★ ZGRO · BMO GROWTH ETF · TICKER REVIEW

BMO's 80/20 — free at BMO IL.

ZGRO holds 80% global equities + 20% bonds at a 0.20% MER. Same allocation as XGRO and VGRO. Where ZGRO wins: BMO InvestorLine clients get every BMO ETF commission-free. If you hold your portfolio at BMO IL, ZGRO is effectively a 100% free 80/20 one-ticket.

PRICE$34.50CAD · TSX
5YR RETURN+44.2%Through today
★ 5-YEAR PRICE HISTORY ★

Live Yahoo Finance data

★ THE BMO INVESTORLINE EDGE

$0/trade on ZGRO. Forever.

BMO InvestorLine offers commission-free trading on 80+ BMO ETFs — including ZGRO. For a $500/month buy-and-hold accumulator over 30 years, that's ~$3,600 in saved commissions vs a broker charging $9.99/trade. Combined with ZGRO's 0.20% MER, the effective lifetime cost is among the lowest available.

ZGRO @ BMO IL$0 / trade
VGRO @ TD/RBC$9.95 / trade
XGRO @ Scotia$9.99 / trade
★ FINE PRINT ★

The numbers

MER0.20%Same as XGRO / VGRO
INCEPTIONFeb 2019One of first BMO one-tickets
EQUITY/BOND80/20Standard growth allocation
UNDERLYING FUNDS9 fundsMore granular than XGRO's 5
YIELD~2.0%Similar to XGRO
AUM$1.2BGrowing fast at BMO IL
9.2/10
FINAL VERDICT

Default 80/20 for BMO clients. Functionally identical otherwise.

If you bank with BMO and use BMO InvestorLine, ZGRO is the obvious choice — same allocation as XGRO/VGRO at the same 0.20% MER, but with zero commissions on every contribution. Outside the BMO ecosystem, XGRO and VGRO are equally good choices.