Fund Overview
BMO S&P 500 Hedged to CAD Index ETF (ZUE.TO) is an exchange-traded fund. BMO Asset Management Inc is the fund family on file. It has been trading since May 29, 2009. The fund holds CA$4.77B in total net assets.
BMO S&P 500 ETF (CAD) alone accounts for 99.97% of the portfolio.
Performance Analysis
The most recent close on file for ZUE.TO is CA$103.09, dated September 4, 2026. The trailing one-year price return is +17.08%. Measured over 5 years, that is +10.85% a year compounded. The trailing distribution yield is 0.82%.
The strongest complete calendar year on file is 2019 at +29.70%; the weakest is 2022 at −19.43%. Of the 7 complete calendar years on file, 6 finished higher. So far in 2026 the price is +11.60%.
Price & Risk Profile
Over the past 52 weeks the price has ranged from CA$85.07 to CA$104.45. The latest close sits 21.18% above that 52-week low. Daily returns over the trailing 8 years annualize to a volatility of 19.68%. The reported beta is 0.94. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.