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BEPR.TO vs. ZPR.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BEPR.TO vs. ZPR.TO

Last updated Jul 16, 2026
Documentation

BEPR.TO (Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF) and ZPR.TO (BMO Laddered Preferred Share Index ETF) are both Preferred Stock/Convertible Bonds funds. BEPR.TO is actively managed, while ZPR.TO is passively managed. Over the past 10 years, BEPR.TO returned 4.80%/yr vs 8.41%/yr for ZPR.TO. At a 0.11 correlation, their price movements are largely independent.

Performance

BEPR.TO vs. ZPR.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF (BEPR.TO) and BMO Laddered Preferred Share Index ETF (ZPR.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BEPR.TO achieves a 0.27% return, which is significantly lower than ZPR.TO's 8.16% return. Over the past 10 years, BEPR.TO has underperformed ZPR.TO with an annualized return of 4.80%, while ZPR.TO has yielded a comparatively higher 8.41% annualized return.

BEPR.TO

1D
0.83%
1M
0.12%
6M
0.49%
YTD
0.27%
1Y
4.79%
3Y*
10.18%
5Y*
1.47%
10Y*
4.80%

ZPR.TO

1D
0.39%
1M
1.94%
6M
7.55%
YTD
8.16%
1Y
16.61%
3Y*
20.09%
5Y*
8.35%
10Y*
8.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BEPR.TO vs. ZPR.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
BEPR.TO
Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF		0.27%6.68%14.36%6.62%-19.22%8.37%0.94%32.29%-12.67%14.60%
ZPR.TO
BMO Laddered Preferred Share Index ETF		8.16%18.58%26.58%7.21%-17.66%23.77%6.00%1.94%-9.77%14.71%

Correlation

The correlation between BEPR.TO and ZPR.TO is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2012

0.11

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Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF

BMO Laddered Preferred Share Index ETF

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Return for Risk

BEPR.TO vs. ZPR.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BEPR.TO
BEPR.TO Risk / Return Rank: 2222
Overall Rank
BEPR.TO Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BEPR.TO Sortino Ratio Rank: 1919
Sortino Ratio Rank
BEPR.TO Omega Ratio Rank: 1919
Omega Ratio Rank
BEPR.TO Calmar Ratio Rank: 2424
Calmar Ratio Rank
BEPR.TO Martin Ratio Rank: 2828
Martin Ratio Rank
ZPR.TO
ZPR.TO Risk / Return Rank: 9797
Overall Rank
ZPR.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ZPR.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
ZPR.TO Omega Ratio Rank: 9797
Omega Ratio Rank
ZPR.TO Calmar Ratio Rank: 9696
Calmar Ratio Rank
ZPR.TO Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEPR.TO vs. ZPR.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF (BEPR.TO) and BMO Laddered Preferred Share Index ETF (ZPR.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

BEPR.TOZPR.TODifference
Sharpe ratioReturn per unit of total volatility
0.59
3.88

-3.29

Sortino ratioReturn per unit of downside risk
0.90
5.87

-4.97

Omega ratioGain probability vs. loss probability

1.11

1.81

-0.70

Calmar ratioReturn relative to maximum drawdown

0.99

6.76

-5.77

Martin ratioReturn relative to average drawdown

3.26

38.57

-35.31

BEPR.TO vs. ZPR.TO - Sharpe Ratio Comparison

The current BEPR.TO Sharpe Ratio is 0.59, which is lower than the ZPR.TO Sharpe Ratio of 3.88. The chart below compares the historical Sharpe Ratios of BEPR.TO and ZPR.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

BEPR.TO vs. ZPR.TO - Drawdown Comparison

The maximum BEPR.TO drawdown since its inception was -69.85%, which is greater than ZPR.TO's maximum drawdown of -44.72%. Use the drawdown chart below to compare losses from any high point for BEPR.TO and ZPR.TO.

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Drawdown Indicators

BEPR.TOZPR.TODifference

Max Drawdown

Largest peak-to-trough decline

-69.85%

-44.72%

-25.13%

Max Drawdown (1Y)

Largest decline over 1 year

-4.84%

-2.47%

-2.37%

Max Drawdown (3Y)

Largest decline over 3 years

-6.15%

-8.75%

+2.60%

Max Drawdown (5Y)

Largest decline over 5 years

-27.03%

-23.06%

-3.97%

Max Drawdown (10Y)

Largest decline over 10 years

-51.41%

-44.13%

-7.28%

Current Drawdown

Current decline from peak

-0.97%

0.00%

-0.97%

Average Drawdown

Average peak-to-trough decline

-12.44%

-9.21%

-3.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.48%

0.43%

+1.05%

Volatility

BEPR.TO vs. ZPR.TO - Volatility Comparison

Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF (BEPR.TO) has a higher volatility of 2.03% compared to BMO Laddered Preferred Share Index ETF (ZPR.TO) at 0.88%. This indicates that BEPR.TO's price experiences larger fluctuations and is considered to be riskier than ZPR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BEPR.TOZPR.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.03%

0.88%

+1.15%

Volatility (6M)

Calculated over the trailing 6-month period

6.57%

2.69%

+3.88%

Volatility (1Y)

Calculated over the trailing 1-year period

8.13%

4.30%

+3.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.70%

8.32%

+3.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.11%

11.42%

+4.69%

Dividends

BEPR.TO vs. ZPR.TO - Dividend Comparison

BEPR.TO's dividend yield for the trailing twelve months is around 8.95%, more than ZPR.TO's 5.04% yield.

PositionTTM20252024202320222021202020192018201720162015
BEPR.TO
Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF		8.95%9.28%9.19%9.58%9.26%6.87%6.37%6.70%9.17%7.43%8.31%9.40%
ZPR.TO
BMO Laddered Preferred Share Index ETF		5.04%4.86%4.93%5.92%5.97%4.66%5.48%5.09%4.82%4.08%5.14%5.65%

Frequently Asked Questions

BEPR.TO and ZPR.TO have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: Brompton and BMO.

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