BMO Global REIT Fund Active ETF Series (BGRT.NEO) belongs to the REIT category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with BGRT.NEO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGRT.NEO
BGRT.NEO charges 1.01% annually. There are 7 ETFs in the REIT category with lower expense ratios, going as low as 0.30%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Equal Weight Canadian REITs Index Corpora... | 0.30% | 49.95M | Jan 2019 | BGRT.NEO vs HCRE.TO | |
| Vanguard FTSE Canadian Capped REIT Index ETF | 0.30% | 279.39M | Nov 2012 | BGRT.NEO vs VRE.TO | |
| BMO Equal Weight REITs Index ETF | 0.61% | 628.51M | May 2010 | BGRT.NEO vs ZRE.TO | |
| iShares S&P/TSX Capped REIT Index ETF | 0.61% | 1.15B | Oct 2002 | BGRT.NEO vs XRE.TO | |
| iShares Global Real Estate Index ETF | 0.72% | 280.94M | Aug 2008 | BGRT.NEO vs CGR.TO |
Best Risk-Adjusted Alternatives to BGRT.NEO
BGRT.NEO has a PortfoliosLab risk / return rank of 30. There are 5 ETFs in the REIT category with higher risk-adjusted ranks, going as high as 42.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Middlefield Real Estate Dividend ETF | 42 | 145.38M | Apr 2011 | BGRT.NEO vs MREL.TO | |
| Global X Equal Weight Canadian REITs Index Corpora... | 31 | 49.95M | Jan 2019 | BGRT.NEO vs HCRE.TO | |
| iShares S&P/TSX Capped REIT Index ETF | 31 | 1.15B | Oct 2002 | BGRT.NEO vs XRE.TO | |
| CI Canadian REIT ETF | 31 | 424.68M | Nov 2004 | BGRT.NEO vs RIT.TO | |
| BMO Equal Weight REITs Index ETF | 31 | 628.51M | May 2010 | BGRT.NEO vs ZRE.TO |
Top Performing BGRT.NEO Alternatives (YTD)
BGRT.NEO is at 6.70% YTD. There are 6 ETFs in the REIT category with higher YTD returns, going as high as 10.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P/TSX Capped REIT Index ETF | 10.05% | 1.15B | Oct 2002 | BGRT.NEO vs XRE.TO | |
| BMO Equal Weight REITs Index ETF | 9.53% | 628.51M | May 2010 | BGRT.NEO vs ZRE.TO | |
| Global X Equal Weight Canadian REITs Index Corpora... | 9.39% | 49.95M | Jan 2019 | BGRT.NEO vs HCRE.TO | |
| iShares Global Real Estate Index ETF | 9.33% | 280.94M | Aug 2008 | BGRT.NEO vs CGR.TO | |
| Middlefield Real Estate Dividend ETF | 9.22% | 145.38M | Apr 2011 | BGRT.NEO vs MREL.TO |
Lowest Volatility Alternatives to BGRT.NEO
BGRT.NEO has 9.72% 1-year volatility. No ETFs in the REIT category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 10.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CI Canadian REIT ETF | 10.53% | 424.68M | Nov 2004 | BGRT.NEO vs RIT.TO | |
| BMO Equal Weight REITs Index ETF | 11.08% | 628.51M | May 2010 | BGRT.NEO vs ZRE.TO | |
| iShares S&P/TSX Capped REIT Index ETF | 11.66% | 1.15B | Oct 2002 | BGRT.NEO vs XRE.TO | |
| Global X Equal Weight Canadian REITs Index Corpora... | 11.95% | 49.95M | Jan 2019 | BGRT.NEO vs HCRE.TO | |
| iShares Global Real Estate Index ETF | 12.57% | 280.94M | Aug 2008 | BGRT.NEO vs CGR.TO |
Lowest Drawdown Alternatives to BGRT.NEO
BGRT.NEO has a 1-year max drawdown of -6.17%. No ETFs in the REIT category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -7.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BMO Equal Weight REITs Index ETF | -7.07% | 628.51M | May 2010 | BGRT.NEO vs ZRE.TO | |
| CI Canadian REIT ETF | -7.21% | 424.68M | Nov 2004 | BGRT.NEO vs RIT.TO | |
| iShares S&P/TSX Capped REIT Index ETF | -7.51% | 1.15B | Oct 2002 | BGRT.NEO vs XRE.TO | |
| Middlefield Real Estate Dividend ETF | -7.59% | 145.38M | Apr 2011 | BGRT.NEO vs MREL.TO | |
| Global X Equal Weight Canadian REITs Index Corpora... | -7.76% | 49.95M | Jan 2019 | BGRT.NEO vs HCRE.TO |
Other ETFs from BMO
The 10 most viewed BMO ETFs shown here include ZMMK.TO, ZSP.TO, ZEQT.TO and span 7 categories. AUM among these funds goes as high as $24B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BMO Money Market Fund ETF Series | Money Market | 100 | 0.99% | 5.70B | Nov 2021 | BGRT.NEO vs ZMMK.TO | |
| BMO S&P 500 Index ETF | S&P 500 | 77 | 12.66% | 23.82B | Nov 2012 | BGRT.NEO vs ZSP.TO | |
| BMO All-Equity ETF | Global Equities | 80 | 13.63% | 789.04M | Jan 2022 | BGRT.NEO vs ZEQT.TO | |
| BMO Equal Weight Banks Index ETF | Financials Equities | 96 | 21.18% | 5.16B | Oct 2009 | BGRT.NEO vs ZEB.TO | |
| BMO S&P/TSX Capped Composite Index ETF | Canada Equities | 85 | 12.08% | 16.67B | May 2009 | BGRT.NEO vs ZCN.TO | |
| BMO NASDAQ 100 Equity (CAD Hedged) | Nasdaq-100 | 68 | 19.23% | 3.25B | Jan 2010 | BGRT.NEO vs ZQQ.TO | |
| BMO NASDAQ 100 Equity Index ETF | Nasdaq-100 | 75 | 22.24% | 2.28B | Feb 2019 | BGRT.NEO vs ZNQ.TO | |
| BMO Low Volatility Canadian Equity ETF | Canada Equities | 62 | 4.04% | 6.10B | Oct 2011 | BGRT.NEO vs ZLB.TO | |
| BMO Aggregate Bond Index ETF | Canadian Government Bonds | 21 | 1.70% | 12.80B | Jan 2010 | BGRT.NEO vs ZAG.TO | |
| BMO Canadian Dividend ETF | Canada Equities | 89 | 19.98% | 1.72B | Oct 2011 | BGRT.NEO vs ZDV.TO |
Often Compared With BGRT.NEO
Investors most often compare BGRT.NEO with ZUQ.TO, HGR.TO, RMAX.TO. These 3 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BMO MSCI USA High Quality Index ETF | Large Cap Blend Equities | 44 | 10.45% | 1.24B | Nov 2014 | BGRT.NEO vs ZUQ.TO | |
| Harvest Global REIT Leaders Income ETF | REIT, Derivative Income | 12 | 6.32% | 32.92M | Jun 2017 | BGRT.NEO vs HGR.TO | |
| Hamilton REITs YIELD MAXIMIZER ETF | REIT | 29 | 8.31% | 146.00M | — | BGRT.NEO vs RMAX.TO |
Compare BGRT.NEO with Any Fund or Stock
Compare BGRT.NEO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGRT.NEO with funds that move differently
BMO Global REIT Fund Active ETF Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGRT.NEO.
Explore BGRT.NEO Diversifiers