ZUAG

BMO

BMO US Aggregate Bond Index ETF

Fixed Income (US) CAD
Price: $31.46
YTD: -0.84%
MER: 0.09%

Data as of: May 4, 2026

MER
0.09%
Management Fee
Yield
2.75%
Distribution Yield
Price
$31.46
Current Price
Holdings
4,855
Total Securities
Inception
Jan 2023
Fund Launch

Fund Details

Provider BMO
Category Fixed Income (US)
AUM $6,450,814
Exchange TSX
Currency CAD
Distribution Frequency Monthly
Last Distribution
Domicile Canada
Benchmark Bloomberg U.S. Aggregate Bond Index CAD

Asset Allocation

100%
Bonds 100%

Cumulative Returns

Period Return
1 Month -2.18%
3 Months -0.22%
6 Months -2.61%
YTD -0.84%
1 Year 2.55%
3 Years 10.54%
5 Years
10 Years
Since Inception 12.83%

Annualized Returns

Period Return
1 Year 2.55%
2 Years
3 Years 3.40%
5 Years
10 Years
Since Inception 3.76%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2025 2024
2.25% 9.62%

Performance as of: 2026-04-30

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
I
iShares MBS ETF
MBB
25.23%
2
C
Cash
1.90%
3
U
United States Department of T…
GOVERNMENT BONDS
0.39%
4
U
United States Department of T…
GOVERNMENT BONDS
0.39%
5
U
United States Department of T…
GOVERNMENT BONDS
0.39%
6
U
United States Department of T…
GOVERNMENT BONDS
0.39%
7
U
United States Department of T…
GOVERNMENT BONDS
0.38%
8
U
US TREASURY N/B 4.00% 11/15/2…
Communication Services
0.38%
9
U
United States Department of T…
GOVERNMENT BONDS
0.38%
10
U
United States Department of T…
GOVERNMENT BONDS
0.37%
11
U
United States Department of T…
GOVERNMENT BONDS
0.36%
12
U
United States Department of T…
GOVERNMENT BONDS
0.36%
13
U
United States Department of T…
GOVERNMENT BONDS
0.35%
14
U
United States Department of T…
GOVERNMENT BONDS
0.34%
15
U
United States Department of T…
GOVERNMENT BONDS
0.32%

Showing top 15 holdings