BMO MSCI USA High Quality Index ETF (ZUQ.TO) ETF Analysis

Fund Overview

BMO MSCI USA High Quality Index ETF (ZUQ.TO) is an exchange-traded fund. BMO Asset Management Inc is the fund family on file. The inception date on file is July 16, 2020.

Its biggest positions are Eli Lilly and Co (LLY), Microsoft Corp (MSFT), and Apple Inc (AAPL). Eli Lilly and Co alone accounts for 5.46% of the portfolio. The ten largest positions together make up 41.13% of the fund.

Performance Analysis

The most recent close on file for ZUQ.TO is CA$109.89, dated September 4, 2026. Over the trailing twelve months the price has returned +14.61%. Measured over 5 years, that is +12.83% a year compounded. The fund distributes at a trailing yield of 0.44%.

Across the complete calendar years on file, 2024 returned +34.02% and 2022 returned −18.33%. Of the 7 complete calendar years on file, 6 finished higher. So far in 2026 the price is +13.08%.

Price & Risk Profile

Daily returns over the trailing 8 years annualize to a volatility of 18.74%. The reported beta is 0.91. Over the past 52 weeks the price has ranged from CA$91.75 to CA$113.37. The latest close sits 19.77% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.