ducovest

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

ETF | US Equity |

Last Closing

CAD 94.31

Change

-0.70 (-0.74)%

Market Cap

CAD 18.86B

Volume

0.59M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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: 2024-12-27 )

Largest Industry Peers for US Equity

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

-1.20 (-0.78%)

 CAD 20.69B
XSP:CA iShares Core S&P 500 (CAD Hedg..

-0.68 (-1.08%)

 CAD 11.36B
VUN:CA Vanguard US Total Market

-0.77 (-0.66%)

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

-0.47 (-0.87%)

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

-0.73 (-0.82%)

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

-0.81 (-0.83%)

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

-1.74 (-0.70%)

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

-0.51 (-0.80%)

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

-0.82 (-1.50%)

 CAD 3.26B
ZUE:CA BMO S&P 500 (CAD Hedged)

-0.94 (-1.13%)

 CAD 3.05B

ETFs Containing ZSP: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 36.50% 81% B- 86% B+
Dividend Return 0.96% 39% F 13% F
Total Return 37.46% 83% B 85% B
Trailing 12 Months  
Capital Gain 36.50% 81% B- 86% B+
Dividend Return 0.96% 39% F 13% F
Total Return 37.46% 83% B 85% B
Trailing 5 Years  
Capital Gain 102.69% 80% B- 87% B+
Dividend Return 8.42% 53% F 17% F
Total Return 111.11% 80% B- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.15% 83% B 80% B-
Dividend Return 16.38% 86% B+ 78% C+
Total Return 1.23% 60% D- 48% F
Risk Return Profile  
Volatility (Standard Deviation) 14.42% 55% F 58% F
Risk Adjusted Return 113.55% 76% C+ 98% N/A
Market Capitalization 18.86B 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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.