ZESG.TO Alternatives & Similar ETFs

BMO Balanced ESG ETF (ZESG.TO) belongs to the Diversified Portfolio category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with ZESG.TO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ZESG.TO

ZESG.TO charges 0.18% annually. There are 2 ETFs in the Diversified Portfolio category with lower expense ratios, going as low as 0.15%.

Symbol	Name	Expense Ratio	AUM	Inception
TGRO.TO	TD Growth ETF Portfolio	0.15%	—	Aug 2020	ZESG.TO vs TGRO.TO
ZCON.TO	BMO Conservative ETF	0.15%	101.45M	Feb 2019	ZESG.TO vs ZCON.TO
ZMI.TO	BMO Monthly Income ETF	0.18%	234.41M	Jan 2011	ZESG.TO vs ZMI.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	0.20%	122.26M	Aug 2019	ZESG.TO vs XINC.TO
XCNS.TO	iShares Core Conservative Balanced ETF Portfolio	0.20%	398.47M	Aug 2019	ZESG.TO vs XCNS.TO

Best Risk-Adjusted Alternatives to ZESG.TO

ZESG.TO has a PortfoliosLab risk / return rank of 63. There are 17 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
GRO.TO	Franklin Growth ETF Portfolio	90	—	Feb 2019	ZESG.TO vs GRO.TO
CEQT.TO	CI Equity Asset Allocation ETF	90	—	May 2023	ZESG.TO vs CEQT.TO
XTR.TO	iShares Diversified Monthly Income ETF	85	373.65M	Dec 2005	ZESG.TO vs XTR.TO
MGRW.TO	Mackenzie Growth Allocation ETF	83	—	Sep 2020	ZESG.TO vs MGRW.TO
TGRO.TO	TD Growth ETF Portfolio	77	—	Aug 2020	ZESG.TO vs TGRO.TO

Top Performing ZESG.TO Alternatives (YTD)

ZESG.TO is at 5.54% YTD. There are 21 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 13.14%.

Symbol	Name	YTD Return	AUM	Inception
CEQT.TO	CI Equity Asset Allocation ETF	13.14%	—	May 2023	ZESG.TO vs CEQT.TO
GGRO.TO	iShares ESG Growth ETF Portfolio	11.53%	251.75M	Sep 2020	ZESG.TO vs GGRO.TO
XGRO.TO	iShares Core Growth ETF Portfolio	10.38%	4.82B	Jun 2007	ZESG.TO vs XGRO.TO
VGRO.TO	Vanguard Growth ETF Portfolio	10.34%	10.14B	Jan 2018	ZESG.TO vs VGRO.TO
FEQT.NEO	Fidelity All-in-One Equity ETF Fund	10.30%	—	Jan 2022	ZESG.TO vs FEQT.NEO

Lowest Volatility Alternatives to ZESG.TO

ZESG.TO has 7.85% 1-year volatility. There are 12 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.00%.

Symbol	Name	Volatility 1Y	AUM	Inception
CSBG.NEO	CIBC Sustainable Balanced Growth Solution ETF	0.00%	—	Jun 2021	ZESG.TO vs CSBG.NEO
PYF.TO	Purpose Premium Yield Fund Series ETF	3.20%	708.70M	Nov 2018	ZESG.TO vs PYF.TO
XTR.TO	iShares Diversified Monthly Income ETF	4.59%	373.65M	Dec 2005	ZESG.TO vs XTR.TO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	4.70%	254.60M	Jan 2019	ZESG.TO vs VCIP.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	4.93%	122.26M	Aug 2019	ZESG.TO vs XINC.TO

Lowest Drawdown Alternatives to ZESG.TO

ZESG.TO has a 1-year max drawdown of -6.09%. There are 17 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as 0.00%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
CSBG.NEO	CIBC Sustainable Balanced Growth Solution ETF	0.00%	—	Jun 2021	ZESG.TO vs CSBG.NEO
PYF.TO	Purpose Premium Yield Fund Series ETF	-2.11%	708.70M	Nov 2018	ZESG.TO vs PYF.TO
XTR.TO	iShares Diversified Monthly Income ETF	-3.29%	373.65M	Dec 2005	ZESG.TO vs XTR.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	-3.65%	122.26M	Aug 2019	ZESG.TO vs XINC.TO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	-3.80%	254.60M	Jan 2019	ZESG.TO vs VCIP.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
ZMMK.TO	BMO Money Market Fund ETF Series	Money Market	100	0.95%	5.70B	Nov 2021	ZESG.TO vs ZMMK.TO
ZSP.TO	BMO S&P 500 Index ETF	S&P 500	72	12.15%	23.82B	Nov 2012	ZESG.TO vs ZSP.TO
ZEQT.TO	BMO All-Equity ETF	Global Equities	75	13.04%	789.04M	Jan 2022	ZESG.TO vs ZEQT.TO
ZEB.TO	BMO Equal Weight Banks Index ETF	Financials Equities	96	19.22%	5.16B	Oct 2009	ZESG.TO vs ZEB.TO
ZCN.TO	BMO S&P/TSX Capped Composite Index ETF	Canada Equities	80	10.70%	16.67B	May 2009	ZESG.TO vs ZCN.TO
ZQQ.TO	BMO NASDAQ 100 Equity (CAD Hedged)	Nasdaq-100	67	19.82%	3.25B	Jan 2010	ZESG.TO vs ZQQ.TO
ZNQ.TO	BMO NASDAQ 100 Equity Index ETF	Nasdaq-100	74	22.76%	2.28B	Feb 2019	ZESG.TO vs ZNQ.TO
ZLB.TO	BMO Low Volatility Canadian Equity ETF	Canada Equities	54	3.14%	6.10B	Oct 2011	ZESG.TO vs ZLB.TO
ZAG.TO	BMO Aggregate Bond Index ETF	Canadian Government Bonds	21	1.70%	12.80B	Jan 2010	ZESG.TO vs ZAG.TO
ZDV.TO	BMO Canadian Dividend ETF	Canada Equities	85	18.56%	1.72B	Oct 2011	ZESG.TO vs ZDV.TO

Often Compared With ZESG.TO

Investors most often compare ZESG.TO with HBAL.TO, TCON.TO, VBAL.TO. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HBAL.TO	Global X Balanced Asset Allocation ETF	Diversified Portfolio	77	8.04%	178.67M	Aug 2018	ZESG.TO vs HBAL.TO
TCON.TO	TD Conservative ETF Portfolio	Diversified Portfolio	63	5.47%	—	Aug 2020	ZESG.TO vs TCON.TO
VBAL.TO	Vanguard Balanced ETF Portfolio	Diversified Portfolio	68	8.13%	5.44B	Jan 2018	ZESG.TO vs VBAL.TO
XBAL.TO	iShares Core Balanced ETF Portfolio	Diversified Portfolio	61	7.81%	3.20B	Jun 2007	ZESG.TO vs XBAL.TO
MIX.TO	Hamilton Enhanced Mixed Asset ETF	Diversified Portfolio	63	8.17%	—	Apr 2025	ZESG.TO vs MIX.TO
VRIF.TO	Vanguard Retirement Income ETF Portfolio	Diversified Portfolio	66	4.88%	357.83M	Sep 2020	ZESG.TO vs VRIF.TO
CEQP.TO	CI Equity+ Asset Allocation ETF	Diversified Portfolio	—	—	—	Jan 2026	ZESG.TO vs CEQP.TO
FBAL.NEO	Fidelity All-in-One Balanced ETF	Diversified Portfolio	63	6.89%	8.37B	Jan 2021	ZESG.TO vs FBAL.NEO
GCNS.TO	iShares ESG Conservative Balanced ETF Portfolio	Diversified Portfolio	52	6.84%	75.91M	Sep 2020	ZESG.TO vs GCNS.TO
FGRO.NEO	Fidelity All-in-One Growth ETF	Diversified Portfolio	65	8.81%	4.36B	Jan 2021	ZESG.TO vs FGRO.NEO
VCNS.TO	Vanguard Conservative ETF Portfolio	Diversified Portfolio	56	5.71%	893.34M	Jan 2018	ZESG.TO vs VCNS.TO
GBAL.TO	iShares ESG Balanced ETF Portfolio	Diversified Portfolio	58	9.21%	253.48M	Sep 2020	ZESG.TO vs GBAL.TO
ZUQ.TO	BMO MSCI USA High Quality Index ETF	Large Cap Blend Equities	41	9.39%	1.24B	Nov 2014	ZESG.TO vs ZUQ.TO
BMAX.TO	Brompton Enhanced Multi-Asset Income ETF	Diversified Portfolio	59	9.27%	65.40M	—	ZESG.TO vs BMAX.TO

Compare ZESG.TO with Any Fund or Stock

Compare ZESG.TO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair ZESG.TO with funds that move differently

BMO Balanced ESG ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ZESG.TO.

Explore ZESG.TO Diversifiers

BMO Balanced ESG ETF (ZESG.TO) Alternatives