ETF Comparison

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VEQT Vanguard

Vanguard All-Equity ETF Portfolio

Asset Allocation
MER
0.24%
Yield
1.33%
Price
$58.12
Holdings
11,158
AUM
$13.4B
Inception
Jan 2019
Asset Allocation
100%
Stocks 100%
ZEQT BMO

BMO All-Equity ETF

Asset Allocation
MER
0.18%
Yield
1.30%
Price
$22.19
Holdings
3,151
AUM
$736.3M
Inception
Jan 2022
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
VEQT 6.03% 4.77% 6.70% 32.42% 20.10% 13.25% 13.86% (Jan 2019)
ZEQT 6.27% 4.56% 7.09% 6.63% 31.90% 19.85% 14.31% (Jan 2022)
3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
VEQT 20.37% 25.00% 16.71% -10.78% 19.59% 11.29%
ZEQT 19.89% 25.03% 16.78%

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.

VEQT — Mix

Geographic Allocation
United States 44.9%
United States 44.5%
Canada 30.7%
Canada 30.4%
Japan 4.1%
Japan 4.1%
United Kingdom 2.4%
United Kingdom 2.4%
Sector Allocation
Technology 22.0%
Financials 20.1%
Industrials 12.0%
Consumer Discretionary 10.2%
Energy 8.8%
Basic Materials 8.6%
Health Care 6.3%
Utilities 3.6%

ZEQT — Mix

Sector Allocation
Information Technology 23.8%
Financials 20.3%
Industrials 11.4%
Consumer Discretionary 8.1%
Energy 7.3%
Materials 7.0%
Communication Services 6.8%
Health Care 6.0%

Top 10 Holdings

Latest reported top holdings for each ETF

VEQT Vanguard All-Equity ETF Portfolio

# Holding Weight
1 NVIDIA Corp 2.78%
2 Apple Inc 2.58%
3 Royal Bank of Canada 2.13%
4 Microsoft Corp 1.9%
5 Toronto-Dominion Bank/The 1.48%
6 Amazon.com Inc 1.39%
7 Shopify Inc 1.37%
8 Alphabet Inc 1.16%
9 Enbridge Inc 1.11%
10 Broadcom Inc 1.01%

ZEQT BMO All-Equity ETF

# Holding Weight
1 NVIDIA Corporation 3.79%
2 Apple Inc. 2.96%
3 Microsoft Corporation 2.35%
4 Amazon.com, Inc. 1.92%
5 Royal Bank of Canada 1.71%
6 Alphabet Inc. Cl A 1.52%
7 Broadcom Inc. 1.44%
8 Taiwan Semiconductor Manufacturing Co Ltd 1.25%
9 The Toronto-Dominion Bank 1.22%
10 Alphabet Inc. Cap Stk Cl C 1.21%
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