ZHU.TO
BMO Equal Weight US Health Care Index ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 10.0 M
ASSETS UNDER MGMT
35 bp
EXPENSES
Fund Basics
| Inception date | Feb 12, 2019 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| HUMANA INC | 2.2 % |
| REVOLUTION MEDICINES, INC. | 1.9 % |
| UNITEDHEALTH GROUP INC | 1.8 % |
| ELEVANCE HEALTH INC | 1.8 % |
| CENTENE CORP | 1.7 % |
| DAVITA INC | 1.7 % |
| JAZZ PHARMACEUTICALS PLC | 1.6 % |
| NEUROCRINE BIOSCIENCES INC | 1.6 % |
| WEST PHARMACEUTICAL SERVICES | 1.6 % |
| EXELIXIS INC | 1.6 % |
Constituent Breakdown
| Number of holdings | 81 |
| Herfindahl-Hirschman Index | 131 |
| Wgt avg mkt cap (mns) | $75,555 |
| Large cap (>$10bn) | 93.7% |
| Mid cap ($2-10bn) | 4.1% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 94.9 % |
 |
IRELAND | 3.9 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -2.0% | 11.5% | 2.0% | 2.4% | 1.3% | -- | -- | 4.8% |
| Dividend Yield | 0.0% | 0.6% | 0.6% | 0.7% | 0.5% | -- | -- | 0.5% |
| Total Returns | -2.0% | 12.1% | 2.5% | 3.1% | 1.9% | -- | -- | 5.3% | Ann. Volatility | 17.2% | 16.5% | 16.5% | 15.0% | 16.0% | -- | -- | 17.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.23 | 3% |
| MSCI EAFE | 0.17 | 2% |
| MSCI Emg Mkts | 0.08 | 1% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $42.71 |
| Relative strength (RSI) | 53 |
| MACD/Signal | 0.20/0.02 |
| Bollinger Bands (Upper/Lower) | $43.66/$41.20 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. ZHU.TO |
Expenses vs. ZHU.TO |
ALTAR Score™ vs. ZHU.TO |
|---|---|---|---|---|
| ZUH.TO | BMO Equal Weight US Health Care Hedged to CAD Index ETF | 98.3% | 0 bp | +0.3% |
| FHH.TO | First Trust AlphaDEX U.S. Health Care Sector Index ETF | 61.9% | +41 bp | +2.3% |
| TDOC.TO | TD Global Healthcare Leaders Index ETF | 45.5% | 0 bp | +1.8% |
| MHCD.TO | Middlefield Healthcare Dividend ETF | 33.7% | +50 bp | +0.0% |
| HIG.TO | Brompton Global Healthcare Income & Growth ETF | 23.7% | +40 bp | +1.6% |
| LMAX.TO | Hamilton Healthcare YIELD MAXIMIZER TM ETF | 22.8% | +30 bp | +1.8% |
| HHL.TO | Harvest Healthcare Leaders Income ETF | 22.2% | +50 bp | +1.3% |
| MEDX.TO | Global X Equal Weight Global Healthcare Index ETF | 17.6% | +5 bp | +2.3% |
| TULV.TO | TD Q U.S. Low Volatility ETF | 14.4% | -5 bp | +0.4% |
| WSRI.TO | Wealthsimple North America Socially Responsible Index ETF | 13.9% | -13 bp | +1.3% |
Risk and Returns: ZHU.TO vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (CAD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/18/2026
Peer Group Comparison
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ETF Research Center Rating
5.5%
ALTAR SCORE™
53rd
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,397 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. ZHU.TO's ALTAR Score™ is approximately 0.1 standard
deviations above the category average. This places ZHU.TO in the 53rd percentile
among funds in the category.
Sell-Side Consensus
$52.93
PRICE TARGET
+17.4%
UPSIDE