ZUD
BMO US Dividend ETF

Full ZUD fund page
VS
ZDY.U
BMO US Dividend ETF

Full ZDY.U fund page

Compare BMO US Dividend ETF (ZUD) vs BMO US Dividend ETF (ZDY.U) to find the best fit for your portfolio. ZUD and ZDY.U provide the same top sector exposures: Technology, Finance, and Healthcare. When evaluating costs, ZUD features a management fee (MER) of 0.3%, compared to 0.3% for ZDY.U. Performance-wise, ZUD has returned 15.14% year-to-date with -$4 M in net flows, whereas ZDY.U is at 16.42% with +$0 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.

NAV Performance and Flows

-2.0-1.5-1.0-0.50.0%Sep 21Sep 28Oct 5Oct 13Oct 20

Key Data

Historical performance and flows

As of October 20, 2026
1M3MYTD1Y3Y
Perf.
ZUD
-0.55%+2.06%+15.14%+16.60%+67.46%
ZDY.U
-0.41%+2.50%+16.42%+18.44%+72.69%
Flows
ZUD
+$0 M-$4 M-$4 M-$6 M-$8 M
ZDY.U
+$0 M+$3 M+$0 M+$0 M-$11 M

ZUD vs ZDY.U exposure

Countries

ZUD
USA
98.27%
ZDY.U
USA
98.27%

Sectors

ZUD
Technology
32.44%
Finance
15.94%
Healthcare
11.45%
Consumer Non-Cyclicals
9.89%
Energy
8.63%
Other
21.65%
ZDY.U
Technology
32.44%
Finance
15.94%
Healthcare
11.45%
Consumer Non-Cyclicals
9.89%
Energy
8.63%
Other
21.65%
As of October 20, 2026

Top 10 Holdings

ZUD
Dell Technologies, Inc.
4.08%
Apple, Inc.
3.98%
Cisco Systems, Inc.
3.58%
AbbVie, Inc.
3.54%
Philip Morris International, Inc.
2.93%
NVIDIA Corp.
2.91%
Broadcom Inc.
2.84%
Chevron Corp.
2.63%
QUALCOMM, Inc.
2.43%
JPMorgan Chase & Co.
2.04%
ZDY.U
Dell Technologies, Inc.
4.08%
Apple, Inc.
3.98%
Cisco Systems, Inc.
3.58%
AbbVie, Inc.
3.54%
Philip Morris International, Inc.
2.93%
NVIDIA Corp.
2.91%
Broadcom Inc.
2.84%
Chevron Corp.
2.63%
QUALCOMM, Inc.
2.43%
JPMorgan Chase & Co.
2.04%

Diversification

ZUD
Total weight of top 10 holdings out of 95 total
30.96%
ZDY.U
Total weight of top 10 holdings out of 95 total
30.96%

Characteristics

Compare
ZUD
ZDY.U
ProviderBMOBMO
ManagementActively managedActively managed
Benchmark--
Replication Method--
Asset ClassEquityEquity
Dividend PolicyDistributingDistributing
Trailing 12m distribution yield1.54%1.50%
Meets ESG criteriaNoNo
Inception DateMarch 27, 2013March 19, 2013

Frequently asked questions about ZUD and ZDY.U

Which ETF has performed better year to date: ZUD or ZDY.U?
As of October 20, 2026, ZUD has returned 15.14% year to date, while ZDY.U has returned 16.42%. ZDY.U is ahead on YTD performance.
Which ETF is larger by assets under management: ZUD or ZDY.U?
As of October 20, 2026, ZUD manages $157.25 M in assets, while ZDY.U manages $64.99 M. ZUD is the larger fund by AUM.
How are ZUD and ZDY.U managed?
ZUD is actively managed by BMO. It does not track an index. ZDY.U is actively managed by BMO. It does not track an index.
What sectors do ZUD and ZDY.U emphasize?
ZUD is most exposed to Technology, Finance, and Healthcare. ZDY.U is most exposed to Technology, Finance, and Healthcare.
Which ETF is attracting more investor flows: ZUD or ZDY.U?
Year to date, ZUD has seen -$4.28 M in net flows, compared with +$0.03 M for ZDY.U. ZDY.U has attracted more net investor money so far.
How do the fees of ZUD and ZDY.U compare?
ZUD has an expense ratio of 0.33%, while ZDY.U has an expense ratio of 0.33%.
What are the top holdings of ZUD and ZDY.U?
ZUD's largest holdings include Dell Technologies, Inc., Apple, Inc., and Cisco Systems, Inc.. ZDY.U's top holdings include Dell Technologies, Inc., Apple, Inc., and Cisco Systems, Inc..
Which ETF is more diversified: ZUD or ZDY.U?
ZUD holds 95 securities, while ZDY.U holds 95. On holdings count, ZUD is the more diversified portfolio.
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