ZUH.TO vs. LONG.TO
ZUH.TO (BMO Equal Weight US Health Care Hedged to CAD Index ETF) and LONG.TO (CI Global Longevity Economy Fund) are both Health & Biotech Equities funds. ZUH.TO is passively managed, while LONG.TO is actively managed. Over the past 5 years, ZUH.TO returned -1.63%/yr vs 10.40%/yr for LONG.TO. At a 0.07 correlation, their price movements are largely independent.
Performance
ZUH.TO vs. LONG.TO - Performance Comparison
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Returns By Period
In the year-to-date period, ZUH.TO achieves a 3.55% return, which is significantly lower than LONG.TO's 7.64% return.
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
- 1D
- 0.82%
- 1M
- 0.20%
- YTD
- 7.64%
- 6M
- 7.66%
- 1Y
- 21.51%
- 3Y*
- 17.35%
- 5Y*
- 10.40%
- 10Y*
- —
ZUH.TO vs. LONG.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
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% |
LONG.TO CI Global Longevity Economy Fund | 7.64% | 6.19% | 25.86% | 19.50% | -9.01% | 11.77% | 22.32% |
Correlation
The correlation between ZUH.TO and LONG.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 |
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Return for Risk
ZUH.TO vs. LONG.TO — Risk / Return Rank
ZUH.TO
LONG.TO
ZUH.TO vs. LONG.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH.TO) and CI Global Longevity Economy Fund (LONG.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.
| ZUH.TO | LONG.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 | 1.17 | 1.26 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.46 | -0.20 |
| Martin ratioReturn relative to average drawdown | 3.06 | 5.21 | -2.16 |
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Drawdowns
ZUH.TO vs. LONG.TO - Drawdown Comparison
The maximum ZUH.TO drawdown since its inception was -34.21%, which is greater than LONG.TO's maximum drawdown of -23.65%. Use the drawdown chart below to compare losses from any high point for ZUH.TO and LONG.TO.
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Drawdown Indicators
| ZUH.TO | LONG.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.21% | -23.65% | -10.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.59% | -16.39% | +4.80% |
Max Drawdown (3Y)Largest decline over 3 years | -22.23% | -22.45% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -34.21% | -23.65% | -10.56% |
Max Drawdown (10Y)Largest decline over 10 years | -34.21% | — | — |
Current DrawdownCurrent decline from peak | -16.53% | -1.91% | -14.62% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -5.66% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.77% | 4.58% | +0.19% |
Volatility
ZUH.TO vs. LONG.TO - Volatility Comparison
The current volatility for BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH.TO) is 5.26%, while CI Global Longevity Economy Fund (LONG.TO) has a volatility of 6.73%. This indicates that ZUH.TO experiences smaller price fluctuations and is considered to be less risky than LONG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZUH.TO | LONG.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 6.73% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.55% | 13.94% | -2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.72% | 16.87% | -1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 17.38% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.52% | 17.72% | +0.80% |
Dividends
ZUH.TO vs. LONG.TO - Dividend Comparison
ZUH.TO's dividend yield for the trailing twelve months is around 0.53%, while LONG.TO has not paid dividends to shareholders.
| 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
ZUH.TO and LONG.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: BMO and CI.
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