ducovest

ZSP:CA:TSX-BMO S&P 500 (CAD)

ETF | US Equity |

Last Closing

CAD 84.66

Change

0.00 (0.00)%

Market Cap

CAD 16.26B

Volume

0.24M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Company Website : http://www.bmo.com/gam/ca

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for US Equity

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

N/A

 CAD 17.00B
XSP:CA iShares Core S&P 500 (CAD Hedg..

N/A

 CAD 10.74B
VUN:CA Vanguard US Total Market

N/A

 CAD 9.46B
XUS:CA iShares Core S&P 500 Index ETF

N/A

 CAD 7.29B
HXS:CA Global X S&P 500 Corporate Cla..

N/A

 CAD 4.01B
VSP:CA Vanguard S&P 500 CAD hedged

N/A

 CAD 3.45B
QUU:CA Mackenzie US Large Cap Equity ..

N/A

 CAD 3.20B
XUU:CA iShares Core S&P US Total Mark..

N/A

 CAD 3.05B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

N/A

 CAD 2.96B
ZUE:CA BMO S&P 500 (CAD Hedged)

N/A

 CAD 2.66B

ETFs Containing ZSP:CA

ZBAL:CA BMO Balanced ETF 0.00 % 0.00 %

N/A

 CAD 0.25B
ZCON:CA BMO Conservative ETF 0.00 % 0.00 %

N/A

 CAD 0.05B

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.54% 85% B 82% B
Dividend Return 0.65% 43% F 20% F
Total Return 23.19% 85% B 81% B-
Trailing 12 Months  
Capital Gain 32.51% 75% C 82% B
Dividend Return 1.42% 53% F 30% F
Total Return 33.93% 83% B 82% B
Trailing 5 Years  
Capital Gain 93.38% 77% C+ 86% B+
Dividend Return 7.15% 53% F 26% F
Total Return 100.53% 82% B 85% B
Average Annual (5 Year Horizon)  
Capital Gain 13.81% 80% B- 80% B-
Dividend Return 15.04% 83% B 79% B-
Total Return 1.23% 56% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 13.48% 61% D- 59% D-
Risk Adjusted Return 111.58% 86% B+ 98% N/A
Market Capitalization 16.26B 98% N/A 92% A

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.