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

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 91.24

Change

+0.73 (+0.81)%

Market Cap

CAD 2.80B

Volume

0.22M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The BMO S&P 500 Index ETF has been designed to replicate, to the extent possible, the performance of the S&P 500 Index, net of expenses. The ETF invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index.

Inception Date: 14/11/2012

Primary Benchmark: S&P 500 TR USD

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

Gross Expense Ratio: NA%

Management Expense Ratio: 0.09 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-08 )

Largest Industry Peers for US Equity

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

+0.29 (+0.20%)

CAD 19.45B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

+0.02 (+0.03%)

CAD 11.50B
VUN:CA Vanguard US Total Market 0.16 %

+0.39 (+0.35%)

CAD 10.60B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

+0.06 (+0.12%)

CAD 8.06B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

+0.17 (+0.20%)

CAD 4.42B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

+0.06 (+0.06%)

CAD 3.75B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

+0.46 (+0.19%)

CAD 3.37B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

+0.22 (+0.36%)

CAD 3.30B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

-0.02 (-0.04%)

CAD 3.21B
ZUE:CA BMO S&P 500 (CAD Hedged) 0.09 %

+0.02 (+0.02%)

CAD 2.95B

ETFs Containing ZSP: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 32.06% 84% B 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.06% 84% B 82% B
Trailing 12 Months  
Capital Gain 36.89% 78% C+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.89% 78% C+ 77% C+
Trailing 5 Years  
Capital Gain 102.49% 80% B- 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 102.49% 80% B- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 14.50% 81% B- 80% B-
Dividend Return 15.71% 86% B+ 78% C+
Total Return 1.21% 59% D- 42% F
Risk Return Profile  
Volatility (Standard Deviation) 13.99% 57% F 58% F
Risk Adjusted Return 112.32% 81% B- 98% N/A
Market Capitalization 2.80B 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 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.