Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.33% 0.07% 81.73M 4713.90
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 11.94% 1.856M Upgrade

Basic Info

Investment Strategy
BMO Low Volatility US Equity Hedged to CAD ETF seeks to provide Unitholders with exposure to the performance of a portfolio of U.S. stocks with the potential for long-term capital appreciation. Securities will be selected from the large capitalization U.S. equity universe. The securities that have lower sensitivity to market movements (beta) will be selected for the portfolio and it will be weighted so that a higher allocation is given to securities with lower beta. The U.S. dollar currency exposure is hedged back to Canadian dollars.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BMO Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-1.85%
25.21%
2.32%
22.06%
0.19%
-2.04%
10.97%
9.04%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
26.88%
-3.43%
26.92%
-3.39%
23.47%
-6.06%
-1.00%
12.20%
0.53%
-1.59%
26.75%
1.85%
21.79%
-11.16%
8.01%
13.95%
4.66%
As of December 10, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.25%
Stock 101.4%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other -1.71%
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Basic Info

Investment Strategy
BMO Low Volatility US Equity Hedged to CAD ETF seeks to provide Unitholders with exposure to the performance of a portfolio of U.S. stocks with the potential for long-term capital appreciation. Securities will be selected from the large capitalization U.S. equity universe. The securities that have lower sensitivity to market movements (beta) will be selected for the portfolio and it will be weighted so that a higher allocation is given to securities with lower beta. The U.S. dollar currency exposure is hedged back to Canadian dollars.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BMO Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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