ZLU.TO vs. XDU.TO
Compare and contrast key facts about BMO Low Volatility US Equity ETF (CAD) (ZLU.TO) and iShares Core MSCI US Quality Dividend Index ETF (XDU.TO).
ZLU.TO and XDU.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZLU.TO is an actively managed fund by BMO. It was launched on Mar 19, 2013. XDU.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Jun 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZLU.TO or XDU.TO.
Correlation
The correlation between ZLU.TO and XDU.TO is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ZLU.TO vs. XDU.TO - Performance Comparison
Key characteristics
ZLU.TO:
2.22
XDU.TO:
1.24
ZLU.TO:
3.17
XDU.TO:
1.60
ZLU.TO:
1.41
XDU.TO:
1.25
ZLU.TO:
3.71
XDU.TO:
1.41
ZLU.TO:
11.78
XDU.TO:
4.51
ZLU.TO:
1.86%
XDU.TO:
3.20%
ZLU.TO:
9.89%
XDU.TO:
11.69%
ZLU.TO:
-25.49%
XDU.TO:
-26.11%
ZLU.TO:
-1.00%
XDU.TO:
-5.61%
Returns By Period
In the year-to-date period, ZLU.TO achieves a 3.30% return, which is significantly lower than XDU.TO's 4.07% return.
ZLU.TO
3.30%
2.91%
7.21%
21.34%
8.68%
10.56%
XDU.TO
4.07%
1.62%
3.58%
14.25%
7.93%
N/A
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ZLU.TO vs. XDU.TO - Expense Ratio Comparison
ZLU.TO has a 0.33% expense ratio, which is higher than XDU.TO's 0.16% expense ratio.
Risk-Adjusted Performance
ZLU.TO vs. XDU.TO — Risk-Adjusted Performance Rank
ZLU.TO
XDU.TO
ZLU.TO vs. XDU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Low Volatility US Equity ETF (CAD) (ZLU.TO) and iShares Core MSCI US Quality Dividend Index ETF (XDU.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
ZLU.TO vs. XDU.TO - Dividend Comparison
ZLU.TO's dividend yield for the trailing twelve months is around 1.91%, less than XDU.TO's 2.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZLU.TO BMO Low Volatility US Equity ETF (CAD) | 1.91% | 1.97% | 2.39% | 1.95% | 1.76% | 1.83% | 1.57% | 1.89% | 2.00% | 2.36% | 1.80% | 1.38% |
XDU.TO iShares Core MSCI US Quality Dividend Index ETF | 2.14% | 2.20% | 2.40% | 2.13% | 2.13% | 2.82% | 2.40% | 2.35% | 1.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
ZLU.TO vs. XDU.TO - Drawdown Comparison
The maximum ZLU.TO drawdown since its inception was -25.49%, roughly equal to the maximum XDU.TO drawdown of -26.11%. Use the drawdown chart below to compare losses from any high point for ZLU.TO and XDU.TO. For additional features, visit the drawdowns tool.
Volatility
ZLU.TO vs. XDU.TO - Volatility Comparison
BMO Low Volatility US Equity ETF (CAD) (ZLU.TO) has a higher volatility of 3.81% compared to iShares Core MSCI US Quality Dividend Index ETF (XDU.TO) at 3.18%. This indicates that ZLU.TO's price experiences larger fluctuations and is considered to be riskier than XDU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.