E51 - Exploring Upside in S&P 400 & 600 Indexes

Although mega-cap companies like Amazon and Alphabet dominated returns in 2020, positive news related to vaccines opened the door for a rotation to small and mid-cap stocks. In this episode, Chris Heakes and Danielle Neziol zero in on the S&P MidCap 400® and S&P SmallCap 600®, two lesser known benchmarks within the U.S. equity universe. They look at the diversification benefits available through those areas, as well as the heightened upside potential from accepting marginally more risk.  Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, an ETF Specialist and Portfolio Manager specializing in equities and derivatives strategies. ETFs mentioned in the podcast: BMO S&P US Mid Cap Index ETF (Ticker: ZMID) BMO S&P US Small Cap Index ETF (Ticker: ZSML) BMO S&P 500 Index ETF (Ticker: ZSP) Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence. The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.

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