Index ETFs

The power of Index Investing with BMO ETFs
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Canadian investors are using ZSP over any other ETF for exposure to the S&P 500 index1

Institutional investors, investment advisors and DIY investors have all been trusting ZSP with their investment dollars since 2012.

ETFs make sense for index investing

ETFs provide instant access to a portfolio of stocks to an investor in a single, cost-efficient trade. For an investor to own the entire index would require institutional level trading systems and expertise.

To accomplish this, an investor would have to buy 500 stocks at a time, and then as the market moves, they would have to constantly rebalance those 500 stocks several times a year.

ZSP simplifies this process by aiming to provide instant access to the 500 stocks in the index in a very easy and low-cost way.

Why ZSP for exposure to the S&P 500?

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$11Bn
ZSP is the largest S&P 500 ETF listed in Canada with $11 billion in assets1
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+500K
ZSP is one of the most liquid ETFs in Canada with +500,000k shares traded daily2
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11+ yrs

Track record of 11+ years
0.09%

Cost efficient– MER of 0.09%

Canadian investors are choosing BMO ETFs

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Building ETFs since 2009

BMO ETFs was one of the first asset managers to bring ETFs to Canadian investors and has since had a huge impact on the ETF landscape.

BMO ETFs has helped transform the Canadian ETF marketplace by providing a variety of ETF strategies to investors.

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Trusted by Canadian investors

Canadian investors have trusted over $90 billion of their investment dollars to BMO ETFs over 14 years, demonstrating our reliability, sustainability, and commitment to the ETF industry and investors.3

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Commitment to responsible investing

BMO ETFs has a strong active ownership record.

We are committed to voting proxies on behalf of our investors with a responsible investing lens, with the goal of improving the long-term value of the companies within our ETFs.4, 5

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Providing investment education

We are passionate about keeping our investors informed.

We have built out resources to provide the tools and education to investors need to confidently manage their ETF portfolios.

BMO provides 3 currency options to Canadian investors for access to the S&P 500

The S&P 500 Index is a group of the largest 500 stocks trading in the U.S. and is one of the most recognized proxies to represent the U.S. equity market. The index covers approximately 80% of all available market capitalization in the U.S. stock market. The index is market cap weighted and its constituents are subject to profitability screens.6

BMO S&P 500 Index ETF - ZSP

Exposure to U.S. dollar (base currency is CAD)

Learn more about ZSP

BMO S&P 500 Hedged to CAD Index ETF - ZUE

Mitigates currency impacts
Learn more about ZUE

BMO S&P 500 Index ETF (USD Units) - ZSP.U

Trade in U.S. dollars (bought and sold in USD)
Learn more about ZSP.U

Get started

You can purchase BMO ETFs through your direct investing account with your online broker, or through your investment advisor.
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Index ETF FAQs

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Sources

Footnotes

1 BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.↩

2 Bloomberg, November 30, 2023.↩

3 BMO ETFs, November 2023. ↩

4 BMO Global Asset Management, November 2023.↩

5 BMO GAM, Responsible Investment Team, October 2023.↩

6 S&P Global Indices, November 2023.↩

Disclaimers

The Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by the Manager. S&P®, S&P 500®, US 500, The 500, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”), and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by the Manager. The ETF is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the Index. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETF’s prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

 

BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal.

 

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.