ESGE.TO
BMO MSCI EAFE Selection Equity Index ETF
International
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 120.0 M
ASSETS UNDER MGMT
25 bp
EXPENSES
Fund Basics
| Inception date | Jan 16, 2020 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| ASML HOLDING NV | 5.4 % |
| HSBC HOLDINGS PLC | 2.8 % |
| ASTRAZENECA PLC | 2.6 % |
| NOVARTIS AG | 2.6 % |
| TOTAL SA | 1.7 % |
| SCHNEIDER ELECTRIC SA | 1.5 % |
| ABB LTD. | 1.5 % |
| NOVO NORDISK A/S-B | 1.4 % |
| TOKYO ELECTRON LTD | 1.3 % |
| IBERDROLA SA | 1.3 % |
Constituent Breakdown
| Number of holdings | 359 |
| Herfindahl-Hirschman Index | 100 |
| Wgt avg mkt cap (mns) | $102,479 |
| Large cap (>$10bn) | 90.6% |
| Mid cap ($2-10bn) | 5.4% |
| Small cap (<$2bn) | 0.1% |
| Developed mkts. | 96.7% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
JAPAN | 26.0 % |
 |
FRANCE | 12.1 % |
 |
BRITAIN | 11.6 % |
 |
SWITZERLAND | 9.2 % |
 |
NETHERLANDS | 8.2 % |
 |
AUSTRALIA | 4.9 % |
 |
GERMANY | 4.1 % |
 |
SWEDEN | 3.7 % |
 |
ITALY | 2.9 % |
 |
DENMARK | 2.9 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 8.6% | 18.0% | 11.4% | 12.4% | 6.7% | -- | -- | 6.9% |
| Dividend Yield | 0.5% | 2.5% | 3.8% | 4.8% | 5.3% | -- | -- | 5.2% |
| Total Returns | 9.1% | 20.5% | 15.3% | 17.2% | 12.0% | -- | -- | 12.1% | Ann. Volatility | 18.6% | 14.3% | 15.7% | 13.9% | 14.0% | -- | -- | 16.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.83 | 46% |
| MSCI EAFE | 0.83 | 76% |
| MSCI Emg Mkts | 0.52 | 52% |
Liquidity Measures
| Avg. volume (000) | 1 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $42.49 |
| Relative strength (RSI) | 57 |
| MACD/Signal | 0.47/0.39 |
| Bollinger Bands (Upper/Lower) | $44.02/$41.24 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. ESGE.TO |
Expenses vs. ESGE.TO |
ALTAR Score™ vs. ESGE.TO |
|---|---|---|---|---|
| XDSR.TO | iShares ESG Advanced MSCI EAFE Index ETF | 60.6% | +3 bp | -0.4% |
| XSEA.TO | iShares ESG Aware MSCI EAFE Index ETF | 55.5% | +3 bp | +0.4% |
| IICE.TO | Invesco S&P International Developed ESG Index ETF | 55.3% | 0 bp | +0.5% |
| DRMD.TO | Desjardins RI Developed ex-USA ex-Canada - Net-Zero Emission | 52.1% | 0 bp | +0.7% |
| CIEI.TO | CIBC MSCI EAFE Equity Index ETF | 47.6% | -9 bp | +0.6% |
| ZEA.TO | BMO MSCI EAFE Index ETF | 47.0% | -5 bp | +0.6% |
| DMEI.TO | Desjardins International Equity Index ETF | 46.3% | -5 bp | +0.7% |
| TPE.TO | TD International Equity Index ETF | 46.2% | -8 bp | +0.7% |
| QDX.TO | Mackenzie International Equity Index ETF | 45.9% | -8 bp | +0.7% |
| RQIN.TO | Russell Investments Multi-Factor International Equity Pool | 44.0% | +5 bp | +1.2% |
Risk and Returns: ESGE.TO vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (CAD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
5.4%
ALTAR SCORE™
33rd
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 415 funds in the International Equity category with an average
ALTAR Score™ of 6.1% and a standard deviation
of 1.6%. ESGE.TO's ALTAR Score™ is approximately -0.4 standard
deviations above the category average. This places ESGE.TO in the 33rd percentile
among funds in the category.
Sell-Side Consensus
$47.8
PRICE TARGET
+9.3%
UPSIDE