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ZWT.TO vs. TLF.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZWT.TO vs. TLF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Covered Call Technology ETF (ZWT.TO) and Brompton Tech Leaders Income ETF (TLF.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZWT.TO achieves a 16.20% return, which is significantly lower than TLF.TO's 27.21% return.


ZWT.TO

1D
-0.80%
1M
-1.69%
6M
14.81%
YTD
16.20%
1Y
30.88%
3Y*
32.15%
5Y*
20.18%
10Y*

TLF.TO

1D
-1.40%
1M
-3.87%
6M
25.65%
YTD
27.21%
1Y
38.85%
3Y*
26.00%
5Y*
17.07%
10Y*
21.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZWT.TO vs. TLF.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ZWT.TO
BMO Covered Call Technology ETF
16.20%18.15%49.78%65.75%-31.60%23.39%
TLF.TO
Brompton Tech Leaders Income ETF
27.21%18.20%21.45%49.36%-30.09%27.20%

Correlation

The correlation between ZWT.TO and TLF.TO is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.87

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

Correlation (5Y)
Calculated over the trailing 5-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Jan 26, 2021

0.81

The correlation between ZWT.TO and TLF.TO has been stable across timeframes, ranging from 0.81 to 0.87 - a consistent structural relationship.

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Return for Risk

ZWT.TO vs. TLF.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ZWT.TO
ZWT.TO Risk / Return Rank: 5050
Overall Rank
ZWT.TO Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ZWT.TO Sortino Ratio Rank: 5050
Sortino Ratio Rank
ZWT.TO Omega Ratio Rank: 5151
Omega Ratio Rank
ZWT.TO Calmar Ratio Rank: 4747
Calmar Ratio Rank
ZWT.TO Martin Ratio Rank: 4545
Martin Ratio Rank

TLF.TO
TLF.TO Risk / Return Rank: 5959
Overall Rank
TLF.TO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
TLF.TO Sortino Ratio Rank: 4949
Sortino Ratio Rank
TLF.TO Omega Ratio Rank: 5656
Omega Ratio Rank
TLF.TO Calmar Ratio Rank: 6565
Calmar Ratio Rank
TLF.TO Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ZWT.TO vs. TLF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Covered Call Technology ETF (ZWT.TO) and Brompton Tech Leaders Income ETF (TLF.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.


ZWT.TOTLF.TODifference
Sharpe ratioReturn per unit of total volatility

-0.07

Sortino ratioReturn per unit of downside risk

-0.01

Omega ratioGain probability vs. loss probability

1.26

1.29

-0.02

Calmar ratioReturn relative to maximum drawdown

1.95

2.65

-0.70

Martin ratioReturn relative to average drawdown

6.04

9.20

-3.15

ZWT.TO vs. TLF.TO - Sharpe Ratio Comparison

The current ZWT.TO Sharpe Ratio is 1.53, which is comparable to the TLF.TO Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of ZWT.TO and TLF.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ZWT.TO vs. TLF.TO - Drawdown Comparison

The maximum ZWT.TO drawdown since its inception was -35.84%, roughly equal to the maximum TLF.TO drawdown of -37.19%. Use the drawdown chart below to compare losses from any high point for ZWT.TO and TLF.TO.


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Drawdown Indicators


ZWT.TOTLF.TODifference

Max Drawdown

Largest peak-to-trough decline

-35.84%

-37.19%

+1.35%

Max Drawdown (1Y)

Largest decline over 1 year

-15.93%

-14.73%

-1.20%

Max Drawdown (3Y)

Largest decline over 3 years

-26.27%

-24.99%

-1.28%

Max Drawdown (5Y)

Largest decline over 5 years

-35.84%

-37.19%

+1.35%

Max Drawdown (10Y)

Largest decline over 10 years

-37.19%

Current Drawdown

Current decline from peak

-3.51%

-6.84%

+3.33%

Average Drawdown

Average peak-to-trough decline

-8.72%

-7.35%

-1.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.12%

4.24%

+0.88%

Volatility

ZWT.TO vs. TLF.TO - Volatility Comparison

The current volatility for BMO Covered Call Technology ETF (ZWT.TO) is 7.69%, while Brompton Tech Leaders Income ETF (TLF.TO) has a volatility of 13.38%. This indicates that ZWT.TO experiences smaller price fluctuations and is considered to be less risky than TLF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZWT.TOTLF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.69%

13.38%

-5.69%

Volatility (6M)

Calculated over the trailing 6-month period

16.48%

21.66%

-5.18%

Volatility (1Y)

Calculated over the trailing 1-year period

20.25%

24.42%

-4.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.64%

25.80%

-2.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.16%

24.20%

-1.04%

Dividends

ZWT.TO vs. TLF.TO - Dividend Comparison

ZWT.TO's dividend yield for the trailing twelve months is around 4.59%, less than TLF.TO's 5.41% yield.


PositionTTM20252024202320222021202020192018201720162015
TLF.TO
Brompton Tech Leaders Income ETF
5.41%5.90%5.86%5.31%6.97%3.40%3.49%4.64%6.05%5.94%7.67%7.63%
ZWT.TO
BMO Covered Call Technology ETF
4.59%4.46%3.34%3.83%6.54%4.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ZWT.TO and TLF.TO have a correlation of 0.87, 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 Brompton.

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