ducovest

ZLB:CA:TSX-BMO Low Volatility Canadian Equity ETF (CAD)

ETF | Canadian Equity | Toronto Stock Exchange

Last Closing

CAD 47.7

Change

0.00 (0.00)%

Market Cap

CAD 1.33B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to provide long term capital growth, with less volatility than the broad market. The fund provides exposure to a weighted portfolio of lower beta Canadian stocks.

Company Website : www.etfs.bmo.com

Currency: CAD

Country : Canada

Inception Date: 21/10/2011

Primary Benchmark: S&P/TSX Capped Composite TR CAD

Primary Index: S&P/TSX Composite TR

Gross Expense Ratio: NA%

Management Expense Ratio: 0.39 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
L Loews Corp 4.20 %
SEMR Semrush Holdings Inc 4.18 %
H Hyatt Hotels Corporation 3.43 %
X United States Steel Corporation 3.23 %
WCN Waste Connections Inc 3.20 %
FTS Fortis Inc 3.01 %
BF-A Brown-Forman Corporation 2.88 %
SIF SIFCO Industries Inc 2.83 %
TRI Thomson Reuters Corp 2.79 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Canadian Equity

Symbol Name Mer Price(Change) Market Cap
XIU:CA iShares S&P/TSX 60 0.18 %

N/A

 CAD 16.08B
XIC:CA iShares Core S&P/TSX Capped Co.. 0.06 %

N/A

 CAD 14.55B
ZCN:CA BMO S&P/TSX Capped Composite 0.05 %

N/A

 CAD 9.37B
VCN:CA Vanguard FTSE Canada All Cap 0.06 %

N/A

 CAD 8.38B
HXT:CA Global X S&P/TSX 60™ Index C.. 0.03 %

N/A

 CAD 4.14B
VCE:CA Vanguard FTSE Canada 0.06 %

N/A

 CAD 2.06B
QCN:CA Mackenzie Canadian Equity Inde.. 0.06 %

N/A

 CAD 1.63B
WXM:CA First Asset Morningstar Canada.. 0.67 %

N/A

 CAD 0.58B
XESG:CA iShares ESG Aware MSCI Canada .. 0.00 %

N/A

 CAD 0.46B
MCLC:CA Manulife Multifactor Canadian .. 0.45 %

N/A

 CAD 0.35B

ETFs Containing ZLB:CA

SCAD:CA 0.00 % 0.74 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Canadian Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.65% 11% F 56% F
Dividend Return 2.00% 40% F 28% F
Total Return 15.65% 14% F 52% F
Trailing 12 Months  
Capital Gain 14.36% 17% F 57% F
Dividend Return 2.01% 31% F 25% F
Total Return 16.37% 21% F 53% F
Trailing 5 Years  
Capital Gain 37.66% 17% F 67% D+
Dividend Return 14.26% 37% F 40% F
Total Return 51.92% 24% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.02% 21% F 63% D
Dividend Return 11.31% 24% F 65% D
Total Return 2.29% 59% D- 65% D
Risk Return Profile  
Volatility (Standard Deviation) 10.52% 97% N/A 72% C
Risk Adjusted Return 107.49% 83% B 97% N/A
Market Capitalization 1.33B 81% B- 83% B

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.

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:
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.

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.