BMO Canadian High Dividend Covered Call ETF (ZWC) and iShares Canadian Fundamental Index ETF (CRQ) offer distinct profiles for Canadian ETF investors. A direct comparison shows that ZWC focuses its top 3 sector exposures on Financials, Energy, and Materials, while CRQ leans towards Financials, Energy, and Materials. When evaluating costs, ZWC features a management fee (MER) of 0.65%, compared to 0.65% for CRQ. Performance-wise, ZWC has returned 12.7% year-to-date with +$212 M in net flows, whereas CRQ is at 18.03% with +$10 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 | $2,353.76 M | $146.71 M |
| Management Fees | 0.65% | 0.65% |
| Exp. ratio | 0.72% | 0.72% |
| Tracking Difference | - | -1.14% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZWC | +2.22% | +6.78% | +12.70% | +29.29% | +64.10% |
CRQ | +4.27% | +11.30% | +18.03% | +44.09% | +104.66% | |
| Flows | ZWC | +$42 M | +$136 M | +$212 M | +$284 M | +$224 M |
CRQ | -$0 M | +$2 M | +$10 M | +$7 M | -$10 M |
ZWC vs CRQ exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | BMO | iShares |
| Management | Actively managed | Passively managed |
| Benchmark | - | FTSE RAFI Canada Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 5.56% | 1.86% |
| Meets ESG criteria | No | No |
| Inception Date | February 9, 2017 | February 22, 2006 |
Frequently asked questions about ZWC and CRQ
Which ETF has performed better year to date: ZWC or CRQ?
Which ETF is larger by assets under management: ZWC or CRQ?
How are ZWC and CRQ managed?
What sectors do ZWC and CRQ emphasize?
Which ETF is attracting more investor flows: ZWC or CRQ?
How do the fees of ZWC and CRQ compare?
What are the top holdings of ZWC and CRQ?
Which ETF is more diversified: ZWC or CRQ?
Recent articles about ZWC and CRQ
Unleashing the Potential of Covered Call ETFs
Here's all you need to know about covered call ETFs as a Canadian investor.
3 Canadian ETF Market Trend Predictions for 2023
ETF investors should be on the lookout for these themes as the year goes on.
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.