ZDJ.TO
BMO Dow Jones Industrial Average Hedged to CAD Index ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 433.4 M
ASSETS UNDER MGMT
23 bp
EXPENSES
Fund Basics
| Inception date | May 29, 2009 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | Yes |
| Fund of funds | Yes |
Top 10 Holdings
| GOLDMAN SACHS GROUP INC | 11.6 % |
| CATERPILLAR INC | 10.7 % |
| MICROSOFT CORP | 5.2 % |
| UNITEDHEALTH GROUP INC | 4.9 % |
| AMGEN INC | 4.1 % |
| VISA INC. CLASS A | 4.1 % |
| AMERICAN EXPRESS CO | 3.9 % |
| TRAVELERS COS INC/THE | 3.8 % |
| HOME DEPOT INC | 3.8 % |
| SHERWIN-WILLIAMS CO/THE | 3.7 % |
Constituent Breakdown
| Number of holdings | 31 |
| Herfindahl-Hirschman Index | 525 |
| Wgt avg mkt cap (mns) | $0 |
| Large cap (>$10bn) | 0.0% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 100.8% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 100.2 % |
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 | 5.2% | 18.2% | 12.8% | 13.8% | 6.6% | 9.6% | -- | 9.9% |
| Dividend Yield | 0.3% | 1.3% | 1.4% | 1.6% | 1.6% | 1.8% | -- | 2.3% |
| Total Returns | 5.6% | 19.5% | 14.2% | 15.3% | 8.2% | 11.4% | -- | 12.2% | Ann. Volatility | 14.2% | 12.4% | 14.8% | 13.4% | 14.8% | 17.9% | -- | 16.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.84 | 64% |
| MSCI EAFE | 0.60 | 53% |
| MSCI Emg Mkts | 0.37 | 35% |
Liquidity Measures
| Avg. volume (000) | 7 |
| ADV traded (mns) | $1 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $74.57 |
| Relative strength (RSI) | 61 |
| MACD/Signal | 0.80/0.70 |
| Bollinger Bands (Upper/Lower) | $76.60/$73.40 |
| 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. ZDJ.TO |
Expenses vs. ZDJ.TO |
ALTAR Score™ vs. ZDJ.TO |
|---|---|---|---|---|
| HBF.TO | Harvest US Equity Leaders Income ETF | 42.2% | +52 bp | -0.8% |
| DGR.TO | CI U.S. Quality Dividend Growth Index ETF | 33.4% | +12 bp | -1.0% |
| SMAX.TO | Hamilton U.S. Equity YIELD MAXIMIZER TM ETF | 31.3% | +42 bp | -2.4% |
| HPYE.TO | Harvest Premium Yield Enhanced ETF | 30.0% | +42 bp | -1.4% |
| FCRR.TO | Fidelity U.S. Dividend for Rising Rates ETF | 29.4% | +12 bp | +0.4% |
| ZUQ.TO | BMO MSCI USA High Quality Index ETF | 29.3% | +7 bp | -0.8% |
| TPU.TO | TD U.S. Equity Index ETF | 27.9% | -17 bp | -0.8% |
| ZSP.TO | BMO S&P 500 Index ETF | 26.7% | -15 bp | -0.8% |
| QUU.TO | Mackenzie US Large Cap Equity Index ETF | 26.6% | -17 bp | -0.8% |
| FLUS.TO | Franklin U.S. Large Cap Multifactor Index ETF | 26.5% | +5 bp | -0.4% |
Risk and Returns: ZDJ.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)
| 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 | ||||
| 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™
52nd
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. ZDJ.TO's ALTAR Score™ is approximately 0.1 standard
deviations above the category average. This places ZDJ.TO in the 52nd percentile
among funds in the category.
Sell-Side Consensus
$84.16
PRICE TARGET
+9.0%
UPSIDE