ducovest

ZUE:CA:TSX-BMO S&P 500 Hedged to CAD Index ETF (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 82.5

Change

-0.94 (-1.13)%

Market Cap

CAD 1.09B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

"The investment seeks to replicate, to the extent possible, the performance of the S&P 500 Hedged to Canadian Dollars Index, net of expenses. The fund will invest in and hold the Constituent Securities of the S&P 500 Hedged to Canadian Dollars Index in the same proportion as they are reflected in the S&P 500 Hedged to Canadian Dollars Index or securities intended to replicate the performance of the Index. The index is a float-adjusted market capitalization weighted index that incorporates securities of 500 of the largest U.S. public issuers, representing all major industries, hedged to Canadian dollars, and provides a more diversified exposure that is more representative of the U.S. equity market."

Company Website : www.etfs.bmo.com

Currency: CAD

Country : Canada

Inception Date: 29/05/2009

Primary Benchmark: S&P 500 TR Hdg CAD

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.09 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
ZSPC zSpace, Inc. Common stock 99.90 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

N/A

 CAD 20.69B
ZSP:CA BMO S&P 500 0.09 %

N/A

 CAD 18.86B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

N/A

 CAD 11.36B
VUN:CA Vanguard US Total Market 0.16 %

N/A

 CAD 11.07B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

N/A

 CAD 8.43B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

N/A

 CAD 4.68B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

N/A

 CAD 4.03B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

N/A

 CAD 3.49B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

N/A

 CAD 3.43B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

N/A

 CAD 3.26B

ETFs Containing ZUE:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.27% 47% F 75% C
Dividend Return 0.95% 37% F 12% F
Total Return 25.21% 48% F 73% C
Trailing 12 Months  
Capital Gain 24.27% 47% F 75% C
Dividend Return 0.95% 37% F 12% F
Total Return 25.21% 48% F 73% C
Trailing 5 Years  
Capital Gain 72.02% 50% F 80% B-
Dividend Return 7.99% 42% F 15% F
Total Return 80.00% 52% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.06% 64% D 77% C+
Dividend Return 15.01% 59% D- 74% C
Total Return 0.96% 35% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 18.55% 16% F 47% F
Risk Adjusted Return 80.94% 36% F 87% B+
Market Capitalization 1.09B 80% B- 81% 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:
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:
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.

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 total returns

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

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.