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

ETF | US Equity |

Last Closing

CAD 54.93

Change

+0.89 (+1.65)%

Market Cap

CAD 1.91B

Volume

9.27K

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: 2025-01-16 )

Largest Industry Peers for US Equity

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

+0.40 (+0.26%)

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..

-0.10 (-0.16%)

CAD 11.36B
VUN:CA Vanguard US Total Market

+0.45 (+0.39%)

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

+0.15 (+0.27%)

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

+0.22 (+0.25%)

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

-0.19 (-0.20%)

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

+0.50 (+0.20%)

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

+0.27 (+0.43%)

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

-0.36 (-0.68%)

CAD 3.26B

ETFs Containing ZLU:CA

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

+0.28 (+0.84%)

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 0.29% 9% A- 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.29% 9% A- 44% F
Trailing 12 Months  
Capital Gain 16.75% 27% F 62% D
Dividend Return 2.30% 74% C 29% F
Total Return 19.04% 27% F 60% D-
Trailing 5 Years  
Capital Gain 37.12% 35% F 67% D+
Dividend Return 11.61% 70% C- 28% F
Total Return 48.73% 32% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 7.85% 19% F 59% D-
Dividend Return 9.36% 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 118.93% 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.