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ESGY ETF · BMO MSCI USA ESG Leaders Index ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +9.28%  | +1.24%  | +32.39% | +82.44%  | +98.49% | +8.47% | +8.47% | +3.29% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +1.24%  | +32.39% | +82.44% | +98.49% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about ESGY ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
ESGY’s has a Final Sustainability Grade of either A+, A, or A-.
Replication
Issuer
| AuM | ||
|---|---|---|
ZSP | BMO S&P 500 Index ETF | €13.91B |
ZCN | BMO S&P/TSX Capped Composite Index ETF | €9.9B |
ZAG | BMO Aggregate Bond Index ETF | €7.69B |
ZEA | BMO MSCI EAFE Index ETF | €7.58B |
ZLB | BMO Low Volatility Canadian Equity ETF | €3.73B |
Frequently asked questions about ESGY
What does BMO MSCI USA ESG Leaders Index ETF, ESGY, invest in?
ESGY is a Passive ETF. This ETF provides exposure to Large and Mid-Cap US Equities.
Which benchmark or index does ESGY replicate?
ESGY tracks the MSCI USA Selection NTR Index - CAD, through a full replication replication method.
What is the Total Expense ratio (TER) of ESGY?
ESGY carries a total expense ratio (TER) of 0.23%, indicating the annual cost for holding the fund.
When was ESGY launched?
ESGY was introduced to the market on January 24, 2020. It trades on Canada
Who is the ETF issuer of ESGY?
BMO MSCI USA ESG Leaders Index ETF, ESGY, is provided by BMO. Learn more about BMO here.
What is the current assets under management (AUM) of ESGY?
ESGY oversees €113M in assets as of April 24, 2026.
How has ESGY performed lately?
Based on data from April 24, 2026, ESGY returned 9.28% over the past month, 1.24% over the last three months and 3.29% year-to-date.
What are the latest inflows or outflows for ESGY?
As of April 24, 2026, ESGY recorded net flows of +€157K over the last month and +€2.2M year-to-date.
Does ESGY distribute dividends?
ESGY follows a distributing dividend policy, meaning it pays out income to investors. As of April 24, 2026, its 12-month trailing yield was 0.65%.
What are the main country or region exposures of ESGY?
As of March 31, 2026, ESGY has significant geographic allocations in USA and Ireland.
In which sector or theme does ESGY invest in?
As of March 31, 2026, ESGY focuses largely on Information Technology, Communication Services and Health Care.
How many securities does ESGY hold and how diversified is it?
As of March 31, 2026, ESGY holds 259 positions in its portfolio, with 51.37% of assets concentrated in its top 15 holdings.
What are the main positions in ESGY?
As of March 31, 2026, ESGY top three holdings include NVIDIA, MICROSOFT-T and ALPHABET INC-CL.
What is the base currency of ESGY?
The base currency of ESGY is CAD.
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In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.
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