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

ETF | US Equity |

Last Closing

CAD 81.93

Change

+1.51 (+1.88)%

Market Cap

CAD 3.05B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-15 )

Largest Industry Peers for US Equity

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

+2.38 (+1.60%)

CAD 20.69B
ZSP:CA BMO S&P 500

+1.47 (+1.60%)

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

+1.09 (+1.80%)

CAD 11.36B
VUN:CA Vanguard US Total Market

+1.80 (+1.60%)

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

+0.84 (+1.61%)

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

+1.38 (+1.60%)

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

+1.66 (+1.76%)

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

+5.36 (+2.23%)

CAD 3.48B
XUU:CA iShares Core S&P US Total Mark..

+1.00 (+1.61%)

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

+1.18 (+2.27%)

CAD 3.26B

ETFs Containing ZUE: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 1.09% 68% D+ 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.09% 68% D+ 66% D+
Trailing 12 Months  
Capital Gain 24.40% 54% F 74% C
Dividend Return 1.26% 38% F 15% F
Total Return 25.66% 54% F 72% C
Trailing 5 Years  
Capital Gain 66.83% 53% F 80% B-
Dividend Return 8.21% 47% F 17% F
Total Return 75.04% 54% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.17% 63% D 77% C+
Dividend Return 15.12% 59% D- 74% C
Total Return 0.95% 36% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 18.57% 17% F 47% F
Risk Adjusted Return 81.40% 37% F 87% B+
Market Capitalization 3.05B 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.