BMO Balanced ESG ETF (ZESG.TO) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to ZESG.TO

ZESG.TO charges 0.18% annually. Among ETFs in the Diversified Portfolio category, these options have the lowest expense ratios among ZESG.TO alternatives.

Symbol	Name	Expense Ratio	Inception
ZCON.TO	BMO Conservative ETF	0.15%	Feb 12, 2019	ZESG.TO vs ZCON.TO
TGRO.TO	TD Growth ETF Portfolio	0.15%	Aug 11, 2020	ZESG.TO vs TGRO.TO
ZMI.TO	BMO Monthly Income ETF	0.18%	Jan 28, 2011	ZESG.TO vs ZMI.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	0.20%	Aug 7, 2019	ZESG.TO vs XINC.TO
XCNS.TO	iShares Core Conservative Balanced ETF Portfolio	0.20%	Aug 7, 2019	ZESG.TO vs XCNS.TO

Best Risk-Adjusted Alternatives to ZESG.TO

Among ETFs in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VRIF.TO	Vanguard Retirement Income ETF Portfolio	79	Sep 9, 2020	ZESG.TO vs VRIF.TO
VGRO.TO	Vanguard Growth ETF Portfolio	78	Jan 25, 2018	ZESG.TO vs VGRO.TO
VBAL.TO	Vanguard Balanced ETF Portfolio	77	Jan 25, 2018	ZESG.TO vs VBAL.TO
TGRO.TO	TD Growth ETF Portfolio	76	Aug 11, 2020	ZESG.TO vs TGRO.TO
FGRO.NEO	Fidelity All-in-One Growth ETF	73	Jan 21, 2021	ZESG.TO vs FGRO.NEO

Top Performing ZESG.TO Alternatives (YTD)

ZESG.TO alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
ZMI.TO	BMO Monthly Income ETF	2.98%	Jan 28, 2011	ZESG.TO vs ZMI.TO
XTR.TO	iShares Diversified Monthly Income ETF	2.91%	Dec 19, 2005	ZESG.TO vs XTR.TO
FGRO.NEO	Fidelity All-in-One Growth ETF	1.05%	Jan 21, 2021	ZESG.TO vs FGRO.NEO
FBAL.NEO	Fidelity All-in-One Balanced ETF	0.90%	Jan 21, 2021	ZESG.TO vs FBAL.NEO
VRIF.TO	Vanguard Retirement Income ETF Portfolio	0.63%	Sep 9, 2020	ZESG.TO vs VRIF.TO

Lowest Volatility Alternatives to ZESG.TO

ZESG.TO alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
CSBG.NEO	CIBC Sustainable Balanced Growth Solution ETF	0.00%	Jun 18, 2021	ZESG.TO vs CSBG.NEO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	5.02%	Jan 29, 2019	ZESG.TO vs VCIP.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	5.24%	Aug 7, 2019	ZESG.TO vs XINC.TO
VRIF.TO	Vanguard Retirement Income ETF Portfolio	6.03%	Sep 9, 2020	ZESG.TO vs VRIF.TO
PYF.TO	Purpose Premium Yield Fund Series ETF	6.35%	Nov 28, 2018	ZESG.TO vs PYF.TO

Lowest Drawdown Alternatives to ZESG.TO

ZESG.TO alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
CSBG.NEO	CIBC Sustainable Balanced Growth Solution ETF	0.00%	Jun 18, 2021	ZESG.TO vs CSBG.NEO
XINC.TO	iShares Core Income Balanced ETF Portfolio	-3.65%	Aug 7, 2019	ZESG.TO vs XINC.TO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	-3.80%	Jan 29, 2019	ZESG.TO vs VCIP.TO
VRIF.TO	Vanguard Retirement Income ETF Portfolio	-4.55%	Sep 9, 2020	ZESG.TO vs VRIF.TO
GCNS.TO	iShares ESG Conservative Balanced ETF Portfolio	-5.05%	Sep 2, 2020	ZESG.TO vs GCNS.TO

Other ETFs from BMO

Most popular BMO ETFs on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ZMMK.TO	BMO Money Market Fund ETF Series	Money Market	100	0.57%	Nov 28, 2021	ZESG.TO vs ZMMK.TO
ZSP.TO	BMO S&P 500 Index ETF	S&P 500	47	-3.17%	Nov 14, 2012	ZESG.TO vs ZSP.TO
ZEQT.TO	BMO All-Equity ETF	Global Equities	75	0.41%	Jan 24, 2022	ZESG.TO vs ZEQT.TO
ZCN.TO	BMO S&P/TSX Capped Composite Index ETF	Canada Equities	94	3.87%	May 29, 2009	ZESG.TO vs ZCN.TO
ZEB.TO	BMO Equal Weight Banks Index ETF	Financials Equities	98	1.92%	Oct 19, 2009	ZESG.TO vs ZEB.TO
ZQQ.TO	BMO NASDAQ 100 Equity (CAD Hedged)	Large Cap Growth Equities	62	-6.55%	Jan 19, 2010	ZESG.TO vs ZQQ.TO
ZNQ.TO	BMO NASDAQ 100 Equity Index ETF	Large Cap Blend Equities	54	-4.69%	Feb 11, 2019	ZESG.TO vs ZNQ.TO
ZAG.TO	BMO Aggregate Bond Index ETF	Canadian Government Bonds	16	0.04%	Jan 19, 2010	ZESG.TO vs ZAG.TO
ZLB.TO	BMO Low Volatility Canadian Equity ETF	Canada Equities	82	1.42%	Oct 21, 2011	ZESG.TO vs ZLB.TO
ZUQ.TO	BMO MSCI USA High Quality Index ETF	Large Cap Blend Equities	26	-2.48%	Nov 4, 2014	ZESG.TO vs ZUQ.TO

Often Compared With ZESG.TO

What investors most often compare with ZESG.TO, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TCON.TO	TD Conservative ETF Portfolio	Diversified Portfolio	69	0.57%	Aug 11, 2020	ZESG.TO vs TCON.TO
HBAL.TO	Global X Balanced Asset Allocation ETF	Diversified Portfolio	63	-1.33%	Aug 1, 2018	ZESG.TO vs HBAL.TO
MIX.TO	Hamilton Enhanced Mixed Asset ETF	Diversified Portfolio	—	-1.88%	Apr 25, 2025	ZESG.TO vs MIX.TO
XBAL.TO	iShares Core Balanced ETF Portfolio	Diversified Portfolio, Actively Managed	65	0.29%	Jun 21, 2007	ZESG.TO vs XBAL.TO
CEQT.TO	CI Equity Asset Allocation ETF	Diversified Portfolio	59	-1.84%	May 17, 2023	ZESG.TO vs CEQT.TO
MGRW.TO	Mackenzie Growth Allocation ETF	Diversified Portfolio	67	-2.32%	Sep 29, 2020	ZESG.TO vs MGRW.TO
GGRO.TO	iShares ESG Growth ETF Portfolio	Diversified Portfolio	58	-1.81%	Sep 2, 2020	ZESG.TO vs GGRO.TO
GRO.TO	Franklin Growth ETF Portfolio	Diversified Portfolio	58	-2.38%	Feb 20, 2019	ZESG.TO vs GRO.TO
VCNS.TO	Vanguard Conservative ETF Portfolio	Diversified Portfolio	60	0.22%	Jan 25, 2018	ZESG.TO vs VCNS.TO

Compare ZESG.TO with Any Fund or Stock

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

Symbol name

BMO Balanced ESG ETF

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