ducovest

XUT:CA:TSX-iShares S&P/TSX Capped Utilities Index ETF (CAD)

ETF | Sector Equity | Toronto Stock Exchange

Last Closing

CAD 28.2

Change

+0.46 (+1.66)%

Market Cap

CAD 0.08B

Volume

0.13M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate, net of expenses, the performance of the S&P/TSX Capped Utilities index. The index is comprised of securities of Canadian utilities sector issuers listed on the TSX.

Company Website : www.ishares.com

Currency: CAD

Country : Canada

Inception Date: 12/04/2011

Primary Benchmark: S&P/TSX Capped Utilities TR

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.62 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
FTS Fortis Inc 22.34 %
ALB Albemarle Corp 11.10 %
H Hyatt Hotels Corporation 10.48 %
AGI Alamos Gold Inc 7.34 %
AQN Algonquin Power & Utilities Corp 3.84 %
NPICF NPICF 3.77 %
BXSL Blackstone Secured Lending Fund 3.34 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-05 )

Largest Industry Peers for Sector Equity

Symbol Name Mer Price(Change) Market Cap
TEC:CA TD Global Technology Leaders I.. 0.00 %

N/A

 CAD 3.43B
ZWU:CA BMO Covered Call Utilities ETF 0.71 %

N/A

 CAD 1.81B
XIT:CA iShares S&P/TSX Capped Informa.. 0.61 %

N/A

 CAD 0.78B
HTA:CA Harvest Tech Achievers Growth .. 1.39 %

N/A

 CAD 0.68B
TXF:CA First Asset Tech Giants Covere.. 0.72 %

N/A

 CAD 0.67B
XHC:CA iShares Global Healthcare (CAD.. 0.65 %

N/A

 CAD 0.54B
ZUT:CA BMO Equal Weight Utilities Ind.. 0.60 %

N/A

 CAD 0.51B
CWW:CA iShares Global Water Common Cl.. 0.66 %

N/A

 CAD 0.31B
COW:CA iShares Global Agriculture Com.. 0.72 %

N/A

 CAD 0.27B
XST:CA iShares S&P/TSX Capped Consume.. 0.61 %

N/A

 CAD 0.27B

ETFs Containing XUT:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.47% 49% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.47% 49% F 45% F
Trailing 12 Months  
Capital Gain 15.67% 37% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.67% 37% F 47% F
Trailing 5 Years  
Capital Gain 8.88% 23% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.88% 23% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain -0.11% 9% A- 32% F
Dividend Return 3.21% 11% F 41% F
Total Return 3.32% 78% C+ 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 11.97% 74% C 66% D+
Risk Adjusted Return 26.78% 20% F 45% F
Market Capitalization 0.08B 76% C+ 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:
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.

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.