XFN:CA:TSX-iShares S&P/TSX Capped Financials Index ETF (CAD)

ETF | Financial Services Equity | Toronto Stock Exchange

Last Closing

CAD 53.64

Change

0.00 (0.00)%

Market Cap

CAD 1.09B

Volume

0.29M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Capped Financials Index. The index is comprised of securities of Canadian financial sector issuers listed on the TSX, selected by S&P using its industrial classifications and guidelines for evaluating issuer capitalization, liquidity and fundamentals.

Inception Date: 23/03/2001

Primary Benchmark: S&P/TSX Capped Financials TR

Primary Index: MSCI World/Financials GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.61 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
STVN Stevanato Group SpA 3.81 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-31 )

Largest Industry Peers for Financial Services Equity

Symbol Name Mer Price(Change) Market Cap
ZWB:CA BMO Covered Call Canadian Bank.. 0.71 %

+0.05 (+0.26%)

CAD 3.03B
ZEB:CA BMO S&P/TSX Equal Weight Banks 0.60 %

+0.14 (+0.35%)

CAD 2.68B
ZBK:CA BMO Equal Weight US Banks Inde.. 0.37 %

+0.27 (+0.87%)

CAD 0.68B
FSF:CA CI Global Financial Sector ETF 1.11 %

N/A

CAD 0.46B
ZWK:CA BMO Covered Call US Banks ETF 0.00 %

+0.18 (+0.84%)

CAD 0.34B
ZUB:CA BMO Equal Weight US Banks Hedg.. 0.38 %

+0.24 (+0.85%)

CAD 0.29B
RBNK:CA RBC Canadian Bank Yield Index .. 0.33 %

+0.19 (+0.72%)

CAD 0.25B
BANK:CA Evolve Canadian Banks and Life.. 0.39 %

+0.04 (+0.45%)

CAD 0.23B
CEW:CA iShares Equal Weight Banc & Li.. 0.60 %

+0.12 (+0.63%)

CAD 0.21B
HEWB:CA Global X Equal Weight Canadian.. 0.00 %

+0.17 (+0.47%)

CAD 0.15B

ETFs Containing XFN:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Services Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -44.14% 5% F 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -44.14% 5% F 6% D-
Trailing 12 Months  
Capital Gain -40.13% 5% F 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -40.13% 5% F 8% B-
Trailing 5 Years  
Capital Gain -27.77% 10% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -27.77% 10% F 16% F
Average Annual (5 Year Horizon)  
Capital Gain 8.59% N/A N/A 68% D+
Dividend Return 11.83% N/A N/A 72% C
Total Return 3.23% N/A N/A 75% C
Risk Return Profile  
Volatility (Standard Deviation) 20.54% N/A N/A 42% F
Risk Adjusted Return 57.59% N/A N/A 76% C+
Market Capitalization 1.09B 89% A- 74% C

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:
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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.