ETF Comparison

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FCCM Fidelity

Fidelity Canadian Momentum ETF

Canadian Equity
MER
0.38%
Yield
Price
$20.76
Holdings
63
AUM
$1.2B
Inception
Jun 2020
ZLB BMO

BMO Low Volatility Canadian Equity ETF

Canadian Equity
MER
0.39%
Yield
1.80%
Price
$62.17
Holdings
52
AUM
$6.3B
Inception
Oct 2011
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
FCCM 1.57% 2.71% 9.94% 11.52% 38.80% 28.26% 18.33% 17.10% (Jun 2020)
ZLB 3.16% 5.63% 7.17% 7.17% 17.96% 16.55% 12.51% 11.14% 12.86% (Oct 2011)
3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
FCCM 43.11% 26.86% 10.95% -4.02% 14.24%
ZLB 25.26% 15.34% 9.39% -0.37% 22.88% 1.62%

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.

FCCM — Mix

Geographic Allocation
Canada 99.9%
Sector Allocation
Financials 42.1%
Energy 20.3%
Materials 20.2%
Utilities 7.6%
Health Care 4.7%
Industrials 3.8%
Information Technology 0.9%
Multi Sector 0.3%

ZLB — Mix

Sector Allocation
Financials 26.7%
Utilities 17.6%
Consumer Staples 16.9%
Industrials 10.0%
Communication Services 8.6%
Materials 7.8%
Consumer Discretionary 5.3%
Real Estate 4.1%

Top 10 Holdings

Latest reported top holdings for each ETF

FCCM Fidelity Canadian Momentum ETF

# Holding Weight
1 ROYAL BANK OF CANADA 8.62%
2 TORONTO-DOMINION BANK 5.98%
3 ENBRIDGE INC 4.33%
4 BANK OF MONTREAL 3.87%
5 CANADIAN NATL RESOURCES LTD 3.68%
6 CANADIAN IMP BK OF COMMERCE 3.38%
7 BANK OF NOVA SCOTIA 3.35%
8 SUNCOR ENERGY INC 3.13%
9 AGNICO EAGLE MINES LTD 3.05%
10 TC ENERGY CORP 2.92%

ZLB BMO Low Volatility Canadian Equity ETF

# Holding Weight
1 Great-West Lifeco Inc. 4.44%
2 Fortis Inc. 4.35%
3 Hydro One Limited 4.01%
4 Loblaw Companies Limited 4.0%
5 Quebecor Inc. 3.95%
6 Emera Incorporated 3.68%
7 Empire Company Limited 3.64%
8 Intact Financial Corporation 3.31%
9 Metro Inc. 3.26%
10 Canadian Utilities Limited 3.17%
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