ducovest

ZWU:CA:TSX-BMO Covered Call Utilities ETF (CAD)

ETF | Sector Equity |

Last Closing

CAD 11.125

Change

0.00 (0.00)%

Market Cap

CAD 1.93B

Volume

0.15M

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 Sector Equity

Symbol Name Price(Change) Market Cap
TEC:CA TD Global Technology Leaders I..

N/A

 CAD 2.84B
XHC:CA iShares Global Healthcare (CAD..

N/A

 CAD 0.66B
TXF:CA First Asset Tech Giants Covere..

N/A

 CAD 0.64B
XIT:CA iShares S&P/TSX Capped Informa..

N/A

 CAD 0.63B
HTA:CA Harvest Tech Achievers Growth ..

N/A

 CAD 0.61B
ZUT:CA BMO Equal Weight Utilities Ind..

N/A

 CAD 0.45B
CWW:CA iShares Global Water Common Cl..

N/A

 CAD 0.34B
XUT:CA iShares S&P/TSX Capped Utiliti..

N/A

 CAD 0.32B
COW:CA iShares Global Agriculture Com..

N/A

 CAD 0.28B
ZUH:CA BMO Equal Weight US Health Car..

N/A

 CAD 0.28B

ETFs Containing ZWU:CA

ZZZD:CA BMO Tactical Dividend ETF.. 0.00 % 0.00 %

N/A

 CAD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.06% 37% F 41% F
Dividend Return 5.44% 88% B+ 94% A
Total Return 13.50% 66% D+ 54% F
Trailing 12 Months  
Capital Gain 8.54% 31% F 35% F
Dividend Return 8.20% 88% B+ 96% N/A
Total Return 16.73% 51% F 49% F
Trailing 5 Years  
Capital Gain -20.65% 9% A- 17% F
Dividend Return 24.61% 84% B 86% B+
Total Return 3.96% 14% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -4.84% 3% F 12% F
Dividend Return 1.13% 6% D- 33% F
Total Return 5.97% 91% A- 96% N/A
Risk Return Profile  
Volatility (Standard Deviation) 10.87% 80% B- 68% D+
Risk Adjusted Return 10.38% 6% D- 33% F
Market Capitalization 1.93B 97% N/A 76% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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:
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.

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.