XMU:CA:TSX-iShares Edge MSCI Min Vol USA Index ETF (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 85.1

Change

+0.09 (+0.11)%

Market Cap

CAD 0.14B

Volume

1.01K

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Slightly Bearish

About

The investment seeks to replicate, net of expense, the MSCI USA Minimum Volatility Index USD. The fund will invest primarily in shares of one or more US iShares Funds such that the resulting portfolio will have characteristics that closely match the characteristics of the underlying index. The index measures the performance of equity securities in both emerging and developed markets that have lower volatility relative to the equity securities included in the MSCI USA Index.

Inception Date: 24/07/2012

Primary Benchmark: MSCI USA Minimum Volatility (USD) NR CAD

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

Gross Expense Ratio: NA%

Management Expense Ratio: 0.33 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Created with Highstock 5.0.6
Bond (0%)
Equity (1%)
Cash (0%)
Other (0%)
US Equity (95%)
Top Sectors

N/A

Created with Highstock 5.0.6
Basic Materials (0%)
Consumer Cyclicals (6%)
Financial Services (15%)
Real Estate (0%)
Communication Services (5%)
Energy (3%)
Industrials (7%)
Technology (28%)
Consumer Defensive (10%)
Healthcare (15%)
Utilities (6%)
Top Regions

N/A

Created with Highstock 5.0.6
North America (97%)
United Kingdom (0%)
Europe Developed (1%)
Europe Emerging (0%)
Africa/Middle East (0%)
Japan (0%)
Australasia (0%)
Asia Developed (0%)
Asia Emerging (0%)
Latin America (0%)

Share Volume

Relative Performance (Total Returns)

Compare
XMU:CA XIU:CA
  • XIU:CA
Relative Returns (From:    To: 2025-01-13 )

Largest Industry Peers for US Equity

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

+1.51 (+0.98%)

CAD 21.68B
ZSP:CA BMO S&P 500 0.09 %

+0.93 (+0.98%)

CAD 19.55B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

+0.40 (+0.64%)

CAD 12.06B
VUN:CA Vanguard US Total Market 0.16 %

+1.00 (+0.86%)

CAD 11.46B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

+0.54 (+1.01%)

CAD 8.74B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

+0.79 (+0.89%)

CAD 4.79B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

+0.60 (+0.61%)

CAD 4.16B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

+0.59 (+0.92%)

CAD 3.50B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

+3.04 (+1.22%)

CAD 3.48B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

+0.74 (+1.37%)

CAD 3.42B

ETFs Containing XMU: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 -0.65% 57% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.65% 57% F 47% F
Trailing 12 Months  
Capital Gain 20.01% 44% F 72% C
Dividend Return 1.42% 57% F 17% F
Total Return 21.43% 46% F 69% C-
Trailing 5 Years  
Capital Gain 44.07% 39% F 71% C-
Dividend Return 7.61% 34% F 14% F
Total Return 51.67% 35% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 8.74% 27% F 62% D
Dividend Return 9.98% 15% F 61% D-
Total Return 1.24% 63% D 47% F
Risk Return Profile  
Volatility (Standard Deviation) 8.27% 95% A 80% B-
Risk Adjusted Return 120.75% 85% B 98% N/A
Market Capitalization 0.14B 47% F 52% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

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.

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.