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BMO Low Volatility US Equity ETFZLU.TOBUYMar 23, 2015Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
Underperformed the last couple of years. Low volatility was all the rage when we had some corrections. We might have some more corrective action in US stocks, Warren Buffett has a massive cash hoard, Stanley Druckenmiller's calling for 0% growth in US stocks for 10 years. Volatility is tempered with ZLU -- it will go down less in a correction, but up less too. You might decide to stick with this for the long term.
No tech stocks, but low volatility with McDonald's and Waste Management. Utilities that pay dividends. Good for waiting and seeing how trade headlines plays out.
Beta is market risk. The market has a beta of 1.0. ZLU-T has been designed to have lower market volatility. It does not participate necessarily in strong increases in the marketplace. It can, however, sometimes outperform a bull market. The healthcare sector has recently caused it to outperform.