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ZHC ETF · BMO Human Capital Factor US Equity ETF
The ZHC Exchange Traded Fund (ETF) is provided by BMO. This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
Last update 3/11/2026, 1:30 PM UTC
LIVE
CLOSED
This fund is part ofUS Blended Cap1M perf.-3.01%
Last price
$34.55
1M perf.
-2.76%
1M flows
N/A
AuM
€1M
E/R
0.4%
Rating
Not rated
ESG Consensus®
ZHC
$34.55
Performance & flows
Segment for quartile rank
December 11, 2025 → March 11, 2026
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ZHC
$32.91
-4.07%
US Blended Cap
+1.64%
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -2.76%  | -4.07%  | N/A | N/A | N/A | -2.51% | -3.89% | -3.89% | |
| Flows |
Key fund info
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This ETF's jurisdiction country is not in your region (Europe and Middle East) ·
Main characteristics
More details
NAV
3/11/2026
$32.91
1D NAV change
-0.16%
Dividend policy
No. of holdings
131
Inception date
6/9/2025
Jurisdiction
Canada
Distribution
Canada
Legal structure
Open-end Fund
Base currency
CAD
Dividend distribution
Trailing 12-month distr. yield
Distribution frequency
Last distribution
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Classification
Investment strategy
The BMO Human Capital Factor US equity ETF seeks to provide long-term capital appreciation by investing U.S. equities that score highly in the management of human capital, which seeks to link company culture and equity performance in a quantifiable factor.
Tax optimisation
PEA
France
UK Reporting Status
United Kingdom
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Risk profile
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Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -4.07% | N/A | N/A | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
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Synthetic Risk and Reward Indicator (SRRI)
UCITS
N/A
PRIIPS
N/A
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Enterprise
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Countries
USA
98.64%
Unavailable
0.27%
Other
1.09%
Sectors
Information Technology
35.49%
Communication Services
11.40%
Consumer Discretionary
10.77%
Financials
10.51%
Health Care
9.41%
Industrials
7.98%
Consumer Staples
4.79%
Energy
3.22%
Unavailable
0.29%
Other
6.14%
Diversification
Total weight of top 15 holdings out of 131
Top 15 holdings
Data as of January 31, 2026
NVIDIA
APPLE
MICROSOFT-T
ALPHABET INC-CL
JPMORGAN CHASE
BOOKING HOLDINGS
META PLATFORMS
LILLY
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MASTERCARD
NIKE INC -CL
AIRBNB
BK OF AMERICA CO
JOHNSON&JOHNSON
GENERAL ELECTRIC
CATERPILLAR
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Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
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Integrates ESG criteria
Yes
SDG
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Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseIssuer
BMO
BMO ID Card
Number of funds
276
Total AuM
€115.83B
Expense ratio range
0.05% - 1.17%
Average expense ratio
0.4463%
Top 5 funds by BMO
| AuM | ||
|---|---|---|
ZSP | BMO S&P 500 Index ETF | €13.33B |
ZCN | BMO S&P/TSX Capped Composite Index ETF | €9.6B |
ZAG | BMO Aggregate Bond Index ETF | €7.74B |
ZEA | BMO MSCI EAFE Index ETF | €7.46B |
ZLB | BMO Low Volatility Canadian Equity ETF | €3.74B |
Frequently asked questions about ZHC
What does BMO Human Capital Factor US Equity ETF, ZHC, invest in?
ZHC is a Active ETF. This ETF provides exposure to Other US Equities.
What is the Total Expense ratio (TER) of ZHC?
ZHC carries a total expense ratio (TER) of 0.4%, indicating the annual cost for holding the fund.
When was ZHC launched?
ZHC was introduced to the market on June 9, 2025. It trades on Canada
Who is the ETF issuer of ZHC?
BMO Human Capital Factor US Equity ETF, ZHC, is provided by BMO. Learn more about BMO here.
What is the current assets under management (AUM) of ZHC?
ZHC oversees €1M in assets as of March 11, 2026.
How has ZHC performed lately?
Based on data from March 11, 2026, ZHC returned -2.76% over the past month, -4.07% over the last three months and -3.89% year-to-date.
Does ZHC distribute dividends?
ZHC follows a distributing dividend policy, meaning it pays out income to investors.
What are the main country or region exposures of ZHC?
As of January 31, 2026, ZHC has significant geographic allocations in USA.
In which sector or theme does ZHC invest in?
As of January 31, 2026, ZHC focuses largely on Information Technology, Communication Services and Consumer Discretionary.
How many securities does ZHC hold and how diversified is it?
As of January 31, 2026, ZHC holds 131 positions in its portfolio, with 59.57% of assets concentrated in its top 15 holdings.
What are the main positions in ZHC?
As of January 31, 2026, ZHC top three holdings include NVIDIA, APPLE and MICROSOFT-T.
What is the base currency of ZHC?
The base currency of ZHC is CAD.
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