ZLU:CA:TSX-BMO Low Volatility US Equity (CAD)

ETF | US Equity |

Last Closing

CAD 54.29

Change

+0.29 (+0.54)%

Market Cap

CAD 1.91B

Volume

5.69K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-08 )

Largest Industry Peers for US Equity

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

+0.47 (+0.31%)

CAD 20.69B
ZSP:CA BMO S&P 500

+0.28 (+0.30%)

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

+0.08 (+0.13%)

CAD 11.36B
VUN:CA Vanguard US Total Market

+0.26 (+0.23%)

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

+0.16 (+0.30%)

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

+0.21 (+0.24%)

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

+0.08 (+0.08%)

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

+0.77 (+0.31%)

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

+0.31 (+0.50%)

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

+0.01 (+0.02%)

CAD 3.26B

ETFs Containing ZLU:CA

ZLH:CA BMO Low Volatility US Equ.. 0.00 % 0.33 %

+0.09 (+0.27%)

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 -0.88% 4% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.88% 4% F 16% F
Trailing 12 Months  
Capital Gain 15.27% 29% F 59% D-
Dividend Return 2.29% 74% C 29% F
Total Return 17.56% 29% F 56% F
Trailing 5 Years  
Capital Gain 38.74% 35% F 67% D+
Dividend Return 11.88% 70% C- 29% F
Total Return 50.63% 32% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 7.77% 19% F 59% D-
Dividend Return 9.28% 12% F 59% D-
Total Return 1.51% 68% D+ 53% F
Risk Return Profile  
Volatility (Standard Deviation) 7.87% 97% N/A 81% B-
Risk Adjusted Return 117.91% 83% B 98% N/A
Market Capitalization 1.91B 73% C 76% 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.

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.

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.