A side-by-side comparison of BMO Global Consumer Staples Hedged (STPL) and BMO Covered Call Utilities ETF (ZWU) 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 | STPL | ZWU |
|---|---|---|
| YTD Return | +0.88% | +7.30%✓ |
| 1-Day Change | -0.62% | +0.76%✓ |
| 1-Week Change | -2.63% | -2.22%✓ |
| 1-Month Change | -1.76%✓ | -0.58% |
| Current Price | $24.06 | $11.90 |
| AUM | $34M | $2.17B✓ |
| MER (Expense Ratio) | 0%✓ | 0.65% |
| Dividend Yield | 2.14% | 7.02%✓ |
| Distribution Frequency | Quarterly | Monthly |
| Inception Date | 2017-04-03 | 2011-10-20 |
| Holdings Count | 10 | 10 |
| MorningStar Rating | — | — |
| Category | Sector Equity | Sector Equity |
| Beta | 0.38 | 0.32 |
| 52-Week High | $26.67 | $12.16 |
| 52-Week Low | $23.21 | $10.11 |
| 50-Day MA | $24.41 | $11.96 |
| 200-Day MA | $24.55 | $11.57 |
✓ marks the better value for return/yield/AUM metrics. Lower ✓ for MER.
Annualised Returns
| Period | STPL | ZWU |
|---|---|---|
| YTD | +0.88% | +7.30%✓ |
| 1 Year | -0.41% | +15.86%✓ |
| 3 Year | +3.41% | +11.28%✓ |
| 5 Year | +3.49% | +6.62%✓ |
| 10 Year | — | +6.25% |
| 1Y Volatility | 15.46% | 8.53% |
| Sharpe Ratio (3Y) | 0.03 | 0.76 |
Past performance is not a guarantee of future results.
Top 10 Holdings
| 1 | PG | Procter & Gamble Company | 9.54% |
| 2 | KO | The Coca-Cola Company | 8.50% |
| 3 | NESN | Nestle S.A. | 7.14% |
| 4 | PM | Philip Morris International Inc | 7.03% |
| 5 | PEP | PepsiCo Inc | 5.90% |
| 6 | ULVR | Unilever PLC | 3.38% |
| 7 | BATS | British American Tobacco PLC | 3.35% |
| 8 | MO | Altria Group | 3.19% |
| 9 | CVS | CVS Health Corp | 2.90% |
| 10 | MCK | McKesson Corporation | 2.82% |
| 1 | TRP | TC Energy Corp | 5.22% |
| 2 | H | Hydro One Ltd | 5.20% |
| 3 | FTS | Fortis Inc | 5.12% |
| 4 | ZUT | BMO Equal Weight Utilities Index ETF | 5.07% |
| 5 | ENB | Enbridge Inc | 5.00% |
| 6 | VZ | Verizon Communications Inc | 4.71% |
| 7 | PPL | Pembina Pipeline Corp | 4.63% |
| 8 | T | AT&T Inc. | 4.61% |
| 9 | WMB | Williams Companies Inc | 4.59% |
| 10 | EMA | Emera Inc. | 4.12% |
Sector Weights
| Sector | STPL | ZWU |
|---|---|---|
| Basic Materials | 1.88% | 0.00% |
| Communication Services | 0.00% | 21.56% |
| Consumer Cyclicals | 0.91% | 0.00% |
| Consumer Defensive | 89.17% | 0.00% |
| Energy | 0.00% | 26.64% |
| Financial Services | 0.00% | 0.00% |
| Healthcare | 7.90% | 0.00% |
| Industrials | 0.14% | 0.00% |
| Real Estate | 0.00% | 0.00% |
| Technology | 0.00% | 0.00% |
| Utilities | 0.00% | 51.80% |
About STPL
NA
About ZWU
BMO Covered Call Utilities ETF (ZWU.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 STPL and ZWU are listed on Canadian exchanges and accessible through most Canadian brokerages including Questrade, Wealthsimple Trade, TD Direct, and Interactive Brokers.
Based on the available data, ZWU scores higher across our tracked metrics including YTD performance, dividend yield, and AUM — though both ETFs warrant individual research before investing.
- 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 STPL and ZWU?
STPL (BMO Global Consumer Staples Hedged) and ZWU (BMO Covered Call Utilities ETF) are both Canadian-listed ETFs. Key differences include their AUM ($34M vs $2.17B), dividend yield (2.14% vs 7.02%), and year-to-date performance (+0.88% vs +7.30%).
Is STPL better than ZWU?
There is no single "better" ETF — it depends on your investment goals. If you prioritise dividends, compare both yields and choose based on your income needs. Always review the fund's prospectus and consider your tax situation.
Can I buy STPL and ZWU on Wealthsimple?
Most Canadian-listed ETFs are available on Wealthsimple Trade commission-free. Both STPL and ZWU should be accessible. Check Wealthsimple's supported tickers list to confirm availability.
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