BMO Equal Weight US Health Care Index ETF (ZHU.TO) ETF Analysis

Fund Overview

BMO Equal Weight US Health Care Index ETF (ZHU.TO) is an exchange-traded fund. The fund is issued by BMO Asset Management Inc. It has been trading since February 12, 2019. Total net assets stand at CA$10.77M.

Its biggest positions are Humana Inc (HUM), Revolution Medicines Inc Ordinary Shares (RVMD), and Guardant Health Inc (GH). Humana Inc alone accounts for 2.33% of the portfolio. The ten largest positions together make up 18.44% of the fund.

Performance Analysis

The most recent close on file for ZHU.TO is CA$51.48, dated September 4, 2026. The trailing one-year price return is +25.66%. Measured over 5 years, that is +1.74% a year compounded. The fund distributes at a trailing yield of 0.49%.

The strongest complete calendar year on file is 2020 at +17.53%; the weakest is 2022 at −9.75%. Of the 6 complete calendar years on file, 4 finished higher. 2026 is still running; the price is +15.97% year to date.

Price & Risk Profile

Daily returns over the trailing 7 years annualize to a volatility of 17.7%. Beta against the wider market is reported at 1.1. Over the past 52 weeks the price has ranged from CA$40.40 to CA$52.29. The latest close sits 27.43% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.