LONG.TO vs. ZUH.TO
LONG.TO (CI Global Longevity Economy Fund) and ZUH.TO (BMO Equal Weight US Health Care Hedged to CAD Index ETF) are both Health & Biotech Equities funds. LONG.TO is actively managed, while ZUH.TO is passively managed. Over the past 5 years, LONG.TO returned 10.40%/yr vs -1.63%/yr for ZUH.TO. At a 0.07 correlation, their price movements are largely independent.
Performance
LONG.TO vs. ZUH.TO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LONG.TO achieves a 7.64% return, which is significantly higher than ZUH.TO's 3.55% return.
LONG.TO
- 1D
- 0.82%
- 1M
- 0.20%
- YTD
- 7.64%
- 6M
- 7.66%
- 1Y
- 21.51%
- 3Y*
- 17.35%
- 5Y*
- 10.40%
- 10Y*
- —
ZUH.TO
- 1D
- -0.55%
- 1M
- 6.26%
- YTD
- 3.55%
- 6M
- 3.20%
- 1Y
- 14.53%
- 3Y*
- 1.55%
- 5Y*
- -1.63%
- 10Y*
- 6.43%
LONG.TO vs. ZUH.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LONG.TO CI Global Longevity Economy Fund | 7.64% | 6.19% | 25.86% | 19.50% | -9.01% | 11.77% | 22.32% |
ZUH.TO BMO Equal Weight US Health Care Hedged to CAD Index ETF | 3.55% | 6.34% | -3.86% | -1.73% | -15.65% | 15.42% | 19.66% |
Correlation
The correlation between LONG.TO and ZUH.TO is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jun 17, 2020 | 0.07 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LONG.TO vs. ZUH.TO — Risk / Return Rank
LONG.TO
ZUH.TO
LONG.TO vs. ZUH.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI Global Longevity Economy Fund (LONG.TO) and BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH.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.
| LONG.TO | ZUH.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.49 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.26 | +0.20 |
| Martin ratioReturn relative to average drawdown | 5.21 | 3.06 | +2.16 |
Loading charts...
Drawdowns
LONG.TO vs. ZUH.TO - Drawdown Comparison
The maximum LONG.TO drawdown since its inception was -23.65%, smaller than the maximum ZUH.TO drawdown of -34.21%. Use the drawdown chart below to compare losses from any high point for LONG.TO and ZUH.TO.
Loading charts...
Drawdown Indicators
| LONG.TO | ZUH.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.65% | -34.21% | +10.56% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -11.59% | -4.80% |
Max Drawdown (3Y)Largest decline over 3 years | -22.45% | -22.23% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | -34.21% | +10.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.21% | — |
Current DrawdownCurrent decline from peak | -1.91% | -16.53% | +14.62% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -9.23% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 4.77% | -0.19% |
Volatility
LONG.TO vs. ZUH.TO - Volatility Comparison
CI Global Longevity Economy Fund (LONG.TO) has a higher volatility of 6.73% compared to BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH.TO) at 5.26%. This indicates that LONG.TO's price experiences larger fluctuations and is considered to be riskier than ZUH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LONG.TO | ZUH.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 5.26% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 13.94% | 11.55% | +2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.87% | 15.72% | +1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.38% | 17.29% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 18.52% | -0.80% |
Dividends
LONG.TO vs. ZUH.TO - Dividend Comparison
LONG.TO has not paid dividends to shareholders, while ZUH.TO's dividend yield for the trailing twelve months is around 0.53%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LONG.TO CI Global Longevity Economy Fund | 0.00% | 0.00% | 0.00% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZUH.TO BMO Equal Weight US Health Care Hedged to CAD Index ETF | 0.53% | 0.55% | 0.74% | 0.73% | 0.43% | 0.12% | 0.37% | 0.33% | 0.33% | 0.36% | 0.98% | 0.48% |
Frequently Asked Questions
LONG.TO and ZUH.TO have a correlation of -0.03, 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: CI and BMO.
Find the right allocation for LONG.TO and ZUH.TO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer