ZVU.TO Alternatives & Similar ETFs

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

Cheapest Alternatives to ZVU.TO

ZVU.TO charges 0.33% annually. There are 4 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.11%.

Symbol	Name	Expense Ratio	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	0.11%	5.54B	Jun 2017	ZVU.TO vs XDIV.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	0.16%	98.63M	Jun 2017	ZVU.TO vs XDUH.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	0.16%	294.27M	Jun 2017	ZVU.TO vs XDU.TO
XVLU.TO	iShares MSCI USA Value Factor Index ETF	0.32%	93.37M	Sep 2019	ZVU.TO vs XVLU.TO
FCUV.TO	Fidelity U.S. Value ETF	0.38%	3.49B	Jun 2020	ZVU.TO vs FCUV.TO

Best Risk-Adjusted Alternatives to ZVU.TO

ZVU.TO has a PortfoliosLab risk / return rank of 97. There are 2 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	98	5.54B	Jun 2017	ZVU.TO vs XDIV.TO
XVLU.TO	iShares MSCI USA Value Factor Index ETF	98	93.37M	Sep 2019	ZVU.TO vs XVLU.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	96	50.68M	Oct 2017	ZVU.TO vs ZVC.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	95	51.96M	Apr 2015	ZVU.TO vs PXS.TO
FCUV.TO	Fidelity U.S. Value ETF	86	3.49B	Jun 2020	ZVU.TO vs FCUV.TO

Top Performing ZVU.TO Alternatives (YTD)

ZVU.TO is at 52.04% YTD. There is 1 ETF in the Large Cap Value Equities category with a higher YTD return, going as high as 56.27%.

Symbol	Name	YTD Return	AUM	Inception
XVLU.TO	iShares MSCI USA Value Factor Index ETF	56.27%	93.37M	Sep 2019	ZVU.TO vs XVLU.TO
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	21.21%	5.54B	Jun 2017	ZVU.TO vs XDIV.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	18.28%	51.96M	Apr 2015	ZVU.TO vs PXS.TO
FCUV.TO	Fidelity U.S. Value ETF	15.76%	3.49B	Jun 2020	ZVU.TO vs FCUV.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	15.06%	294.27M	Jun 2017	ZVU.TO vs XDU.TO

Lowest Volatility Alternatives to ZVU.TO

ZVU.TO has 22.27% 1-year volatility. There are 8 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.47%.

Symbol	Name	Volatility 1Y	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	8.47%	5.54B	Jun 2017	ZVU.TO vs XDIV.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	10.77%	294.27M	Jun 2017	ZVU.TO vs XDU.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	10.90%	50.68M	Oct 2017	ZVU.TO vs ZVC.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	11.07%	51.96M	Apr 2015	ZVU.TO vs PXS.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	11.65%	98.63M	Jun 2017	ZVU.TO vs XDUH.TO

Lowest Drawdown Alternatives to ZVU.TO

ZVU.TO has a 1-year max drawdown of -6.08%. There are 2 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.78%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	-2.78%	5.54B	Jun 2017	ZVU.TO vs XDIV.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	-4.88%	51.96M	Apr 2015	ZVU.TO vs PXS.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	-6.08%	98.63M	Jun 2017	ZVU.TO vs XDUH.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	-6.11%	50.68M	Oct 2017	ZVU.TO vs ZVC.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	-6.13%	294.27M	Jun 2017	ZVU.TO vs XDU.TO

Other ETFs from BMO

The 10 most viewed BMO ETFs shown here include ZMMK.TO, ZSP.TO, ZEQT.TO and span 8 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	99	1.11%	5.68B	Nov 2021	ZVU.TO vs ZMMK.TO
ZSP.TO	BMO S&P 500 Index ETF	S&P 500	75	11.61%	24.23B	Nov 2012	ZVU.TO vs ZSP.TO
ZEQT.TO	BMO All-Equity ETF	Global Equities	83	13.48%	846.16M	Jan 2022	ZVU.TO vs ZEQT.TO
ZEB.TO	BMO Equal Weight Banks Index ETF	Financials Equities, Equal Weight	98	30.90%	6.15B	Oct 2009	ZVU.TO vs ZEB.TO
ZCN.TO	BMO S&P/TSX Capped Composite Index ETF	Canada Equities	87	11.03%	16.91B	May 2009	ZVU.TO vs ZCN.TO
ZQQ.TO	BMO NASDAQ 100 Equity (CAD Hedged)	Nasdaq-100	42	15.13%	3.24B	Jan 2010	ZVU.TO vs ZQQ.TO
ZNQ.TO	BMO NASDAQ 100 Equity Index ETF	Nasdaq-100	72	20.69%	2.39B	Feb 2019	ZVU.TO vs ZNQ.TO
ZLB.TO	BMO Low Volatility Canadian Equity ETF	Canada Equities	57	7.96%	6.18B	Oct 2011	ZVU.TO vs ZLB.TO
ZAG.TO	BMO Aggregate Bond Index ETF	Canadian Government Bonds	28	2.06%	12.97B	Jan 2010	ZVU.TO vs ZAG.TO
ZDV.TO	BMO Canadian Dividend ETF	Canada Equities	97	19.93%	1.83B	Oct 2011	ZVU.TO vs ZDV.TO

Often Compared With ZVU.TO

Investors most often compare ZVU.TO with XCV.TO, ZGQ.TO, MGK. These 13 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
XCV.TO	iShares Canadian Value Index ETF	Canada Equities	98	23.70%	238.82M	Nov 2006	ZVU.TO vs XCV.TO
ZGQ.TO	BMO MSCI All Country World High Quality Index ETF	Global Equities	58	13.01%	1.27B	Nov 2014	ZVU.TO vs ZGQ.TO
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	29	2.27%	35.00B	Dec 2007	ZVU.TO vs MGK
ZUQ.TO	BMO MSCI USA High Quality Index ETF	Large Cap Blend Equities	49	10.89%	1.30B	Nov 2014	ZVU.TO vs ZUQ.TO
VFV.TO	Vanguard S&P 500 Index ETF	S&P 500	75	11.63%	32.85B	Nov 2012	ZVU.TO vs VFV.TO
VLU	SPDR S&P 1500 Value Tilt ETF	Large Cap Value Equities	88	13.33%	713.61M	Oct 2012	ZVU.TO vs VLU
XUS.TO	iShares Core S&P 500 Index ETF	S&P 500	75	11.56%	12.94B	Apr 2013	ZVU.TO vs XUS.TO
VVL.TO	Vanguard Global Value Factor ETF CAD	Global Equities	80	13.75%	751.34M	Jun 2016	ZVU.TO vs VVL.TO
GMOV	GMO U.S. Value ETF	Large Cap Value Equities	77	9.32%	81.00M	Oct 2024	ZVU.TO vs GMOV
CUD.TO	iShares US Dividend Growers Index ETF (CAD-Hedged)	Large Cap Value Equities, Dividend	20	8.46%	237.71M	Sep 2011	ZVU.TO vs CUD.TO
CGVV	Capital Group U.S. Large Value ETF	Large Cap Value Equities	—	14.80%	146.10M	Jun 2025	ZVU.TO vs CGVV
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	85	13.00%	19.56B	Aug 2019	ZVU.TO vs XEQT.TO
ZCLN.TO	BMO Clean Energy Index ETF	Alternative Energy Equities	72	27.89%	—	Jan 2021	ZVU.TO vs ZCLN.TO

Compare ZVU.TO with Any Fund or Stock

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

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Diversifiers

Pair ZVU.TO with funds that move differently

BMO MSCI USA Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ZVU.TO.

Explore ZVU.TO Diversifiers

BMO MSCI USA Value ETF (ZVU.TO) Alternatives