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  5. ZUT: Retired, dividend-income investor. [BMO Equal Weight Utilities Index ETF]

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Q: Retired, dividend-income investor. I have long term holdings in both ZLB and ZUT. Both are in registered accounts...no tax issues.

For asset allocation reasons, I am considering trimming ZUT and adding the proceeds to ZLB. When I use your charts and compare these two, ZLB appears to be the better performer over most timeframes.

Normally I would simply proceed, but this is a minor asset allocation tweaking. Also, I think that the BOC may be reducing interest rates this fall, which should have a positive impact on ZUT. Do you agree with this assumption?

Would you proceed or wait....I know this is a bit of a "market-timing" question?

Thanks for your help....Steve
Asked by Stephen on August 14, 2025
5i Research Answer:
We agree the Canadian rates are heading down and this should benefit utilities. But other...
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