ZUH.TO
BMO Equal Weight US Health Care Hedged to CAD Index ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 170.0 M
ASSETS UNDER MGMT
35 bp
EXPENSES
Fund Basics
| Inception date | May 19, 2010 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | Yes |
| Fund of funds | Yes |
Top 10 Holdings
| HUMANA INC | 2.3 % |
| REVOLUTION MEDICINES, INC. | 2.0 % |
| ELEVANCE HEALTH INC | 1.8 % |
| UNITEDHEALTH GROUP INC | 1.8 % |
| CENTENE CORP | 1.8 % |
| JAZZ PHARMACEUTICALS PLC | 1.7 % |
| DAVITA INC | 1.7 % |
| WEST PHARMACEUTICAL SERVICES | 1.6 % |
| NEUROCRINE BIOSCIENCES INC | 1.6 % |
| UNITED THERAPEUTICS CORP | 1.6 % |
Constituent Breakdown
| Number of holdings | 81 |
| Herfindahl-Hirschman Index | 134 |
| Wgt avg mkt cap (mns) | $0 |
| Large cap (>$10bn) | 0.0% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 100.3% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 96.3 % |
 |
IRELAND | 4.1 % |
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 | -2.5% | 8.7% | -0.1% | 0.2% | -2.3% | 5.2% | -- | 10.2% |
| Dividend Yield | 0.0% | 0.6% | 0.6% | 0.7% | 0.5% | 0.5% | -- | 0.8% |
| Total Returns | -2.5% | 9.3% | 0.5% | 0.9% | -1.8% | 5.7% | -- | 10.9% | Ann. Volatility | 16.0% | 15.2% | 16.7% | 15.5% | 17.2% | 18.5% | -- | 17.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.66 | 26% |
| MSCI EAFE | 0.56 | 31% |
| MSCI Emg Mkts | 0.32 | 17% |
Liquidity Measures
| Avg. volume (000) | 1 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $66.69 |
| Relative strength (RSI) | 52 |
| MACD/Signal | 0.21/-0.01 |
| Bollinger Bands (Upper/Lower) | $67.79/$64.97 |
| 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. ZUH.TO |
Expenses vs. ZUH.TO |
ALTAR Score™ vs. ZUH.TO |
|---|---|---|---|---|
| ZHU.TO | BMO Equal Weight US Health Care Index ETF | 98.3% | 0 bp | -0.3% |
| FHH.TO | First Trust AlphaDEX U.S. Health Care Sector Index ETF | 62.2% | +41 bp | +2.1% |
| TDOC.TO | TD Global Healthcare Leaders Index ETF | 46.2% | 0 bp | +1.5% |
| MHCD.TO | Middlefield Healthcare Dividend ETF | 34.3% | +50 bp | -0.2% |
| HIG.TO | Brompton Global Healthcare Income & Growth ETF | 24.3% | +40 bp | +1.3% |
| LMAX.TO | Hamilton Healthcare YIELD MAXIMIZER TM ETF | 23.4% | +30 bp | +1.5% |
| HHL.TO | Harvest Healthcare Leaders Income ETF | 22.7% | +50 bp | +1.0% |
| MEDX.TO | Global X Equal Weight Global Healthcare Index ETF | 18.1% | +5 bp | +2.0% |
| TULV.TO | TD Q U.S. Low Volatility ETF | 14.7% | -5 bp | +0.1% |
| WSRI.TO | Wealthsimple North America Socially Responsible Index ETF | 13.9% | -13 bp | +1.1% |
Risk and Returns: ZUH.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)
| 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 | ||||
| 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
5.8%
ALTAR SCORE™
59th
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%. ZUH.TO's ALTAR Score™ is approximately 0.2 standard
deviations above the category average. This places ZUH.TO in the 59th percentile
among funds in the category.
Sell-Side Consensus
$81.36
PRICE TARGET
+20.6%
UPSIDE