BMO Long Competition

ZPL Etf

CAD 11.90 0.16 1.36%

Peers for BMO Long Provincial include BMO Short, BMO Short, RBC Short, IShares Canadian, and First Asset and others in the group. Cash flow yield for BMO Long versus peers shows which firms turn revenue into real cash most effectively.

Correlation: BMO Long vs BMO All Overview

Very poor diversification

For the present investment horizon, the measured correlation between BMO Long and BMO All stands at 0.82, or Very poor diversification. A 0.82 reading means BMO Long and BMO All have substantial price overlap, limiting diversification benefit.

Moving together with BMO Etf

0.94	ZFL	BMO Long Federal	Pair Corr
0.99	XLB	iShares Core Canadian	Pair Corr
0.97	ZLC	BMO Long Corporate	Pair Corr
0.99	VLB	Vanguard Canadian Long	Pair Corr

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Statistical evidence for mean reversion in BMO Long's can be observed through its tendency to revert after extreme valuations. Investors who believe in mean reversion view BMO Long's price extremes as temporary dislocations that may self-correct. Valuation-driven investors use mean reversion to time BMO Long's investments around historical valuation multiples. Historical data for BMO Long shows that extreme valuations have tended to normalize over multi-year periods.

Hype

Prediction

Low	Estimated	High
11.34	11.90	12.46

Details

Intrinsic

Valuation

Low	Real	High
11.38	11.94	12.50

Details

Assessing BMO Long's competitive position relative to sector peers reveals where the company stands in its industry. BMO Long's current valuation may reflect market-wide multiple expansion rather than genuine competitive edge. Competitive analysis of BMO Long involves measuring BMO Long's position against direct competitors. Investment merit for BMO Long is best assessed through the lens of competitive peer performance.

BMO Long Competition Correlation Matrix

Correlation analysis between BMO Long Provincial and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. The current classification points to the Canadian Long Term Fixed Income category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.29	0.13	0.47	-0.17	0.33	0.19	0.41	-0.2	-0.3	META
MSFT	0.29		0.85	0.32	-0.93	0.84	0.96	0.67	-0.9	-0.96	MSFT
UBER	0.13	0.85		0.24	-0.91	0.8	0.84	0.54	-0.8	-0.82	UBER
F	0.47	0.32	0.24		-0.33	0.66	0.21	0.6	-0.01	-0.43	F
T	-0.17	-0.93	-0.91	-0.33		-0.85	-0.87	-0.57	0.87	0.89	T
A	0.33	0.84	0.8	0.66	-0.85		0.79	0.82	-0.65	-0.89	A
CRM	0.19	0.96	0.84	0.21	-0.87	0.79		0.69	-0.89	-0.95	CRM
JPM	0.41	0.67	0.54	0.6	-0.57	0.82	0.69		-0.45	-0.76	JPM
MRK	-0.2	-0.9	-0.8	-0.01	0.87	-0.65	-0.89	-0.45		0.83	MRK
XOM	-0.3	-0.96	-0.82	-0.43	0.89	-0.89	-0.95	-0.76	0.83		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

CRM	+ 0.96	MSFT
XOM	+ 0.89	T
MRK	+ 0.87	T
UBER	+ 0.85	MSFT
A	+ 0.84	MSFT
CRM	+ 0.84	UBER

High negative correlations

XOM	- 0.96	MSFT
XOM	- 0.95	CRM
T	- 0.93	MSFT
T	- 0.91	UBER
MRK	- 0.9	MSFT
MRK	- 0.89	CRM

BMO Long Competition Risk-Adjusted Indicators

Headline performance for BMO Etf may not fully reflect how the business compares across its competitive set. Risk-adjusted metrics help compare BMO Long's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.49	-0.10	0.00	-0.16	0.00	0.00	2.33	-2.82	14.24
MSFT	1.29	-0.36	0.00	-0.76	0.00	0.00	2.19	-2.87	13.28
UBER	1.55	-0.09	0.00	-0.21	0.00	0.00	3.18	-3.60	11.09
F	1.37	-0.12	0.00	-0.16	0.00	0.00	3.61	-3.07	10.01
T	1.11	0.27	0.23	-1.67	1.13	-1.23	3.87	-1.92	8.53
A	1.23	-0.23	0.00	-0.31	0.00	0.00	2.48	-3.01	7.20
CRM	1.87	-0.47	0.00	-0.80	0.00	0.00	3.41	-6.09	10.53
JPM	1.13	-0.01	0.00	-0.06	0.00	0.00	2.02	-2.63	8.17
MRK	1.12	0.30	0.24	0.53	1.15	-1.29	2.58	-1.94	7.29
XOM	1.28	0.53	0.38	33.64	1.06	-1.49	2.90	-2.12	6.83

BMO Long Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	ZPL	ZPS	ZFS	RUSB	XRB	VXM	TCSB	EMAX	ZCB	TGFI
	1.36 11.90 BMO	0.41 12.37 BMO	0.36 13.86 BMO	0.19 21.45 RBC	1.20 22.86 IShares	1.44 50.83 First	0.41 14.78 TCSB	0.74 17.65 Hamilton	0.57 47.36 BMO	0.50 20.03 TGFI
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Weak	Mild	Mild	Moderate	Weak	Robust	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Cautious Hold	Cautious Hold	Strong Hold	Strong Buy	Cautious Hold	Strong Sell	Cautious Hold	Cautious Hold
Equity Positions Weight	N/A	N/A	N/A	N/A	N/A	99.45	N/A	N/A	N/A	N/A
Holdings Turnover	40.73	48.61	67.91	N/A	8.4	83.98	N/A	N/A	N/A	N/A
Three Year Return	0.1	3.3	2.9	5.3	1.4	29.6	5.2	N/A	5.1	5.0
Net Asset	585.13 M	503.81 M	595.77 M	175 M	497.39 M	244.53 M	33.31 M	N/A	29.91 M	5.52 M
Annual Yield	0.0323	0.0318	0.0181	N/A	N/A	0.0226	N/A	N/A	N/A	N/A
Five Year Return	-2.4	1.4	1.2	4.1	-0.4	19.1	2.8	N/A	1.9	1.1
One Year Return	-2.9	1.7	1.3	N/A	-0.7	36.7	3.3	11.7	2.8	3.3
Last Dividend Paid	0.045	0.036	0.022	0.053	0.24	0.0942	0.035	N/A	0.4	N/A
Bond Positions Weight	99.65	99.78	99.77	97.2	99.97	N/A	N/A	N/A	94.52	23.4
Ten Year Return	0.6	1.6	1.2	N/A	1.1	13.0	N/A	N/A	N/A	N/A
Beta	1.04	1.14	1.02	0.56	1.03	0.7	0.46	N/A	0.96	0.52
Day Typical Price	11.89	12.37	13.86	21.45	22.81	50.74	14.78	17.56	47.32	20.02
Accumulation Distribution	17.15	N/A	18.28	0.61	123.84	396.9	80.98	900.89	2.2	0.84
Market Facilitation Index	0.0	N/A	N/A	0.0	0.0	0.0	N/A	0.0	2.0E-4	0.0
Daily Balance Of Power	5.333333	N/A	5.0	4.0	0.871	2.0	3.0	0.3939	2.076923	5.0
Period Momentum Indicator	0.16	0.05	0.05	0.04	0.27	0.72	0.06	0.13	0.27	0.1
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.01	1.01	1.0	1.01	1.01	1.01
Day Median Price	11.89	12.37	13.86	21.45	22.79	50.69	14.78	17.52	47.3	20.02
Price Action Indicator	0.095	0.025	0.02	0.025	0.21	0.5	0.03	0.2	0.2	0.06
Coefficient Of Variation	227555.55	6278.03	-6,591	9490.68	1419.25	757.14	7310.7	232.78	7563.37	-2,979
Mean Deviation	0.4133	0.1202	0.0925	0.3052	0.3037	0.708	0.1067	0.8673	0.1722	0.1466
Jensen Alpha	0.007	-0.004	-0.01	-0.0023	0.0268	0.1507	-0.0031	0.4408	-0.0003	-0.01
Total Risk Alpha	0.0277	0.0035	-0.0028	0.032	0.0453	0.176	0.0029	0.5134	0.0093	-0.0026
Sortino Ratio	0.0715	0.2312	N/A	0.077	0.1823	0.1511	0.2391	0.7277	0.1767	N/A
Downside Variance	0.4094	0.0433	N/A	0.4427	0.1637	1.25	0.0398	0.4682	0.076	N/A
Standard Deviation	0.5545	0.162	0.1378	0.5386	0.4004	0.9317	0.1591	1.05	0.2393	0.2178
Kurtosis	0.8118	1.38	3.28	11.43	1.02	0.5966	5.28	-0.72	2.51	3.31
Potential Upside	0.8368	0.2429	0.1443	0.6554	0.6114	1.45	0.203	2.37	0.3378	0.2973
Treynor Ratio	-0.03	-0.12	-0.18	-0.12	0.1179	0.1668	-0.09	-15.69	-0.06	-0.31
Maximum Drawdown	2.77	0.8891	0.7214	4.85	2.08	4.48	0.8792	3.72	1.29	1.37
Variance	0.3075	0.0263	0.019	0.2901	0.1603	0.8681	0.0253	1.11	0.0573	0.0474
Market Risk Adjusted Performance	-0.02	-0.11	-0.17	-0.11	0.1279	0.1768	-0.08	-15.68	-0.05	-0.30
Risk Adjusted Performance	-0.0045	-0.03	-0.06	0.0034	0.0474	0.1098	-0.03	0.3556	-0.01	-0.06
Skewness	-0.40	-0.41	-0.90	-0.42	0.1849	-0.72	-0.75	0.4953	-0.77	-0.74
Semi Deviation	0.5786	0.1459	N/A	0.568	0.3062	0.9104	0.15	0.0	0.2556	N/A
Information Ratio	0.0826	0.297	0.3152	0.0951	0.1842	0.181	0.2999	0.4728	0.2035	0.1755
Value At Risk	-0.98	-0.24	-0.22	-0.75	-0.56	-1.88	-0.27	-0.94	-0.44	-0.35
Expected Short fall	-0.43	-0.15	N/A	-0.30	-0.37	-0.72	-0.13	-1.13	-0.17	N/A
Downside Deviation	0.6399	0.2081	N/A	0.6654	0.4046	1.12	0.1995	0.6842	0.2756	N/A
Semi Variance	0.3347	0.0213	N/A	0.3226	0.0938	0.8288	0.0225	-0.16	0.0654	N/A

BMO Long Competition Peer Performance Charts

How to Analyze BMO Long Against Peers

BMO Long's peer analysis compares BMO Long with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether BMO Long trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where BMO Long leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Market share trends show BMO Long gaining ground while several peers have seen flat or declining positions. All metrics are derived from available inputs and shown for reference. Comparative analysis works best when peers share business drivers, cycle exposure, and capital structure characteristics.

Data shown for BMO Long Provincial is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays.

This content is curated and reviewed by:

Raphi Shpitalnik - Junior Member of Macroaxis Editorial Board

Last reviewed on March 15th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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