BMO All-Equity ETF
Data as of: March 20, 2026
| Period | Return |
|---|---|
| 1 Month | 3.12% |
| 3 Months | 4.77% |
| 6 Months | 13.52% |
| YTD | 5.16% |
| 1 Year | 21.96% |
| 3 Years | 75.73% |
| 5 Years | — |
| 10 Years | — |
| Since Inception | 74.42% |
| Period | Return |
|---|---|
| 1 Year | 21.96% |
| 2 Years | — |
| 3 Years | 20.68% |
| 5 Years | — |
| 10 Years | — |
| Since Inception | 14.55% |
Annualized returns represent the average annual return over the period.
| 2024 | 2023 |
|---|---|
| 25.03% | 16.78% |
Performance as of: 2026-02-28
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 S&P 500 Index ETF
Financials
|
ZSP |
43.54%
|
|
2
|
B
BMO S&P/TSX Capped Composite …
Financials
|
ZCN |
26.33%
|
|
3
|
B
BMO MSCI EAFE Index ETF
Financials
|
ZEA |
17.51%
|
|
4
|
B
BMO MSCI Emerging Markets Ind…
Financials
|
ZEM |
8.91%
|
|
5
|
B
BMO S&P US Mid Cap Index ETF
|
ZMID |
2.54%
|
|
6
|
B
BMO S&P US Small Cap Index ETF
|
ZSML |
1.16%
|
|
7
|
B
BMO S&P 500 Index ETF
|
ZSP |
45.19%
|
|
8
|
B
BMO S&P/TSX Capped Composite …
|
ZCN |
25.21%
|
|
9
|
B
BMO MSCI EAFE Index ETF
|
ZEA |
17.21%
|
|
10
|
B
BMO MSCI Emerging Markets Ind…
|
ZEM |
8.70%
|
|
11
|
B
BMO S&P US Mid Cap Index ETF
|
ZMID |
2.51%
|
|
12
|
B
BMO S&P US Small Cap Index ETF
|
ZSML |
1.17%
|
|
13
|
C
Cash
|
— |
0.01%
|
|
14
|
B
BMO S&P 500 Index ETF
|
ZSP |
45.23%
|
|
15
|
B
BMO S&P/TSX Capped Composite …
|
ZCN |
25.54%
|
Showing top 15 holdings