ZLB.TO vs. XUU-U.TO
Compare and contrast key facts about BMO Low Volatility Canadian Equity ETF (ZLB.TO) and iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO).
ZLB.TO and XUU-U.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZLB.TO is an actively managed fund by BMO. It was launched on Oct 21, 2011. XUU-U.TO is a passively managed fund by iShares that tracks the performance of the S&P Total Market Index. It was launched on Oct 22, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZLB.TO or XUU-U.TO.
Correlation
The correlation between ZLB.TO and XUU-U.TO is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ZLB.TO vs. XUU-U.TO - Performance Comparison
Key characteristics
ZLB.TO:
2.12
XUU-U.TO:
1.87
ZLB.TO:
3.16
XUU-U.TO:
2.79
ZLB.TO:
1.39
XUU-U.TO:
1.43
ZLB.TO:
2.78
XUU-U.TO:
3.02
ZLB.TO:
9.13
XUU-U.TO:
11.19
ZLB.TO:
1.74%
XUU-U.TO:
2.05%
ZLB.TO:
7.50%
XUU-U.TO:
12.24%
ZLB.TO:
-33.96%
XUU-U.TO:
-28.65%
ZLB.TO:
-1.12%
XUU-U.TO:
-0.33%
Returns By Period
In the year-to-date period, ZLB.TO achieves a 2.54% return, which is significantly lower than XUU-U.TO's 4.15% return.
ZLB.TO
2.54%
2.43%
4.94%
16.14%
8.76%
8.85%
XUU-U.TO
4.15%
1.29%
9.11%
23.27%
13.75%
N/A
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ZLB.TO vs. XUU-U.TO - Expense Ratio Comparison
ZLB.TO has a 0.39% expense ratio, which is higher than XUU-U.TO's 0.08% expense ratio.
Risk-Adjusted Performance
ZLB.TO vs. XUU-U.TO — Risk-Adjusted Performance Rank
ZLB.TO
XUU-U.TO
ZLB.TO vs. XUU-U.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Low Volatility Canadian Equity ETF (ZLB.TO) and iShares Core S&P U.S. Total Market Index ETF (XUU-U.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.
Dividends
ZLB.TO vs. XUU-U.TO - Dividend Comparison
ZLB.TO's dividend yield for the trailing twelve months is around 2.31%, more than XUU-U.TO's 0.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZLB.TO BMO Low Volatility Canadian Equity ETF | 2.31% | 2.37% | 2.67% | 2.66% | 2.39% | 2.83% | 2.44% | 2.76% | 2.52% | 2.94% | 2.34% | 1.94% |
XUU-U.TO iShares Core S&P U.S. Total Market Index ETF | 0.31% | 0.32% | 0.89% | 1.08% | 0.79% | 0.95% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ZLB.TO vs. XUU-U.TO - Drawdown Comparison
The maximum ZLB.TO drawdown since its inception was -33.96%, which is greater than XUU-U.TO's maximum drawdown of -28.65%. Use the drawdown chart below to compare losses from any high point for ZLB.TO and XUU-U.TO. For additional features, visit the drawdowns tool.
Volatility
ZLB.TO vs. XUU-U.TO - Volatility Comparison
The current volatility for BMO Low Volatility Canadian Equity ETF (ZLB.TO) is 2.27%, while iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO) has a volatility of 2.85%. This indicates that ZLB.TO experiences smaller price fluctuations and is considered to be less risky than XUU-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.