CLSA.TO vs. ZZZD.TO
CLSA.TO (Brompton Split Corp. Enhanced Equity Income ETF) and ZZZD.TO (BMO Tactical Dividend ETF Fund) are both Dividend funds. Both are actively managed. Over the past year, CLSA.TO returned 88.08% vs 16.52% for ZZZD.TO. Their 0.27 correlation means their historical movements had little consistent relationship. CLSA.TO charges 0.60%/yr vs 0.76%/yr for ZZZD.TO.
Performance
CLSA.TO vs. ZZZD.TO - Performance Comparison
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Returns By Period
In the year-to-date period, CLSA.TO achieves a 40.42% return, which is significantly higher than ZZZD.TO's 11.31% return.
CLSA.TO
- 1D
- 0.03%
- 1M
- 3.42%
- 6M
- 37.13%
- YTD
- 40.42%
- 1Y
- 88.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 78.89%
ZZZD.TO
- 1D
- -0.71%
- 1M
- -0.19%
- 6M
- 9.49%
- YTD
- 11.31%
- 1Y
- 16.52%
- 3Y*
- 10.43%
- 5Y*
- 7.08%
- 10Y*
- —
- ALL TIME*
- 5.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| CA$729.28K | CA$519.46K | CA$344.99K | |
| CA$87.76K | CA$80.00K | CA$39.18K |
CLSA.TO vs. ZZZD.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CLSA.TO Brompton Split Corp. Enhanced Equity Income ETF | 40.42% | 57.14% |
ZZZD.TO BMO Tactical Dividend ETF Fund | 11.31% | 4.30% |
Correlation
The correlation between CLSA.TO and ZZZD.TO is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Mar 21, 2025 | 0.27 |
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Return for Risk
CLSA.TO vs. ZZZD.TO — Risk / Return Rank
CLSA.TO
ZZZD.TO
CLSA.TO vs. ZZZD.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brompton Split Corp. Enhanced Equity Income ETF (CLSA.TO) and BMO Tactical Dividend ETF Fund (ZZZD.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.
| CLSA.TO | ZZZD.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.77 | ||
| Sortino ratioReturn per unit of downside risk | +3.50 | ||
| Omega ratioGain probability vs. loss probability | 2.07 | 1.36 | +0.70 |
| Calmar ratioReturn relative to maximum drawdown | 7.90 | 5.91 | +1.98 |
| Martin ratioReturn relative to average drawdown | 34.28 | 19.14 | +15.14 |
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Drawdowns
CLSA.TO vs. ZZZD.TO - Drawdown Comparison
The maximum CLSA.TO drawdown since its inception was -11.73%, smaller than the maximum ZZZD.TO drawdown of -22.28%. Use the drawdown chart below to compare losses from any high point for CLSA.TO and ZZZD.TO.
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Drawdown Indicators
| CLSA.TO | ZZZD.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.73% | -22.28% | +10.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -2.72% | -8.06% |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.21% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.72% | — |
Current DrawdownCurrent decline from peak | -1.67% | -0.71% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -1.25% | -4.64% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 0.84% | +1.64% |
Volatility
CLSA.TO vs. ZZZD.TO - Volatility Comparison
Brompton Split Corp. Enhanced Equity Income ETF (CLSA.TO) has a higher volatility of 5.66% compared to BMO Tactical Dividend ETF Fund (ZZZD.TO) at 2.39%. This indicates that CLSA.TO's price experiences larger fluctuations and is considered to be riskier than ZZZD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLSA.TO | ZZZD.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 2.39% | +3.27% |
Volatility (6M)Calculated over the trailing 6-month period | 13.42% | 6.57% | +6.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 8.63% | +6.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 11.18% | +5.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | 12.62% | +3.85% |
CLSA.TO vs. ZZZD.TO - Expense Ratio Comparison
CLSA.TO has a 0.60% expense ratio, which is lower than ZZZD.TO's 0.76% expense ratio.
Dividends
CLSA.TO vs. ZZZD.TO - Dividend Comparison
CLSA.TO's dividend yield for the trailing twelve months is around 10.55%, more than ZZZD.TO's 3.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CLSA.TO Brompton Split Corp. Enhanced Equity Income ETF | 10.55% | 7.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZZZD.TO BMO Tactical Dividend ETF Fund | 3.72% | 4.07% | 4.29% | 4.28% | 4.51% | 4.27% | 4.09% | 3.11% |
Frequently Asked Questions
CLSA.TO and ZZZD.TO have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CLSA.TO is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CLSA.TO is cheaper with a 0.60% expense ratio, compared with 0.76% for ZZZD.TO.
They also come from different issuers: Brompton and BMO. Their fees differ too: 0.60% for CLSA.TO and 0.76% for ZZZD.TO.
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