Investment Q&A

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BMO Low Volatility Canadian Equity ETF (ZLB)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
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Q: Good evening 5i,

I have held ZLB for some time and while happy with the holding as part of my portfolio, I am considering a switch to HDIV. It would continue to be a long term hold.

Based on past perfromance, I don't see that the ZLB provides that much less volatility protection over HDIV to justify the higher fees and lower yield.

I would certainly appreicate your thoughts.

Thanks

Asked by ANDREW on October 17, 2024

5i Research Answer:

Beta, the measure of volatility, is 0.541 for ZLB (Bloomberg data) vs 0.816 for HDIV. So,...

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