ETF Comparison

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ZCON BMO

BMO Conservative ETF

Asset Allocation
MER
0.18%
Yield
1.45%
Price
$13.29
Holdings
3,337
AUM
$105.9M
Inception
Feb 2019
Asset Allocation
40%
60%
Stocks 40% Bonds 60%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
ZCON 2.81% 2.21% 4.66% 5.52% 13.87% 11.02% 5.88% 6.62% (Feb 2019)
As of: 2026-05-31
3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
ZCON 9.68% 11.38% 10.29% -11.36% 5.87% 9.76%
As of: 2026-05-31

Growth of $10,000

Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

Top 10 Holdings

Latest reported top holdings for each ETF

ZCON BMO Conservative ETF

# Holding Weight
1 Canadian Government Bond . 0.50% 12/01/2030 28.3%
2 BMO US Aggregate Bond Index ETF 17.22%
3 NVIDIA Corporation 1.52%
4 Apple Inc. 1.35%
5 Microsoft Corporation 0.99%
6 Sun Life Financial Inc 2.06% 10/01/2030 0.82%
7 Amazon.com, Inc. 0.78%
8 Royal Bank of Canada 0.74%
9 Alphabet Inc. Cl A 0.65%
10 Broadcom Inc. 0.63%
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