ducovest

ZPR:CA:TSX-BMO Laddered Preferred Share Index ETF (CAD)

ETF | Preferred Share Fixed Income | Toronto Stock Exchange

Last Closing

CAD 10.83

Change

-0.02 (-0.18)%

Market Cap

CAD 1.37B

Volume

0.12M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

BMO Laddered Preferred Share Index ETF has been designed to replicate, to the extent possible, the performance of the Solactive Laddered Canadian Preferred Share Index, 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.

Company Website : www.etfs.bmo.com

Currency: CAD

Country : Canada

Inception Date: 14/11/2012

Primary Benchmark: Solactive Lad Can Preferred Share TR CAD

Primary Index: S&P/TSX Preferred Share TR

Gross Expense Ratio: NA%

Management Expense Ratio: 0.50 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
BCE BCE Inc 2.31 %
TD Toronto Dominion Bank 2.11 %
CCIA Vertical Capital Income Fund 1.40 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Preferred Share Fixed Income

Symbol Name Mer Price(Change) Market Cap
HPR:CA Global X Active Preferred Shar.. 0.63 %

N/A

 CAD 1.04B
CPD:CA iShares S&P/TSX Canadian Prefe.. 0.50 %

-0.02 (-0.12%)

 CAD 0.98B
TPRF:CA TD Active Preferred Share ETF 0.51 %

+0.02 (+0.18%)

 CAD 0.33B
XPF:CA iShares S&P/TSX North American.. 0.47 %

-0.04 (-0.26%)

 CAD 0.20B
BPRF:CA Brompton Flaherty & Crumrine I.. 0.95 %

-0.08 (-0.35%)

 CAD 0.18B
NPRF:CA NBI Active Canadian Preferred .. 0.00 %

-0.02 (-0.08%)

 CAD 0.15B
PR:CA Lysander-Slater Preferred Shar.. 1.03 %

-0.02 (-0.20%)

 CAD 0.08B
FPR:CA CI Preferred Share ETF 0.86 %

-0.24 (-1.05%)

 CAD 0.05B
DIVS:CA Evolve Active Canadian Preferr.. 0.90 %

N/A

 CAD 0.05B
ZUP:CA BMO US Preferred Share Index E.. 0.48 %

+0.06 (+0.27%)

 CAD 0.05B

ETFs Containing ZPR:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Preferred Share Fixed Income) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.75% 56% F 66% D+
Dividend Return 5.43% 67% D+ 75% C
Total Return 24.18% 56% F 71% C-
Trailing 12 Months  
Capital Gain 19.14% 63% D 67% D+
Dividend Return 5.94% 67% D+ 76% C+
Total Return 25.08% 63% D 70% C-
Trailing 5 Years  
Capital Gain 10.17% 56% F 49% F
Dividend Return 27.43% 87% B+ 76% C+
Total Return 37.60% 75% C 54% F
Average Annual (5 Year Horizon)  
Capital Gain 5.19% 56% F 51% F
Dividend Return 9.47% 69% C- 60% D-
Total Return 4.28% 93% A 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 20.71% 38% F 42% F
Risk Adjusted Return 45.75% 75% C 60% D-
Market Capitalization 1.37B 100% F 72% 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.

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:
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.