs Index ETF (ZRE) vs Global X Equal Weight Canadian Banks Index Corporate Class ETF (HEWB) to find the best fit for your portfolio. ZRE provides Real Estate and Health Care exposures, while HEWB is primarily weighted in Financials. When evaluating costs, ZRE features a management fee (MER) of 0.55%, compared to 0.28% for HEWB. Performance-wise, ZRE has returned 12.51% year-to-date with +$6 M in net flows, whereas HEWB is at 25.26% with +$14 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 | $644.44 M | $317.93 M |
| Management Fees | 0.55% | 0.28% |
| Exp. ratio | 0.61% | 0.28% |
| Tracking Difference | -0.73% | -0.78% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZRE | +3.91% | +10.42% | +12.51% | +14.43% | +32.72% |
HEWB | +8.44% | +23.64% | +25.26% | +67.67% | +147.54% | |
| Flows | ZRE | +$4 M | +$3 M | +$6 M | +$1 M | -$18 M |
HEWB | +$2 M | +$10 M | +$14 M | +$11 M | +$16 M |
ZRE vs HEWB exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | BMO | Global X |
| Management | Passively managed | Passively managed |
| Benchmark | Solactive Equal Weight Canada REIT Total Return Index - CAD | Solactive Equal Weight Canada Banks GTR Index - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Capitalization |
| Trailing 12m distribution yield | 4.30% | 0.00% |
| Meets ESG criteria | No | No |
| Inception Date | May 19, 2010 | January 23, 2019 |
Frequently asked questions about ZRE and HEWB
Which ETF has performed better year to date: ZRE or HEWB?
Which ETF is larger by assets under management: ZRE or HEWB?
How are ZRE and HEWB managed?
What sectors do ZRE and HEWB emphasize?
Which ETF is attracting more investor flows: ZRE or HEWB?
How do the fees of ZRE and HEWB compare?
What are the top holdings of ZRE and HEWB?
Which ETF is more diversified: ZRE or HEWB?
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