BMO Long Short US Equity ETF (ZLSU.TO) ETF Analysis

Fund Overview

BMO Long Short US Equity ETF (ZLSU.TO) is an exchange-traded fund. The fund holds CA$222.05M in total net assets. The fund is issued by BMO Asset Management Inc. The inception date on file is September 27, 2023.

The largest positions on file are BondBloxx Bloomberg SixMthTrgDurUSTrsETF (XHLF), BMO USD Cash Management ETF USD (ZUCM-U.TO), and Apple Inc (AAPL). BondBloxx Bloomberg SixMthTrgDurUSTrsETF alone accounts for 39.33% of the portfolio. The ten largest positions together make up 70.6% of the fund.

Performance Analysis

The most recent close on file for ZLSU.TO is CA$46.86, dated September 3, 2026. Over the trailing twelve months the price has returned +8.69%. The stored price history starts on September 29, 2023, and the total return since then is +61.51%. The fund distributes at a trailing yield of 0.72%.

The strongest complete calendar year on file is 2024 at +32.28%; the weakest is 2025 at +5.05%. So far in 2026 the price is +9.40%.

Price & Risk Profile

Over the past 52 weeks the price has ranged from CA$41.46 to CA$47.58. The latest close sits 13.02% above that 52-week low. Annualized volatility over the trailing 2 years is 10.98%. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.