BMO All-Equity ETF (ZEQT.TO) ETF Analysis

Fund Overview

BMO All-Equity ETF (ZEQT.TO) is an exchange-traded fund. Total net assets stand at CA$950.29M. BMO Asset Management Inc is the fund family on file. The inception date on file is February 12, 2026.

Its biggest positions are BMO S&P 500 ETF (CAD) (ZSP.TO), BMO S&P/TSX Capped Composite ETF (ZCN.TO), and BMO MSCI EAFE ETF (ZEA.TO). BMO S&P 500 ETF (CAD) alone accounts for 45.35% of the portfolio.

Performance Analysis

The most recent close on file for ZEQT.TO is CA$23.59, dated September 4, 2026. Over the trailing twelve months the price has returned +23.36%. Across 3 years the annualized return works out at +21.38%. The trailing distribution yield is 1.28%.

Across the complete calendar years on file, 2024 returned +25.42% and 2023 returned +16.77%. Of the 3 complete calendar years on file, 3 finished higher. 2026 is still running; the price is +16.32% year to date.

Price & Risk Profile

Daily returns over the trailing 4 years annualize to a volatility of 12.87%. The reported beta is 0.93. The 52-week range on file runs from CA$19.30 to CA$23.91. The latest close sits 22.23% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.