BMO Conservative ETF
Data as of: May 4, 2026
| Period | Return |
|---|---|
| 1 Month | 2.51% |
| 3 Months | 1.60% |
| 6 Months | 2.32% |
| YTD | 2.64% |
| 1 Year | 12.85% |
| 3 Years | 30.78% |
| 5 Years | 30.22% |
| 10 Years | — |
| Since Inception | 55.24% |
| Period | Return |
|---|---|
| 1 Year | 12.85% |
| 2 Years | — |
| 3 Years | 9.36% |
| 5 Years | 5.42% |
| 10 Years | — |
| Since Inception | 6.29% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| 9.68% | 11.38% | 10.29% | -11.36% | 5.87% | 9.76% |
Performance as of: 2026-04-30
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.
| # | Name | Ticker | Weight |
|---|---|---|---|
|
1
|
B
BMO Discount Bond Index ETF
Financials
|
ZDB |
41.52%
|
|
2
|
B
BMO S&P 500 Index ETF
Financials
|
ZSP |
18.53%
|
|
3
|
B
BMO US Aggregate Bond Index E…
|
ZUAG/F |
17.78%
|
|
4
|
B
BMO S&P/TSX Capped Composite …
Financials
|
ZCN |
9.82%
|
|
5
|
B
BMO MSCI EAFE Index ETF
Financials
|
ZEA |
6.89%
|
|
6
|
B
BMO MSCI Emerging Markets Ind…
Financials
|
ZEM |
3.83%
|
|
7
|
B
BMO S&P US Mid Cap Index ETF
|
ZMID |
1.05%
|
|
8
|
B
BMO S&P US Small Cap Index ETF
|
ZSML |
0.50%
|
|
9
|
C
Cash
|
— |
0.08%
|
|
10
|
B
BMO Discount Bond Index ETF
Financials
|
ZDB |
42.90%
|
|
11
|
B
BMO US Aggregate Bond Index E…
|
ZUAG/F |
18.37%
|
|
12
|
B
BMO S&P 500 Index ETF
Financials
|
ZSP |
17.29%
|
|
13
|
B
BMO S&P/TSX Capped Composite …
Financials
|
ZCN |
9.69%
|
|
14
|
B
BMO MSCI EAFE Index ETF
Financials
|
ZEA |
6.81%
|
|
15
|
B
BMO MSCI Emerging Markets Ind…
Financials
|
ZEM |
3.50%
|
Showing top 15 holdings