XMU:CA:TSX-iShares Edge MSCI Min Vol USA Index ETF (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 82.505

Change

0.00 (0.00)%

Market Cap

CAD 0.14B

Volume

2.43K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate, net of expense, the MSCI USA Minimum Volatility Index USD. The fund will invest primarily in shares of one or more US iShares Funds such that the resulting portfolio will have characteristics that closely match the characteristics of the underlying index. The index measures the performance of equity securities in both emerging and developed markets that have lower volatility relative to the equity securities included in the MSCI USA Index.

Inception Date: 24/07/2012

Primary Benchmark: MSCI USA Minimum Volatility (USD) NR CAD

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

Gross Expense Ratio: NA%

Management Expense Ratio: 0.33 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-02 )

Largest Industry Peers for US Equity

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

CAD 2.85B

ETFs Containing XMU: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 19.11% 72% C 78% C+
Dividend Return 0.70% 56% F 23% F
Total Return 19.80% 72% C 77% C+
Trailing 12 Months  
Capital Gain 19.92% 43% F 71% C-
Dividend Return 1.44% 58% F 31% F
Total Return 21.36% 47% F 70% C-
Trailing 5 Years  
Capital Gain 43.06% 34% F 67% D+
Dividend Return 6.12% 33% F 21% F
Total Return 49.19% 33% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 6.57% N/A N/A 62% D
Dividend Return 7.79% N/A N/A 60% D-
Total Return 1.22% N/A N/A 41% F
Risk Return Profile  
Volatility (Standard Deviation) 6.88% N/A N/A 81% B-
Risk Adjusted Return 113.21% N/A N/A 98% N/A
Market Capitalization 0.14B 46% F 51% 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:
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.

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.