BMO Covered Call Health Care ETF (ZWHC.TO) ETF Analysis

Fund Overview

BMO Covered Call Health Care ETF (ZWHC.TO) is an exchange-traded fund. The fund is issued by BMO Asset Management Inc. The inception date on file is February 12, 2026. Total net assets stand at CA$43.69M.

Its biggest positions are UnitedHealth Group Inc (UNH), Eli Lilly and Co (LLY), and Thermo Fisher Scientific Inc (TMO). UnitedHealth Group Inc alone accounts for 6.2% of the portfolio. The ten largest positions together make up 54.61% of the fund.

Performance Analysis

ZWHC.TO last closed at CA$28.42 on September 4, 2026. Over the trailing twelve months the price has returned +14.37%. Across 3 years the annualized return works out at +6.62%. The fund distributes at a trailing yield of 6.99%.

The strongest complete calendar year on file is 2024 at +10.45%; the weakest is 2023 at +0.11%. Of the 3 complete calendar years on file, 3 finished higher. 2026 is still running; the price is +5.34% year to date.

Price & Risk Profile

Annualized volatility over the trailing 3 years is 14.01%. The reported beta is 0.95. Over the past 52 weeks the price has ranged from CA$24.89 to CA$29.59. The latest close sits 14.18% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.