ducovest

ZWS:CA:TSX-BMO US High Dividend Covered Call Hedged to CAD ETF (CAD)

ETF | US Equity |

Last Closing

CAD 20.51

Change

0.00 (0.00)%

Market Cap

CAD 0.13B

Volume

1.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Company Website : http://www.bmo.com/gam/ca

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for US Equity

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

N/A

 CAD 20.69B
ZSP:CA BMO S&P 500

N/A

 CAD 18.86B
XSP:CA iShares Core S&P 500 (CAD Hedg..

N/A

 CAD 11.36B
VUN:CA Vanguard US Total Market

N/A

 CAD 11.07B
XUS:CA iShares Core S&P 500 Index ETF

N/A

 CAD 8.43B
HXS:CA Global X S&P 500 Corporate Cla..

N/A

 CAD 4.68B
VSP:CA Vanguard S&P 500 CAD hedged

N/A

 CAD 4.03B
QUU:CA Mackenzie US Large Cap Equity ..

N/A

 CAD 3.49B
XUU:CA iShares Core S&P US Total Mark..

N/A

 CAD 3.43B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

N/A

 CAD 3.26B

ETFs Containing ZWS:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.45% 3% F 35% F
Dividend Return 5.09% 96% N/A 73% C
Total Return 10.54% 5% F 38% F
Trailing 12 Months  
Capital Gain 5.13% 3% F 35% F
Dividend Return 5.07% 96% N/A 71% C-
Total Return 10.20% 5% F 37% F
Trailing 5 Years  
Capital Gain -0.19% 4% F 39% F
Dividend Return 28.59% 94% A 79% B-
Total Return 28.39% 9% A- 46% F
Average Annual (5 Year Horizon)  
Capital Gain 4.89% 3% F 50% F
Dividend Return 10.06% 17% F 62% D
Total Return 5.16% 100% F 93% A
Risk Return Profile  
Volatility (Standard Deviation) 14.81% 50% F 56% F
Risk Adjusted Return 67.91% 7% C- 79% B-
Market Capitalization 0.13B 29% F 39% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

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.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.