ZWA:CA:TSX-BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 26.37

Change

0.00 (0.00)%

Market Cap

CAD 0.22B

Volume

1.36K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks growth and income. The fund provides exposure to the 30 U.S. Blue Chip companies that make up the Dow Jones Industrial Average, while potentially earning call option premiums.

Inception Date: 20/10/2011

Primary Benchmark: DJ Industrial Average Hgd TR CAD

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.72 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CVE Cenovus Energy Inc 4.31 %
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 US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

+0.87 (+0.64%)

CAD 16.35B
ZSP:CA BMO S&P 500 0.09 %

+0.59 (+0.71%)

CAD 15.56B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

+0.33 (+0.56%)

CAD 10.26B
VUN:CA Vanguard US Total Market 0.16 %

+0.84 (+0.83%)

CAD 9.10B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

+0.30 (+0.64%)

CAD 7.07B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

+0.54 (+0.70%)

CAD 3.88B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

+0.53 (+0.58%)

CAD 3.35B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

+1.34 (+0.61%)

CAD 3.06B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

+0.52 (+0.93%)

CAD 2.96B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

+0.30 (+0.61%)

CAD 2.85B

ETFs Containing ZWA:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.98% 8% B- 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.98% 8% B- 37% F
Trailing 12 Months  
Capital Gain 8.97% 12% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.97% 12% F 44% F
Trailing 5 Years  
Capital Gain 15.91% 10% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.91% 10% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain 4.03% N/A N/A 54% F
Dividend Return 8.76% N/A N/A 63% D
Total Return 4.73% N/A N/A 89% A-
Risk Return Profile  
Volatility (Standard Deviation) 14.23% N/A N/A 57% F
Risk Adjusted Return 61.60% N/A N/A 79% B-
Market Capitalization 0.22B 38% F 45% F

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:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.