ducovest

ZUB:CA:TSX-BMO Equal Weight US Banks Hedged to CAD Index ETF (CAD)

ETF | Financial Services Equity |

Last Closing

CAD 29.96

Change

0.00 (0.00)%

Market Cap

CAD 0.31B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The BMO Equal Weight US Banks Hedged to CAD Index ETF has been designed to replicate, to the extent possible, the performance of the Solactive Equal Weight US Bank Index Canadian Dollar Hedged, net of expenses. The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index. The U.S. dollar exposure is hedged back to Canadian dollars.

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 Financial Services Equity

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

N/A

 CAD 3.09B
ZEB:CA BMO S&P/TSX Equal Weight Banks

N/A

 CAD 2.95B
XFN:CA iShares S&P/TSX Capped Financi..

N/A

 CAD 1.52B
ZBK:CA BMO Equal Weight US Banks Inde..

N/A

 CAD 0.72B
FSF:CA CI Global Financial Sector ETF

N/A

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

N/A

 CAD 0.34B
RBNK:CA RBC Canadian Bank Yield Index ..

N/A

 CAD 0.26B
BANK:CA Evolve Canadian Banks and Life..

N/A

 CAD 0.24B
CEW:CA iShares Equal Weight Banc & Li..

N/A

 CAD 0.22B
HEWB:CA Global X Equal Weight Canadian..

N/A

 CAD 0.16B

ETFs Containing ZUB:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Services Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.10% 85% B 80% B-
Dividend Return 1.48% 19% F 40% F
Total Return 22.57% 85% B 80% B-
Trailing 12 Months  
Capital Gain 46.79% 90% A- 90% A-
Dividend Return 3.55% 25% F 60% D-
Total Return 50.34% 90% A- 90% A-
Trailing 5 Years  
Capital Gain 8.99% 45% F 45% F
Dividend Return 9.51% 25% F 39% F
Total Return 18.50% 35% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 8.28% 55% F 66% D+
Dividend Return 10.46% 50% F 67% D+
Total Return 2.19% 33% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 39.81% 10% F 22% F
Risk Adjusted Return 26.29% 35% F 47% F
Market Capitalization 0.31B 68% D+ 52% 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:
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.

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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.