Select a second ETF to benchmark against BMO US Preferred Share Index ETF (ZUP). Compare key metrics including year-to-date performance, management fees, sector exposures and underlying assets to ensure you are selecting the best fund for your investment objectives.
NAV Performance and Flows
Key Data
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ZUP
| AuM | $43.80 M | |
| Management Fees | 0.45% | |
| Exp. ratio | 0.50% | |
| Tracking Difference | 0.02% |
Historical performance and flows
As of September 11, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZUP | -1.41% | -2.55% | -0.16% | -3.50% | +18.17% |
| Flows | ZUP | +$0 M | +$1 M | +$3 M | +$3 M | +$1 M |
Exposure
Countries
ZUP
USA
91.45%
Bermuda
8.55%
Sectors
ZUP
Finance
82.77%
Telecommunications
8.16%
Other
9.07%
As of September 11, 2026
Top 10 Holdings
ZUP
Whirlpool Corp.
1.04%
Brookfield Property Partners LP
1.03%
Brookfield Property Partners LP
0.99%
Arbor Realty Trust, Inc.
0.88%
Qwest Corporation, 6.75% 15jun2052, USD
0.84%
KKR Real Estate Finance Trust, Inc.
0.83%
Qwest Corporation, 6.5% 1sep2051, USD
0.82%
Qwest Corporation, 6.75% 15jun2057, USD
0.81%
Qwest Corporation, 6.5% 1sep2056, USD
0.81%
F&G Annuities & Life, 7.3% 15jan2065, USD
0.80%
Diversification
ZUP
Total weight of top 10 holdings out of 156 total
8.86%
Characteristics
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ZUP
| Provider | BMO | |
| Management | Passively managed | |
| Benchmark | Solactive US Preferred Share Select Net Total Return Index - CAD | |
| Replication Method | ||
| Asset Class | Equity | |
| Dividend Policy | Distributing | |
| Trailing 12m distribution yield | 6.22% | |
| Meets ESG criteria | No | |
| Inception Date | February 9, 2017 |
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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.