BMO Equal Weight REITs Index ETF (ZRE.TO) ETF Analysis

Fund Overview

BMO Equal Weight REITs Index ETF (ZRE.TO) is an exchange-traded fund. The fund holds CA$647.31M in total net assets. The fund is issued by BMO Asset Management Inc. It has been trading since May 19, 2010.

The largest positions on file are Primaris REIT Unit - Series A (PMZ-UN.TO), Dream Industrial Real Estate Investment Trust (DIR-UN.TO), and Riocan Real Estate Investment Trust (REI-UN.TO). Primaris REIT Unit - Series A alone accounts for 6.33% of the portfolio. The ten largest positions together make up 55.02% of the fund.

Performance Analysis

ZRE.TO last closed at CA$22.85 on September 4, 2026. Over the trailing twelve months the price has returned +4.77%. Across 5 years the annualized return works out at +1.02%. The fund distributes at a trailing yield of 4.26%.

Across the complete calendar years on file, 2021 returned +33.96% and 2022 returned −17.80%. Of the 7 complete calendar years on file, 5 finished higher. 2026 is still running; the price is +6.73% year to date.

Price & Risk Profile

The 52-week range on file runs from CA$21.30 to CA$25.06. The latest close sits 7.28% above that 52-week low. Annualized volatility over the trailing 8 years is 19.45%. The reported beta is 0.86. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.