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

ETF | US Equity |

Last Closing

CAD 55.4

Change

+0.42 (+0.76)%

Market Cap

CAD 1.97B

Volume

6.63K

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: 2025-01-21 )

Largest Industry Peers for US Equity

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

-0.11 (-0.07%)

CAD 21.68B
ZSP:CA BMO S&P 500

+0.10 (+0.11%)

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

-0.10 (-0.16%)

CAD 12.06B
VUN:CA Vanguard US Total Market

+0.61 (+0.53%)

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

-0.02 (-0.04%)

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

-0.79 (-0.88%)

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

+0.11 (+0.11%)

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

-0.01 (-0.02%)

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

-1.25 (-0.50%)

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

-0.34 (-0.63%)

CAD 3.42B

ETFs Containing ZLU:CA

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

+0.23 (+0.68%)

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 1.15% 2% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.15% 2% F 44% F
Trailing 12 Months  
Capital Gain 17.25% 27% F 63% D
Dividend Return 2.29% 74% C 30% F
Total Return 19.53% 27% F 60% D-
Trailing 5 Years  
Capital Gain 36.49% 32% F 65% D
Dividend Return 11.46% 70% C- 27% F
Total Return 47.94% 28% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 7.93% 19% F 59% D-
Dividend Return 9.45% 12% F 59% D-
Total Return 1.52% 68% D+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 7.86% 97% N/A 81% B-
Risk Adjusted Return 120.27% 83% B 98% N/A
Market Capitalization 1.97B 73% C 77% 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.