ZSML BMO BMO S&P US Small Cap Index ETF

US Equity CAD
Price: $54.08
YTD: 27.84%
MER: 0.22%

Data as of: Aug. 3, 2026

MER
0.22%
Management Fee
Yield
1.01%
Distribution Yield
Price
$54.08
Current Price
Holdings
614
Total Securities
Inception
Feb 2020
Fund Launch

About ZSML

ZSML (BMO S&P US Small Cap Index ETF) is an US Equity ETF from BMO, listed on the TSX. It holds 100% stocks and tracks the S&P SmallCap 600® Index CAD. The fund has a management expense ratio (MER) of 0.22% and quarterly distributions.

Fund Details

Provider BMO
Category US Equity
AUM $194.5M
Exchange TSX
Currency CAD
Distribution Frequency Quarterly
Last Distribution
Domicile Canada
Benchmark S&P SmallCap 600® Index CAD

Asset Allocation

100%
Stocks 100%

Cumulative Returns

Period Return
1 Month 10.33%
3 Months 21.90%
6 Months 27.84%
YTD 27.84%
1 Year 42.64%
3 Years 54.91%
5 Years 53.03%
10 Years
Since Inception 97.29%

Annualized Returns

Period Return
1 Year 42.64%
2 Years
3 Years 18.26%
5 Years 9.81%
10 Years
Since Inception 11.75%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2025 2024 2023 2022 2021
0.83% 17.38% 13.02% -10.61% 25.28%

Performance as of: 2026-06-30

Growth of $10,000

Compare with other ETFs
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 Holdings

Latest data
# Name Ticker Weight
1
C
Corcept Therapeutics Incorpor…
Healthcare
CORT
0.61%
2
V
Viasat, Inc.
Technology
VSAT
0.58%
3
G
Glaukos Corporation
Healthcare
GKOS
0.55%
4
B
Brinker International, Inc.
Consumer Discretionary
EAT
0.52%
5
M
Match Group, Inc.
Communication Services
MTCH
0.51%
6
J
Jackson Financial Inc.
Financials
JXN
0.48%
7
R
Ryman Hospitality Properties,…
Real Estate
RHP
0.47%
8
E
Element Solutions Inc
Materials
ESI
0.47%
9
A
Alkermes plc
Healthcare
ALKS
0.46%
10
P
Protagonist Therapeutics, Inc.
Healthcare
PTGX
0.46%
11
F
FormFactor, Inc.
Technology
FORM
0.46%
12
A
Argan, Inc.
Industrials
AGX
0.45%
13
S
StoneX Group Inc.
Financials
SNEX
0.45%
14
E
ESCO Technologies Inc.
Industrials
ESE
0.45%
15
E
Eastman Chemical Company
Materials
EMN
0.45%

Showing top 15 holdings

Sector Allocation

1
Financials 19.3%
2
Industrials 17.9%
3
Consumer Discretionary 14.1%
4
Information Technology 12.4%
5
Health Care 10.7%
6
Real Estate 6.7%
7
Energy 5.7%
8
Materials 4.1%
9
Consumer Staples 3.6%
10
Communication Services 3.5%