ZMI vs. ZGRO ETF Comparison

Comparison of BMO Monthly Income ETF (ZMI) to BMO Growth ETF (ZGRO)
ZMI

BMO Monthly Income ETF

ZMI Description

BMO Monthly Income ETF seeks to provide monthly cash distributions, with the potential for modest long-term capital appreciation, generally by investing in BMO ETFs that provide exposure to a diversified portfolio of income-bearing investments, including common equities, preferred shares, fixed income securities and trust units.

Grade (RS Rating)

Last Trade

$16.50

Average Daily Volume

6,263

Number of Holdings *

6

* may have additional holdings in another (foreign) market
ZGRO

BMO Growth ETF

ZGRO Description BMO Growth ETF seeks to provide the potential for long-term capital appreciation, primarilyby investing in ETFs that provide exposure to a diversified portfolio of global equity and fixedincome securities.

Grade (RS Rating)

Last Trade

$41.94

Average Daily Volume

8,567

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period ZMI ZGRO
30 Days 1.60% 2.72%
60 Days -0.78% 1.08%
90 Days 1.16% 3.86%
12 Months 8.83% 15.48%
0 Overlapping Holdings
Symbol Grade Weight in ZMI Weight in ZGRO Overlap
ZMI Overweight 6 Positions Relative to ZGRO
Symbol Grade Weight
ZCB C 23.68%
ZDY B 19.54%
ZDV A 13.14%
ZMU C 10.06%
ZDI A 8.05%
ZHP D 4.74%
ZMI Underweight 7 Positions Relative to ZGRO
Symbol Grade Weight
ZSP A -36.24%
ZCN A -19.93%
ZEA A -15.86%
ZAG C -13.26%
ZEM A -5.92%
ZMID B -2.29%
ZSML A -0.89%
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