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StockVS

TSX · CAD · ETF

BMO Low Volatility US Equity ETF (CAD) (ZLU.TO) ETF Analysis

ZLU.TO
Expense ratio 0.3% Yield 1.75% Since March 19, 2013 Family BMO Asset Management Inc

Last Updated: October 21, 2026

CA$64.34
−CA$0.24 (−0.38%)

October 21, 2026 · Market close

Compare

Price History

Hover for the daily close. The dotted line marks the period open.

Compare ZLU.TO with… →

ZLU.TO Annualized Returns

PeriodAnnualizedCA$100 becomes
1 year+10.77%CA$110.77
3 years+15.16%CA$152.73
5 years+11.00%CA$168.48
10 years+10.27%CA$265.91

Returns are total returns computed from daily closes, with dividends reinvested. As of October 21, 2026.

ZLU.TO Return by Calendar Year

2016 and 2026 are partial years

View as table ↓View as chart ↑
YearReturn
2026 (partial year)+13.87%
2025+6.51%
2024+21.63%
2023−3.26%
2022+7.94%
2021+20.72%
2020+2.06%
2019+20.48%
2018+8.39%
2017+5.06%
2016 (partial year)−7.28%

ZLU.TO Monthly Returns

−8%+8%
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+3.3+7.5−3.6−1.6+3.7+4.4−0.5+0.4−4.0+4.1——
2025+3.7+3.4+1.0−6.0−0.6−0.5+2.4+1.6+3.8−2.1+3.5−3.3
2024+2.5+2.2+3.9−1.0+0.3+0.2+6.1+2.5+2.3+0.9+3.4−3.2
2023−1.9−0.5+1.0+2.7−5.5+0.8+0.5−0.5−3.5+1.8+2.6−0.5
2022−1.9−1.1+4.2+0.6−0.5−1.9+2.3+0.6−2.4+6.5+3.4−1.8
2021−1.7−1.5+6.8+2.1−1.4+2.2+3.9+2.5−4.0+1.4+1.8+7.7
2020+4.3−7.1−7.0+7.8+3.3−3.6+3.8−1.3+0.8−1.5+4.8−1.0
2019+1.7+3.6+4.0+1.4−0.6+1.2+2.4+3.0+1.8−1.8+2.5−0.2
2018+0.5−0.8+0.3+0.1+0.2+4.7+1.9+2.6−1.0+1.2+3.3−4.6
2017−2.7+6.5−0.3+3.3+0.7−5.4−2.7+0.1+0.0+4.0+4.7−2.6

Monthly total returns with dividends reinvested; each cell prints its signed value.

ZLU.TO Volatility & Risk

Volatility: 10 yrs · Beta: 3 yrs
Annualized volatility
13.89%
Beta (3y)
0.27
Best year
+21.63%

2024

Worst year
−3.26%

2023

Volatility is the annualized standard deviation of daily returns. As of October 21, 2026.

Top Holdings

# Symbol Name Weight
1 JNJ Johnson & Johnson 3.11%
2 COR Cencora Inc 2.9%
3 TDY Teledyne Technologies Inc 2.52%
4 GLW Corning Inc 2.38%
5 CSCO Cisco Systems Inc 2.28%
6 GEN Gen Digital Inc 2.14%
7 MSI Motorola Solutions Inc 2.13%
8 CBOE Cboe Global Markets Inc 2.07%
9 NOC Northrop Grumman Corp 2.03%
10 CME CME Group Inc Class A 1.99%

Analysis

Data-derived

Fund Overview

BMO Low Volatility US Equity ETF (CAD) (ZLU.TO) is an exchange-traded fund. The expense ratio is 0.3%. On a CA$10,000 position that is CA$30.00 a year. The fund is issued by BMO Asset Management Inc. The inception date on file is March 19, 2013.

The largest positions on file are Johnson & Johnson (JNJ), Cencora Inc (COR), and Teledyne Technologies Inc (TDY). Johnson & Johnson alone accounts for 3.11% of the portfolio. The ten largest positions together make up 23.55% of the fund.

Performance Analysis

The most recent close on file for ZLU.TO is CA$64.34, dated October 21, 2026. Over the trailing twelve months the total return is +10.77%. Measured over 10 years, that is +10.27% a year compounded. The trailing distribution yield is 1.75%.

Across the complete calendar years on file, 2024 returned +21.63% and 2023 returned −3.26%. Of the 9 complete calendar years on file, 8 finished higher. So far in 2026 the total return is +13.87%.

Price & Risk Profile

Annualized volatility over the trailing 10 years is 13.89%. The reported beta is 0.27. The 52-week range on file runs from CA$56.95 to CA$66.68. The latest close sits 12.98% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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