Fund Overview
BMO US Dividend Hedged to CAD ETF (ZUD.TO) is an exchange-traded fund. Total net assets stand at CA$157.27M. Annual costs run at an expense ratio of 0.3%. On a CA$10,000 position that is CA$30.00 a year. The fund is issued by BMO Asset Management Inc. It has been trading since March 19, 2013.
BMO US Dividend ETF (CAD) alone accounts for 99.84% of the portfolio.
Performance Analysis
The most recent close on file for ZUD.TO is CA$38.85, dated September 4, 2026. Over the trailing twelve months the price has returned +20.94%. Across 5 years the annualized return works out at +9.51%. The trailing distribution yield is 1.5%.
2026 is still running; the price is +16.23% year to date. Across the complete calendar years on file, 2021 returned +24.01% and 2022 returned −5.96%. Of the 7 complete calendar years on file, 5 finished higher.
Price & Risk Profile
Over the past 52 weeks the price has ranged from CA$32.09 to CA$39.28. The latest close sits 21.07% above that 52-week low. Daily returns over the trailing 8 years annualize to a volatility of 17.16%. The reported beta is 0.67. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.