BMO Equal Weight Utilities Index ETF (ZUT) and BMO S&P 500 Index ETF (ZSP) offer distinct profiles for Canadian ETF investors. A direct comparison shows that ZUT focuses its top 3 sector exposures on Utilities, while ZSP leans towards Information Technology, Financials, and Communication Services. When evaluating costs, ZUT features a management fee (MER) of 0.55%, compared to 0.08% for ZSP. Performance-wise, ZUT has returned 17.29% year-to-date with -$87 M in net flows, whereas ZSP is at 1.84% with +$154 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 | $863.56 M | $20,782.75 M |
| Management Fees | 0.55% | 0.08% |
| Exp. ratio | 0.61% | 0.09% |
| Tracking Difference | -0.74% | -0.65% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZUT | +7.59% | +16.38% | +17.29% | +41.42% | +41.26% |
ZSP | +0.58% | -3.85% | -1.84% | +28.86% | +71.67% | |
| Flows | ZUT | -$4 M | -$85 M | -$87 M | +$76 M | +$227 M |
ZSP | -$199 M | +$30 M | +$154 M | +$1,264 M | +$4,289 M |
ZUT vs ZSP exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | BMO | BMO |
| Management | Passively managed | Passively managed |
| Benchmark | Solactive Equal Weight Canada Utilities Total Return Index - CAD | S&P 500 CAD Total Return Index - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 2.88% | 0.86% |
| Meets ESG criteria | No | No |
| Inception Date | January 19, 2010 | November 14, 2012 |
Frequently asked questions about ZUT and ZSP
Which ETF has performed better year to date: ZUT or ZSP?
Which ETF is larger by assets under management: ZUT or ZSP?
How are ZUT and ZSP managed?
What sectors do ZUT and ZSP emphasize?
Which ETF is attracting more investor flows: ZUT or ZSP?
How do the fees of ZUT and ZSP compare?
What are the top holdings of ZUT and ZSP?
Which ETF is more diversified: ZUT or ZSP?
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