BMO Covered Call Technology ETF (ZWT.TO) ETF Analysis

Fund Overview

BMO Covered Call Technology ETF (ZWT.TO) is an exchange-traded fund. Total net assets stand at CA$204.71M. The fund is issued by BMO Asset Management Inc. It has been trading since February 12, 2026.

Its biggest positions are Microsoft Corp (MSFT), Amazon.com Inc (AMZN), and Apple Inc (AAPL). Microsoft Corp alone accounts for 9.52% of the portfolio. The ten largest positions together make up 71.56% of the fund.

Performance Analysis

The most recent close on file for ZWT.TO is CA$66.30, dated September 4, 2026. The trailing one-year price return is +24.94%. Across 5 years the annualized return works out at +19.05%. The fund distributes at a trailing yield of 5%.

Across the complete calendar years on file, 2023 returned +65.75% and 2022 returned −31.60%. Of the 5 complete calendar years on file, 4 finished higher. 2026 is still running; the price is +16.28% year to date.

Price & Risk Profile

The 52-week range on file runs from CA$51.56 to CA$70.00. The latest close sits 28.59% above that 52-week low. Daily returns over the trailing 5 years annualize to a volatility of 23.96%. The reported beta is 1.5. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.