TSE:ZLB

BMO Low Volatility Cdn Eqty ETF (ZLB.TO)

61.51
-0.13 (0.21%)
as of Jul 9, 2026, 6:47:09 pm Market Open.
120 watching
0
PAST TOP PICK
(A Top Pick Aug 10/18, Up 12%) Probably one of the best places to park your market in a volatile market. Has a low beta. The list keeps changing and gets restructured every year.
TOP PICK
Still recommends it. It could sell off if the general market sells off, but it tends not to move as much as others. A good place to park your money.
WEAK BUY
Fan of low vol anomaly, which is characterized by lower, steadier-returning stocks achieving higher, risk-adjusted returns. Very high risk stocks have lower returns than steady, low vol portfolios. What low vols miss, and what the min vols have, is portfolio construction to lower the vol and keep it diversified. But this BMO one isn't bad at all.
TOP PICK

Low volatility. Long and overweight in the U.S. but starting to get more cautious so this is a good Canadian play. It's reasonably priced and the management fee is low enough. Its top holdings are Fairfax, Rogers and Telus. Dividend paying companies. ZLU-T is the U.S. version.

TOP PICK
Low volatility, well diversified, for tougher markets ahead. Very low risk. Yield is 2.42%.
TOP PICK
This has always been a good ETF in a difficult market. This is a good place to hide in uncertain times. Yield = 2.4% : expense ratio = 0.4%
BUY
He likes the diversification components. It avoids the overweight on energy and Banks stocks. It's done fine.
TOP PICK
Investors should own Canada in their portfolios. He buys this for conservative, lower-risk clients given the low-volatilty in this ETF. This is the poster child of Low-Vol Anomaly: some low-vol stocks actually outperform than higher-vol. ZLB is overweight utilities and financials, so if there are rapid moves in interest rates, it could hurt those sectors.
DON'T BUY
ZLB vs. ZUB These are low-volatility ETFs, and he isn't keen on low-vol. Low-vol means defensive sectors like utilities, and away from growth. He's slightly bullish the cyclical outlook. This is not a good entry point now, though otherwise both are good ETFs.
N/A
ZWU-T or ZLB-T vs. covered call ETFs ZWC-T or ZWH-T. From a technician's point of view ZLB-T has established a double bottom. It has better upside tendencies relative to covered call strategies. These are the right area to approach the market in if you want less volatility.
TOP PICK
This covers the low-vol Canadian stocks, so you're putting your toe back into the market with minimal risk. 0.39% MER.
COMMENT
A problem with low-vol ETFs is that people want this at once, which drives the prices up. That said, they are normally a good way to go, but watch the price.
TOP PICK

Pretty popular. Reflects his view that market will be difficult to predict for next 2-3 months. Good, safe, diversified place to park your money in this environment. Low volatility stocks with good betas.

BUY

This is a thoughtful, well constructed ETF. The low volatility factor is one of these strange factors. It is really well diversified. He would not try to time it. Keep in mind that if the market went down 30-40% this one will go down, even though not as much. You should take less risk but get the same returns as the market.

PAST TOP PICK

(A Top Pick May 1/18, Up 4%) He bought it for the low volatility for the summer. This is a defensive position.

Showing 16 to 30 of 83 entries