ducovest

XWD:CA:TSX-iShares MSCI World Index ETF (CAD)

ETF | Global Equity | Toronto Stock Exchange

Last Closing

CAD 95.85

Change

+0.25 (+0.26)%

Market Cap

CAD 0.39B

Volume

6.47K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI World Index (the "underlying index"). The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The underlying index is designed to measure the performance of equity securities in the top 85% of equity market capitalization, as calculated by the index provider, in certain developed market countries.

Company Website : www.ishares.com

Currency: CAD

Country : Canada

Inception Date: 18/06/2009

Primary Benchmark: MSCI World NR CAD

Primary Index: MSCI World GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.47 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
IVV iShares Core S&P 500 ETF 71.58 %
EFA iShares MSCI EAFE ETF 25.27 %
GZITF Yuexiu Transport Infrastructure Limited 3.09 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Global Equity

Symbol Name Mer Price(Change) Market Cap
VEQT:CA Vanguard All-Equity ETF Portfo.. 0.25 %

-0.20 (-0.44%)

 CAD 5.61B
XAW:CA iShares Core MSCI All Country .. 0.22 %

-0.34 (-0.75%)

 CAD 2.84B
VXC:CA Vanguard FTSE Global All Cap e.. 0.27 %

-0.48 (-0.74%)

 CAD 2.17B
TGED:CA TD Active Global Enhanced Divi.. 0.00 %

-0.11 (-0.38%)

 CAD 0.91B
ZGQ:CA BMO MSCI All Country World Hig.. 0.50 %

-0.17 (-0.24%)

 CAD 0.84B
HAZ:CA Global X Active Global Dividen.. 0.94 %

-0.14 (-0.37%)

 CAD 0.47B
XDG:CA iShares Core MSCI Global Quali.. 0.22 %

-0.25 (-0.89%)

 CAD 0.40B
XMW:CA iShares MSCI Min Vol Global In.. 0.48 %

-0.18 (-0.32%)

 CAD 0.18B
CYH:CA iShares Global Monthly Dividen.. 0.66 %

-0.23 (-1.03%)

 CAD 0.15B
ETHI:CA Global X Global Sustainability.. 0.74 %

-0.13 (-0.23%)

 CAD 0.11B

ETFs Containing XWD:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.14% 83% B 79% B-
Dividend Return 0.74% 28% F 9% A-
Total Return 26.88% 79% B- 77% C+
Trailing 12 Months  
Capital Gain 30.92% 75% C 73% C
Dividend Return 1.49% 42% F 14% F
Total Return 32.42% 75% C 70% C-
Trailing 5 Years  
Capital Gain 74.56% 71% C- 79% B-
Dividend Return 8.27% 35% F 14% F
Total Return 82.83% 75% C 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.19% 71% C- 74% C
Dividend Return 13.27% 71% C- 72% C
Total Return 1.08% 29% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 13.24% 58% F 61% D-
Risk Adjusted Return 100.22% 92% A 96% N/A
Market Capitalization 0.39B 84% B 70% 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 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:
Below median total returns

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