BMO Conservative ETF (ZCON)

BMO Conservative ETF (ZCON $35.87)
- $35.87 Fwd P/E: 27.39X Cap: $43M
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Vanguard Conservative ETF Portfolio (VCNS $29.96)
- $29.96 Fwd P/E: 20.35X Cap: $516M
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Vanguard Balanced ETF Portfolio (VBAL $34.34)
- $34.34 Fwd P/E: 20.32X Cap: $3.10B
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Global X Balanced Asset Allocation ETF (HBAL $16.24)
- $16.24 Fwd P/E: 15.18X Cap: $158M
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Global X Conservative Asset Allocation ETF (HCON $14.15)
- $14.15 Fwd P/E: 15.18X Cap: $49M
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iShares Core Balanced ETF Portfolio (XBAL $31.11)
- $31.11 Fwd P/E: 12.87X Cap: $1.46B
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BMO Balanced ETF (ZBAL $41.51)
- $41.51 Fwd P/E: 27.14X Cap: $225M
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BMO Conservative ETF (ZCON $35.87)
- $35.87 Fwd P/E: 27.39X Cap: $43M
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iShares Core Conservative Balanced ETF Portfolio (XCNS $24.05)
- $24.05 Fwd P/E: 13.27X Cap: $214M
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Q: Seeking an conservative - balanced ETF portfolio of $800,000 new money in Canadian Dollars.
Could I have your opinion and thanks for your service.
Rick

Read Answer Asked by Rick on June 30, 2025

Invesco Low Volatility Portfolio ETF (PLV $26.08)
- $26.08 Fwd P/E: 16.64X Cap: $17M
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Vanguard Conservative ETF Portfolio (VCNS $29.96)
- $29.96 Fwd P/E: 20.35X Cap: $516M
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Vanguard Conservative Income ETF Portfolio (VCIP $26.22)
- $26.22 Fwd P/E: 21.9X Cap: $217M
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BMO Conservative ETF (ZCON $35.87)
- $35.87 Fwd P/E: 27.39X Cap: $43M
- View ZCON Profile
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Vanguard Retirement Income ETF Portfolio (VRIF $25.44)
- $25.44 Fwd P/E: 19.03X Cap: $306M
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Q: I am interested in an 'all-in-one' diversified ETF to provide regular (quarterly/monthly) income such as VCIP, that best meets the following criteria:
1) Fairly conservative
2) As tax-advantaged as possible as it will be held in a non-registered account
3) Yield that can reasonably be expected to outpace inflation over time
4) MER<0.4

The rest of the investment portfolio is well diversified across geography, market cap, and sector, achieved with a few broad market index ETFs.

Read Answer Asked by Walter on April 16, 2021