BMO All-Equity ETF (ZEQT.TO)
The BMO All-Equity ETF aims for long-term capital appreciation through global equity ETF investments, with quarterly rebalancing to strategic asset allocation weights.
ETF Info
| Issuer | BMO |
|---|---|
| Inception Date | Jan 24, 2022 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Distribution Policy | Distributing |
| Home Page | www.bmogam.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
ZEQT.TO has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in BMO All-Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
BMO All-Equity ETF had a return of 24.75% year-to-date (YTD) and 31.28% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 24.75% | 25.82% |
| 1 month | 1.98% | 3.20% |
| 6 months | 12.62% | 14.94% |
| 1 year | 31.28% | 35.92% |
| 5 years (annualized) | N/A | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of ZEQT.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.63% | 4.64% | 3.26% | -1.89% | 2.41% | 2.14% | 3.52% | -0.23% | 2.86% | 0.84% | 24.75% | ||
| 2023 | 5.82% | -0.89% | 1.36% | 2.05% | -1.93% | 3.23% | 2.64% | -0.32% | -3.77% | -1.37% | 6.63% | 2.71% | 16.79% |
| 2022 | 1.08% | -1.43% | 2.76% | -5.08% | -1.45% | -7.36% | 5.47% | -1.13% | -4.62% | 4.87% | 5.01% | -2.53% | -5.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ZEQT.TO is 93, placing it in the top 7% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BMO All-Equity ETF (ZEQT.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BMO All-Equity ETF provided a 1.73% dividend yield over the last twelve months, with an annual payout of CA$0.90 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | CA$0.90 | CA$0.90 | CA$0.90 |
Dividend yield | 1.73% | 2.13% | 2.43% |
Monthly Dividends
The table displays the monthly dividend distributions for BMO All-Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.66 | |
| 2023 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.24 | CA$0.90 |
| 2022 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.24 | CA$0.90 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the BMO All-Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BMO All-Equity ETF was 16.15%, occurring on Jun 16, 2022. Recovery took 268 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.15% | Feb 11, 2022 | 87 | Jun 16, 2022 | 268 | Jul 12, 2023 | 355 |
| -7.09% | Sep 5, 2023 | 38 | Oct 27, 2023 | 14 | Nov 16, 2023 | 52 |
| -6.48% | Jul 17, 2024 | 15 | Aug 7, 2024 | 27 | Sep 16, 2024 | 42 |
| -3.25% | Apr 1, 2024 | 15 | Apr 19, 2024 | 11 | May 6, 2024 | 26 |
| -3.17% | Jul 31, 2023 | 16 | Aug 22, 2023 | 8 | Sep 1, 2023 | 24 |
Volatility
Volatility Chart
The current BMO All-Equity ETF volatility is 2.97%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.