ZUT:CA:TSX-BMO Equal Weight Utilities Index ETF (CAD)

ETF | Sector Equity | Toronto Stock Exchange

Last Closing

CAD 20.24

Change

+0.43 (+2.17)%

Market Cap

CAD 0.19B

Volume

0.22M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

"The investment seeks to replicate, net of expenses, the Dow Jones Canada Select Equal Weight Utilities Index. The fund invests in and holds the constituent securities of the index in the same proportion as they are reflected in the index."

Inception Date: 19/01/2010

Primary Benchmark: Solactive EW Canada Utilities TR CAD

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.60 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Sector Equity

Symbol Name Mer Price(Change) Market Cap
TEC:CA TD Global Technology Leaders I.. 0.00 %

-0.25 (-0.59%)

CAD 3.04B
ZWU:CA BMO Covered Call Utilities ETF 0.71 %

-0.05 (-0.45%)

CAD 1.92B
XIT:CA iShares S&P/TSX Capped Informa.. 0.61 %

-0.50 (-0.83%)

CAD 0.66B
TXF:CA First Asset Tech Giants Covere.. 0.72 %

-0.35 (-1.59%)

CAD 0.65B
HTA:CA Harvest Tech Achievers Growth .. 1.39 %

-0.24 (-1.22%)

CAD 0.65B
XHC:CA iShares Global Healthcare (CAD.. 0.65 %

-0.46 (-0.63%)

CAD 0.63B
CWW:CA iShares Global Water Common Cl.. 0.66 %

+0.01 (+0.02%)

CAD 0.33B
XUT:CA iShares S&P/TSX Capped Utiliti.. 0.62 %

+0.19 (+0.68%)

CAD 0.33B
COW:CA iShares Global Agriculture Com.. 0.72 %

-0.16 (-0.25%)

CAD 0.28B
ZUH:CA BMO Equal Weight US Health Car.. 0.39 %

+0.10 (+0.14%)

CAD 0.26B

ETFs Containing ZUT:CA

ETP Energy Transfer Partners .. 0.00 % 1.52 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.34% 17% F 24% F
Dividend Return 1.48% 69% C- 59% D-
Total Return 1.13% 13% F 27% F
Trailing 12 Months  
Capital Gain -13.39% 3% F 13% F
Dividend Return 3.53% 76% C+ 59% D-
Total Return -9.86% 3% F 15% F
Trailing 5 Years  
Capital Gain 12.07% 27% F 48% F
Dividend Return 18.82% 76% C+ 83% B
Total Return 30.89% 33% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 1.94% 29% F 51% F
Dividend Return 5.00% 29% F 56% F
Total Return 3.06% 75% C 72% C
Risk Return Profile  
Volatility (Standard Deviation) 15.40% 63% D 53% F
Risk Adjusted Return 32.45% 17% F 59% D-
Market Capitalization 0.19B 83% B 59% D-

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.