ZUT

BMO

BMO Equal Weight Utilities Index ETF

Sector - Utilities CAD
Price: $27.86
YTD: 11.94%
MER: 0.61%

Data as of: March 20, 2026

MER
0.61%
Management Fee
Yield
2.97%
Distribution Yield
Price
$27.86
Current Price
Holdings
13
Total Securities
Inception
Jan 2010
Fund Launch

Fund Details

Provider BMO
Category Sector - Utilities
AUM $828,600,439
Exchange TSX
Currency CAD
Distribution Frequency Monthly
Last Distribution
Domicile Canada
Benchmark Solactive Equal Weight Canada Utilities Index

Asset Allocation

100%
Stocks 100%

Cumulative Returns

Period Return
1 Month 9.17%
3 Months 9.36%
6 Months 17.22%
YTD 11.94%
1 Year 28.55%
3 Years 45.04%
5 Years 41.50%
10 Years 189.27%
Since Inception 274.41%

Annualized Returns

Period Return
1 Year 28.55%
2 Years
3 Years 13.20%
5 Years 7.19%
10 Years 11.21%
Since Inception 8.54%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
14.15% -5.35% -8.66% 5.56% 28.23% 35.79% -7.92% 8.46% 20.53% -1.36%

Performance as of: 2026-02-28

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
A
Atco Ltd.
UTILITIES
ACO/X
8.84%
2
B
BROOKFIELD INFRASTRUCTURE PAR…
UTILITIES
BIP-U
8.36%
3
C
Canadian Utilities Limited
UTILITIES
CU
8.32%
4
B
Brookfield Renewable Partners…
UTILITIES
BEP-U
8.25%
5
A
Algonquin Power & Utilities C…
UTILITIES
AQN
8.21%
6
H
Hydro One Limited
UTILITIES
H
7.93%
7
F
Fortis Inc.
UTILITIES
FTS
7.65%
8
A
Altagas Ltd.
UTILITIES
ALA
7.40%
9
E
Emera Incorporated
UTILITIES
EMA
7.30%
10
T
TransAlta Corporation
UTILITIES
TA
7.14%
11
C
Capital Power Corporation
UTILITIES
CPX
7.14%
12
B
Boralex Inc.
UTILITIES
BLX
6.83%
13
N
Northland Power Inc.
UTILITIES
NPI
6.41%
14
C
Cash
0.23%
15
A
Atco Ltd.
UTILITIES
ACO/X
8.78%

Showing top 15 holdings

Sector Allocation

1
Utilities 100.0%