Compare BMO Covered Call Canadian Banks ETF (ZWB) vs BMO Covered Call Utilities ETF (ZWU) to find the best fit for your portfolio. ZWB provides Financials exposures, while ZWU is primarily weighted in Utilities, Energy, and Communication Services. When evaluating costs, ZWB features a management fee (MER) of 0.65%, compared to 0.65% for ZWU. Performance-wise, ZWB has returned 10.55% year-to-date with +$10 M in net flows, whereas ZWU is at 9.1% with +$34 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 | $4,148.33 M | $2,131.75 M |
| Management Fees | 0.65% | 0.65% |
| Exp. ratio | 0.72% | 0.71% |
| Tracking Difference | - | - |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZWB | +9.56% | +9.84% | +10.55% | +54.48% | +83.66% |
ZWU | -1.25% | +7.18% | +9.10% | +16.05% | +28.68% | |
| Flows | ZWB | -$9 M | +$2 M | +$10 M | -$45 M | -$148 M |
ZWU | +$43 M | +$19 M | +$34 M | +$216 M | +$160 M |
ZWB vs ZWU exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
Frequently asked questions about ZWB and ZWU
Which ETF has performed better year to date: ZWB or ZWU?
Which ETF is larger by assets under management: ZWB or ZWU?
How are ZWB and ZWU managed?
What sectors do ZWB and ZWU emphasize?
Which ETF is attracting more investor flows: ZWB or ZWU?
How do the fees of ZWB and ZWU compare?
What are the top holdings of ZWB and ZWU?
Which ETF is more diversified: ZWB or ZWU?
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