E302 – Unpacking BMO's New ETF Index Strategies

With the S&P 500 more concentrated than ever and international markets gaining momentum, how are investorsbuilding more resilient portfolios? In this episode, Roxanne Lapenna and Hilly Cutler join host Andrew Vachon to break down the latest ETF launches and what they could mean for income, diversification, and long-term returns. Andrew Vachon is Vice President of Product Marketing at BMO Global Asset Management (BMO GAM). He is joined on the podcast by Roxane Lapenna, Head of Retail Investment Specialists at BMO GAM and Hilly Cutler, Director, Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. This episode was recorded live on Wednesday, February 18, 2026.

ETFs mentioned: · BMO MSCI Canada IMI High Dividend Yield Index ETF (Ticker: ZDIV) · BMO MSCI USA Equal Weight Index ETF (Ticker: ZEQL) · BMO MSCI EAFE Small-Mid Cap Index ETF (Ticker: ZESM)

Sources: ETF Flows, according to the National Bank Report, December 2025 Press Release - February 6, 2026 - BMO Launches New ETF Index Strategies

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