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Compare BMO Covered Call Technology ETF (ZWT) vs Harvest Tech Leaders Income ETF (HTA) to find the best fit for your portfolio. ZWT provides Technology, Consumer Non-Cyclicals, and Business Services exposures, while HTA is primarily weighted in Technology and Sovereign. When evaluating costs, ZWT features a management fee (MER) of 0.65%, compared to 0.85% for HTA. Performance-wise, ZWT has returned 16.11% year-to-date with -$5 M in net flows, whereas HTA is at 25.08% with +$53 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
Compare
ZWT
HTA
| AuM | $212.19 M | $891.98 M |
| Management Fees | 0.65% | 0.85% |
| Exp. ratio | 0.71% | 0.99% |
| Tracking Difference | - | - |
Historical performance and flows
As of September 8, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZWT | -1.01% | +0.93% | +16.11% | +23.03% | +120.60% |
HTA | -0.23% | +4.28% | +25.08% | +30.27% | +91.73% | |
| Flows | ZWT | +$3 M | -$23 M | -$5 M | +$1 M | +$35 M |
HTA | +$6 M | +$18 M | +$53 M | +$43 M | +$142 M |
ZWT vs HTA exposure
Countries
ZWT
USA
99.05%
HTA
USA
94.15%
Sectors
ZWT
Technology
89.26%
Consumer Non-Cyclicals
7.94%
HTA
Technology
98.93%
As of September 8, 2026
Top 10 Holdings
ZWT
Apple, Inc.
9.60%
Microsoft Corp.
9.39%
Broadcom Inc.
8.13%
NVIDIA Corp.
8.00%
Amazon.com, Inc.
7.94%
Alphabet, Inc.
7.44%
Meta Platforms, Inc.
7.19%
Micron Technology, Inc.
6.39%
Advanced Micro Devices, Inc.
4.46%
Cisco Systems, Inc.
2.78%
HTA
Microsoft Corp.
5.91%
ServiceNow, Inc.
5.58%
Alphabet, Inc.
5.44%
Oracle Corp.
5.37%
Intuit, Inc.
5.29%
Motorola Solutions, Inc.
5.16%
Arista Networks, Inc.
5.08%
Amphenol Corp.
5.07%
Cisco Systems, Inc.
4.97%
Palo Alto Networks, Inc.
4.96%
Diversification
ZWT
Total weight of top 10 holdings out of 30 total
71.33%
HTA
Total weight of top 10 holdings out of 25 total
52.83%
Characteristics
Compare
ZWT
HTA
| Provider | BMO | Harvest Portfolios Group |
| Management | Actively managed | Actively managed |
| Benchmark | - | - |
| Replication Method | ||
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 5.04% | 8.21% |
| Meets ESG criteria | No | No |
| Inception Date | January 26, 2021 | April 27, 2015 |
Frequently asked questions about ZWT and HTA
Which ETF has performed better year to date: ZWT or HTA?
As of September 8, 2026, ZWT has returned 16.11% year to date, while HTA has returned 25.08%. HTA is ahead on YTD performance.
Which ETF is larger by assets under management: ZWT or HTA?
As of September 8, 2026, ZWT manages $212.19 M in assets, while HTA manages $891.98 M. HTA is the larger fund by AUM.
How are ZWT and HTA managed?
ZWT is actively managed by BMO. It does not track an index. HTA is actively managed by Harvest Portfolios Group. It does not track an index.
What sectors do ZWT and HTA emphasize?
ZWT is most exposed to Technology, Consumer Non-Cyclicals, and Business Services. HTA is most exposed to Technology and Sovereign.
Which ETF is attracting more investor flows: ZWT or HTA?
Year to date, ZWT has seen -$4.71 M in net flows, compared with +$52.73 M for HTA. HTA has attracted more net investor money so far.
How do the fees of ZWT and HTA compare?
ZWT has an expense ratio of 0.71%, while HTA has an expense ratio of 0.99%.
What are the top holdings of ZWT and HTA?
ZWT's largest holdings include Apple, Inc., Microsoft Corp., and Broadcom Inc.. HTA's top holdings include Microsoft Corp., ServiceNow, Inc., and Alphabet, Inc..
Which ETF is more diversified: ZWT or HTA?
ZWT holds 30 securities, while HTA holds 25. On holdings count, ZWT is the more diversified portfolio.
Recent articles about ZWT and HTA
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