A side-by-side comparison of Dynamic Active U.S. Dividend ETF (DXU) and BMO S&P 500 (ZSP) to help Canadian investors make an informed decision.
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1-Year Performance
Normalised to 100 at the start — shows relative return over the trailing 12 months.
Head-to-Head Comparison
| Metric | DXU | ZSP |
|---|---|---|
| YTD Return | +27.70%✓ | +11.96% |
| 1-Day Change | +3.71%✓ | +0.13% |
| 1-Week Change | +6.13%✓ | +1.39% |
| 1-Month Change | +13.37%✓ | +7.26% |
| Current Price | $89.11 | $115.42 |
| AUM | $95M | $23.82B✓ |
| MER (Expense Ratio) | 0% | 0% |
| Dividend Yield | — | 0.80% |
| Distribution Frequency | Annually | Quarterly |
| Inception Date | 2017-01-20 | 2012-11-14 |
| Holdings Count | 10 | 10 |
| MorningStar Rating | ★★★ | ★★★★ |
| Category | US Equity | US Equity |
| Beta | 1.25 | 0.98 |
| 52-Week High | $89.28 | $115.49 |
| 52-Week Low | $61.35 | $88.14 |
| 50-Day MA | $78.12 | $106.66 |
| 200-Day MA | $72.68 | $103.59 |
✓ marks the better value for return/yield/AUM metrics. Lower ✓ for MER.
Annualised Returns
| Period | DXU | ZSP |
|---|---|---|
| YTD | +27.70%✓ | +11.96% |
| 1 Year | +40.35%✓ | +30.25% |
| 3 Year | +26.84%✓ | +23.78% |
| 5 Year | +14.16% | +16.90%✓ |
| 10 Year | — | +15.82% |
| 1Y Volatility | 18.67% | 11.94% |
| Sharpe Ratio (3Y) | 1.27 | 1.55 |
Past performance is not a guarantee of future results.
Top 10 Holdings
| 1 | NVDA | NVIDIA Corporation | 7.77% |
| 2 | KEYS | Keysight Technologies Inc | 5.12% |
| 3 | FITB | Fifth Third Bancorp | 4.57% |
| 4 | USB | U.S. Bancorp | 4.52% |
| 5 | PNC | PNC Financial Services Group Inc | 4.41% |
| 6 | FIVE | Five Below Inc | 4.35% |
| 7 | TSM | Taiwan Semiconductor Manufacturing | 4.15% |
| 8 | VRT | Vertiv Holdings Co | 3.98% |
| 9 | HUBB | Hubbell Inc | 3.91% |
| 10 | GEV | GE Vernova LLC | 3.83% |
| 1 | NVDA | NVIDIA Corporation | 8.33% |
| 2 | AAPL | Apple Inc | 6.50% |
| 3 | MSFT | Microsoft Corporation | 5.16% |
| 4 | AMZN | Amazon.com Inc | 4.21% |
| 5 | GOOGL | Alphabet Inc Class A | 3.34% |
| 6 | AVGO | Broadcom Inc | 3.15% |
| 7 | GOOG | Alphabet Inc Class C | 2.66% |
| 8 | META | Meta Platforms Inc. | 2.40% |
| 9 | TSLA | Tesla Inc | 1.71% |
| 10 | BRK-B | Berkshire Hathaway Inc | 1.43% |
Sector Weights
| Sector | DXU | ZSP |
|---|---|---|
| Basic Materials | 6.53% | 1.79% |
| Communication Services | 2.98% | 11.19% |
| Consumer Cyclicals | 8.14% | 10.15% |
| Consumer Defensive | 0.00% | 4.86% |
| Energy | 2.00% | 3.46% |
| Financial Services | 15.47% | 11.69% |
| Healthcare | 4.97% | 8.38% |
| Industrials | 34.65% | 8.22% |
| Real Estate | 0.00% | 1.92% |
| Technology | 25.26% | 36.01% |
| Utilities | 0.00% | 2.31% |
About DXU
NA
About ZSP
BMO S&P 500 (ZSP.TO) is a Canadian-listed ETF traded on the Toronto Stock Exchange. More detailed information will be available soon.
Which ETF is Right for You?
Both DXU and ZSP are listed on Canadian exchanges and accessible through most Canadian brokerages including Questrade, Wealthsimple Trade, TD Direct, and Interactive Brokers.
DXU and ZSP are closely matched on the metrics we track. The right choice depends on your individual investment goals, tax situation, and time horizon.
- Consider your account type (TFSA, RRSP, non-registered) as it can affect dividend taxation.
- Compare management expense ratios (MER) directly on each provider's website.
- Look at average daily trading volume to assess liquidity.
- Review the fund's underlying index and holdings to ensure the exposure matches your goals.
This is not financial advice. Always do your own research or consult a licensed financial advisor before investing.
Frequently Asked Questions
What is the difference between DXU and ZSP?
DXU (Dynamic Active U.S. Dividend ETF) and ZSP (BMO S&P 500) are both Canadian-listed ETFs. Key differences include their AUM ($95M vs $23.82B), dividend yield (N/A vs 0.80%), and year-to-date performance (+27.70% vs +11.96%).
Is DXU better than ZSP?
There is no single "better" ETF — it depends on your investment goals. If you prioritise recent performance, DXU has outperformed year-to-date. Always review the fund's prospectus and consider your tax situation.
Can I buy DXU and ZSP on Wealthsimple?
Most Canadian-listed ETFs are available on Wealthsimple Trade commission-free. Both DXU and ZSP should be accessible. Check Wealthsimple's supported tickers list to confirm availability.
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