BMO Low Volatility US Equity ETF

ZLU-T

Analysis and Opinions about ZLU-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 29, 2016

(A Top Pick Feb 18/15. Up 16.79%.) Has a lot of US retail, consumer durables, healthcare, etc. A domestically oriented low beta ETF. A part of the US economy that will do reasonably well and not be affected by the high US$.

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(A Top Pick Feb 18/15. Up 16.79%.) Has a lot of US retail, consumer durables, healthcare, etc. A domestically oriented low beta ETF. A part of the US economy that will do reasonably well and not be affected by the high US$.

TOP PICK
TOP PICK
December 4, 2015

Expense ratio is quite reasonable at 3.4%. It owns 26% utilities, 26% consumer staples, 19% healthcare and 11% consumer discretionary. Has a good distribution within the US economy. These are low volatility stocks.

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Expense ratio is quite reasonable at 3.4%. It owns 26% utilities, 26% consumer staples, 19% healthcare and 11% consumer discretionary. Has a good distribution within the US economy. These are low volatility stocks.

COMMENT
COMMENT
September 23, 2015

This has very low volume and volume is very important. Technically ETF providers will tell you that the underlying benchmark or Index is key as to whether you can get liquidity in the market, from the standpoint of being able to redeem or create, but we are not in that market, so the next is the secondary market. He doesn’t Buy ETF’s that don’t trade actively every day.

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This has very low volume and volume is very important. Technically ETF providers will tell you that the underlying benchmark or Index is key as to whether you can get liquidity in the market, from the standpoint of being able to redeem or create, but we are not in that market, so the next is the secondary market. He doesn’t Buy ETF’s that don’t trade actively every day.

BUY
BUY
September 4, 2015

Has $41,000. 3 ETF’s for growth and dividends to put into a TFSA account? This is a low volatility one from the US that he would suggest. Their concept on this is that you are buying stocks that have low beta.

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Has $41,000. 3 ETF’s for growth and dividends to put into a TFSA account? This is a low volatility one from the US that he would suggest. Their concept on this is that you are buying stocks that have low beta.

TOP PICK
TOP PICK
July 31, 2015

This is a way to participate in a broad base. Their beta is .76. It has 25% utilities, 25% consumer staples, 20% in healthcare and 10.9% in consumer discretionary. These are companies that are not particularly multinationals, which is what he wants. Feels the high US$ has hurt some of the big multinationals. These tend to be more domestic.

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This is a way to participate in a broad base. Their beta is .76. It has 25% utilities, 25% consumer staples, 20% in healthcare and 10.9% in consumer discretionary. These are companies that are not particularly multinationals, which is what he wants. Feels the high US$ has hurt some of the big multinationals. These tend to be more domestic.

COMMENT
COMMENT
June 29, 2015

Low volatility stocks have not done as well as some of the higher volatility stocks, which would typically be your momentum plays. Low volatility products have tended to underperform, which may continue for awhile. Until we get higher rates and more volatility that is when you want to be in this type of product.

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Low volatility stocks have not done as well as some of the higher volatility stocks, which would typically be your momentum plays. Low volatility products have tended to underperform, which may continue for awhile. Until we get higher rates and more volatility that is when you want to be in this type of product.

TOP PICK
TOP PICK
May 22, 2015

Hasn’t done much recently, and is probably in a Buy range. They hold 25% utilities, 25% consumer staples, 20% healthcare and 12% consumer discretionary, so these are broad-based US companies towards the consumer side. Focused somewhat away from multinationals. Still thinks the US$ will continue to be strong. Good diversification.

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Hasn’t done much recently, and is probably in a Buy range. They hold 25% utilities, 25% consumer staples, 20% healthcare and 12% consumer discretionary, so these are broad-based US companies towards the consumer side. Focused somewhat away from multinationals. Still thinks the US$ will continue to be strong. Good diversification.

HOLD
HOLD
April 15, 2015

This has been down 3 straight sessions, and today’s drop was a fair size. This is US stocks denominated. It works against you if the Cdn$ rallies to the US$. The dollar has gone from $1.27 to $1.23, which makes up a big chunk of the reversal of this ETF. Nothing wrong with the name and he thinks it is a terrific name. He wouldn’t get concerned with any short-term moves.

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This has been down 3 straight sessions, and today’s drop was a fair size. This is US stocks denominated. It works against you if the Cdn$ rallies to the US$. The dollar has gone from $1.27 to $1.23, which makes up a big chunk of the reversal of this ETF. Nothing wrong with the name and he thinks it is a terrific name. He wouldn’t get concerned with any short-term moves.

BUY
BUY
April 10, 2015

Although this is a US ETF, you buy it in Cdn$. This is a broad-based ETF of US domestically oriented stocks. It diversifies you out of Canada, but he sees the US economy outperforming the Canadian one.

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Although this is a US ETF, you buy it in Cdn$. This is a broad-based ETF of US domestically oriented stocks. It diversifies you out of Canada, but he sees the US economy outperforming the Canadian one.

BUY
BUY
March 23, 2015

Beta is market risk. The market has a beta of 1.0. ZLU-T has been designed to have lower market volatility. It does not participate necessarily in strong increases in the marketplace. It can, however, sometimes outperform a bull market. The healthcare sector has recently caused it to outperform.

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Beta is market risk. The market has a beta of 1.0. ZLU-T has been designed to have lower market volatility. It does not participate necessarily in strong increases in the marketplace. It can, however, sometimes outperform a bull market. The healthcare sector has recently caused it to outperform.

COMMENT
COMMENT
March 17, 2015

These products are promoted as not having as much upside in a bull market, but will limit the downside if the market turns negative. He tends to not use low volatility products, but he is starting to reconsider his position. This is a value proposition that is worth exploring, especially if you would find comfort in any kind of a potential of a downturn.

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These products are promoted as not having as much upside in a bull market, but will limit the downside if the market turns negative. He tends to not use low volatility products, but he is starting to reconsider his position. This is a value proposition that is worth exploring, especially if you would find comfort in any kind of a potential of a downturn.

TOP PICK
TOP PICK
February 18, 2015

These are companies that are low and steady. There are about 100 securities in this and it is very diversified. He compared the performance of this with the S&P, and has found that it has outperformed it. One of the concerns he has about getting too close to the big cap US stocks, is that a lot of the internationals are not doing that well. Dividend yield of 1.29%.

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These are companies that are low and steady. There are about 100 securities in this and it is very diversified. He compared the performance of this with the S&P, and has found that it has outperformed it. One of the concerns he has about getting too close to the big cap US stocks, is that a lot of the internationals are not doing that well. Dividend yield of 1.29%.

PARTIAL SELL
PARTIAL SELL
January 21, 2015

Has done very well, but you have to think about the US dollar being high and expect more and more companies to have earnings disappointments. Forget currency hedging.

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Has done very well, but you have to think about the US dollar being high and expect more and more companies to have earnings disappointments. Forget currency hedging.

BUY
BUY
January 15, 2015

It makes a lot of sense to have this in every portfolio. You can’t go wrong here. Great product.

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It makes a lot of sense to have this in every portfolio. You can’t go wrong here. Great product.

COMMENT
COMMENT
December 30, 2014

If you believe that oil is on sale, is there an ETF, US or Canadian, that has been beaten down worse than the others, and is this an opportunity? There are a couple that you could look at. iShares S&P/TSX Capped Energy (XEG-T) and BMO S&P/TSX Oil and Gas (ZEO-T). These are very similar, so either one. On the other hand, you could go into the US and pick up this one, which has not been slaughtered quite as badly as the Canadian stuff.

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If you believe that oil is on sale, is there an ETF, US or Canadian, that has been beaten down worse than the others, and is this an opportunity? There are a couple that you could look at. iShares S&P/TSX Capped Energy (XEG-T) and BMO S&P/TSX Oil and Gas (ZEO-T). These are very similar, so either one. On the other hand, you could go into the US and pick up this one, which has not been slaughtered quite as badly as the Canadian stuff.

John Hood

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Price
$23.500
Owned
Unknown
COMMENT
COMMENT
December 30, 2014

ETF Cdn$ Hedged, low volatility with US based companies? Both iShares (iShares MSCI Cdn Min Volatility (XMV-T)) and Bank of Montréal (BMO Low Volatility US (ZLU-T)) have them. For someone shy of volatility, either of these are very good choices.

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ETF Cdn$ Hedged, low volatility with US based companies? Both iShares (iShares MSCI Cdn Min Volatility (XMV-T)) and Bank of Montréal (BMO Low Volatility US (ZLU-T)) have them. For someone shy of volatility, either of these are very good choices.

John Hood

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Price
$23.500
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 26, 2013

Low beta ETF. These ETFs have been all the rage and have been fantastic in difficult markets. Things are changing right now. Thinks they should come out with high volatility ETFs. Everyone should have one low volatility ETF. There’s a place for this. These are defensive if market turns down.

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Low beta ETF. These ETFs have been all the rage and have been fantastic in difficult markets. Things are changing right now. Thinks they should come out with high volatility ETFs. Everyone should have one low volatility ETF. There’s a place for this. These are defensive if market turns down.

COMMENT
COMMENT
September 9, 2013

His general view on low volatility ETFs is that most people don’t need them. If you are a young person who can handle market levels of volatility, you don’t need this. This was designed for people who want to get exposed to the stock market, but don’t think they could stomach the roller coaster of a ride if they think the market is going to be particularly volatile.

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His general view on low volatility ETFs is that most people don’t need them. If you are a young person who can handle market levels of volatility, you don’t need this. This was designed for people who want to get exposed to the stock market, but don’t think they could stomach the roller coaster of a ride if they think the market is going to be particularly volatile.

COMMENT
COMMENT
July 4, 2013

Trading volume is very low and sometimes nil. Should I be concerned? Most people these days are not concerned about low volatility but if volatility returned, a low volatility product would work well. Most people, including himself, are comfortable with where they are in the US market right now. You should be fine.

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Trading volume is very low and sometimes nil. Should I be concerned? Most people these days are not concerned about low volatility but if volatility returned, a low volatility product would work well. Most people, including himself, are comfortable with where they are in the US market right now. You should be fine.

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