BMO Equal Weight Utilities Index ETF (ZUT.TO) ETF Analysis

Fund Overview

BMO Equal Weight Utilities Index ETF (ZUT.TO) is an exchange-traded fund. BMO Asset Management Inc is the fund family on file. The inception date on file is January 19, 2010. Total net assets stand at CA$852.96M.

Its biggest positions are Boralex Inc Class A (B3H.F), AltaGas Ltd (ALA.TO), and Atco Ltd Ordinary Shares - Class I (ACO-X.TO). Boralex Inc Class A alone accounts for 9.53% of the portfolio. The ten largest positions together make up 79.03% of the fund.

Performance Analysis

The most recent close on file for ZUT.TO is CA$28.15, dated September 4, 2026. Over the trailing twelve months the price has returned +17.67%. Across 5 years the annualized return works out at +5.19%. The fund distributes at a trailing yield of 2.73%.

The strongest complete calendar year on file is 2019 at +35.59%; the weakest is 2022 at −8.69%. Of the 7 complete calendar years on file, 5 finished higher. 2026 is still running; the price is +13.95% year to date.

Price & Risk Profile

Over the past 52 weeks the price has ranged from CA$24.08 to CA$31.10. The latest close sits 16.9% above that 52-week low. Daily returns over the trailing 8 years annualize to a volatility of 18.05%. Beta against the wider market is reported at 0.49. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.