BMO S&P 500 Index ETF
Data as of: March 20, 2026
| Period | Return |
|---|---|
| 1 Month | -0.64% |
| 3 Months | -1.75% |
| 6 Months | 6.24% |
| YTD | -0.03% |
| 1 Year | 10.00% |
| 3 Years | 78.93% |
| 5 Years | 104.86% |
| 10 Years | 311.02% |
| Since Inception | 732.97% |
| Period | Return |
|---|---|
| 1 Year | 10.00% |
| 2 Years | — |
| 3 Years | 21.40% |
| 5 Years | 15.42% |
| 10 Years | 15.18% |
| Since Inception | 17.29% |
Annualized returns represent the average annual return over the period.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 35.25% | 23.08% | -12.63% | 27.54% | 15.67% | 24.53% | 3.44% | 13.58% | 8.19% | 20.21% |
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
|
N
NVIDIA Corporation
INFORMATION TECHNOLOGY
|
NVDA |
7.32%
|
|
2
|
A
Apple Inc.
INFORMATION TECHNOLOGY
|
AAPL |
6.64%
|
|
3
|
M
Microsoft Corporation
INFORMATION TECHNOLOGY
|
MSFT |
4.97%
|
|
4
|
A
Amazon.com, Inc.
CONSUMER DISCRETIONARY
|
AMZN |
3.48%
|
|
5
|
A
Alphabet Inc. Cl A
COMMUNICATION SERVICES
|
GOOGL |
3.09%
|
|
6
|
B
Broadcom Inc.
INFORMATION TECHNOLOGY
|
AVGO |
2.57%
|
|
7
|
A
Alphabet Inc. Cap Stk Cl C
COMMUNICATION SERVICES
|
GOOG |
2.46%
|
|
8
|
M
Meta Platforms, Inc.
COMMUNICATION SERVICES
|
META |
2.39%
|
|
9
|
T
Tesla, Inc.
CONSUMER DISCRETIONARY
|
TSLA |
1.92%
|
|
10
|
B
Berkshire Hathaway Inc.
FINANCIALS
|
BRK/B |
1.57%
|
|
11
|
E
Eli Lilly and Company
HEALTH CARE
|
LLY |
1.42%
|
|
12
|
J
JPMorgan Chase & Co.
FINANCIALS
|
JPM |
1.39%
|
|
13
|
E
Exxon Mobil Corporation
ENERGY
|
XOM |
1.09%
|
|
14
|
J
Johnson & Johnson
HEALTH CARE
|
JNJ |
1.02%
|
|
15
|
W
Walmart Inc.
CONSUMER STAPLES
|
WMT |
0.95%
|
Showing top 15 holdings