BMO S&P 500 Index ETF (USD) (ZSP-U.TO)

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The chart shows the growth of an initial investment of $10,000 in BMO S&P 500 Index ETF (USD), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

BMO S&P 500 Index ETF (USD) (ZSP-U.TO) has returned -4.68% so far this year and 16.49% over the past 12 months. Looking at the last ten years, ZSP-U.TO has achieved an annualized return of 13.22%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 20, 2012, ZSP-U.TO's average daily return is +0.06%, while the average monthly return is +1.14%. At this rate, your investment would double in approximately 5.1 years.

Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +12.9%, while the worst month was Mar 2020 at -12.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ZSP-U.TO closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -11.6%.

BMO S&P 500 Index ETF (USD) has an annualized alpha of 3.94%, beta of 0.90, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since November 23, 2012.

• This ETF captured 105.01% of S&P 500 Index gains but only 91.62% of its losses — a favorable profile for investors.
• This ETF generated an annualized alpha of 3.94% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.90 and R² of 0.83, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

ZSP-U.TO has an expense ratio of 0.09%, which is considered low.

ZSP-U.TO ranks 54 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for BMO S&P 500 Index ETF (USD) (ZSP-U.TO) and compare them to a chosen benchmark (S&P 500 Index).

BMO S&P 500 Index ETF (USD) provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for BMO S&P 500 Index ETF (USD). The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the BMO S&P 500 Index ETF (USD). 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 S&P 500 Index ETF (USD) was 33.72%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.

The current BMO S&P 500 Index ETF (USD) drawdown is 6.59%.

The chart below shows the rolling one-month volatility.