Stockchase Opinions

The Panic-Proof Portfolio (Stockchase Research) BMO Low Volatility US Equity ETF (US dollars) ZLU.U-T TOP PICK Sep 30, 2025

Stockchase Research Editor: Michael O'Reilly

We reiterate this BMO ETF, which focuses on US equities that demonstrate lower volatility over time, as a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  As it trades in US dollars, it will see further gains if the US dollar continues to weaken.  We recommend trailing up the stop (from $34) to $41, looking to achieve $51 -- upside potential of 18%.  Yield 1.9%

$43.100

Stock price when the opinion was issued

E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

This BMO ETF, which focuses on US equities that demonstrate lower volatility over time, is a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  As it trades in US dollars, it will see further gains if the US dollar continues to weaken.  We recommend setting a stop-loss at $34, looking to achieve $49 -- upside potential of 18%.  Yield 1.9%