We Know ETFs

BMO Exchange Traded Funds was one of the first ETF issuers in 2009 and it has become the second largest ETF provider in Canada¹. Investors continue to choose BMO ETFs because of our commitment to deliver award winning innovation and education² to help build better portfolios.

	Gathered over $97 billion in AUM¹
	Largest fixed income suite in Canada¹
	Canadian covered call provider based on AUM¹
	of Canadian ETF market share¹
	BMO Global Asset Management has been a UN PRI signatory since 2006³
	Awards won by BMO ETFs²

Canadian ETF Landscape¹

Proven results: • $97.5B in AUM1 • 23.5% Market share1 • 180+ ETFs

Innovative Solutions

We listen and stand at the forefront of recognizing our clients needs and have launched innovative products such as our Covered Call, Preferred share and Structured Outcome ETFs.

Largest provider of Covered Call ETFs in Canada⁵

*as compared to an investment that generates an equivalent amount of interest income

Factor ETFs

ETFs that deliver factor exposures combined with effective portfolio construction.

“Largest Provider of Factor ETFs in Canada⁵″

Comprehensive Fixed Income

ETFs that cover broad market, targeted and non-traditional exposures.

“BMO is the only provider to split the entire fixed income spectrum by term and credit in Canada⁶″

ZCS, ZCM, ZLC, ZPS, ZMP, ZPL, ZFS, ZFM, ZFL

Efficient Broad Market

We are committed to providing an efficient suite of core solutions that represent the right indices with extremely competitive ETF pricing, which are some of the largest and most liquid ETFs in Canada.⁷

“The largest U.S. ETF in Canada is the BMO S&P 500 Index ETF (ZSP) at $12B⁷″

ETF Ticker	Name	Management Fee	Assets Under Management ($B)
ZSP	BMO S&P 500 Index ETF	0.08%	$12.23
ZCN	BMO S&P/TSX Capped Composite Index ETF	0.05%	$7.30
ZAG	BMO Aggregate Bond Index ETF	0.08%	$6.60
ZEA	BMO MSCI EAFE Index ETF	0.20%	$6.50
ZEM	BMO MSCI Emerging Markets Index ETF	0.25%	$1.23

Source: BMO ETFs, December 29, 2023.

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¹ Source: National Bank Report, January 3, 2024.

² Source: Fund Grade Awards 2023, Lipper Awards 2023.

³ Source: PRI 2023 Assessment Report.

⁴ Source: BMO ETFs, December 31, 2023.

⁵ Source: National Bank, January 3, 2024.

⁶ Based on a internal review of the product shelf of other competitors. This data is subject to change at anytime.

⁷ Source: BMO ETFs, December 29, 2023.

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.

The ETF referred to herein is not sponsored, endorsed, or promoted by MSCI and MSCI bears no liability with respect to the ETF or any index on which such ETF is based. The ETF’s prospectus contains a more detailed description of the limited relationship MSCI has with the Manager and any related ETF.

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.

BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate.

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