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

ETF | US Equity |

Last Closing

CAD 83.7

Change

+0.24 (+0.29)%

Market Cap

CAD 3.17B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-06 )

Largest Industry Peers for US Equity

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

+0.38 (+0.25%)

CAD 21.68B
ZSP:CA BMO S&P 500

+0.28 (+0.30%)

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

+0.18 (+0.29%)

CAD 12.06B
VUN:CA Vanguard US Total Market

+0.30 (+0.26%)

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

+0.14 (+0.26%)

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

+0.24 (+0.27%)

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

+0.34 (+0.35%)

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

+0.21 (+0.33%)

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

+1.86 (+0.75%)

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

+0.28 (+0.52%)

CAD 3.42B

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 3.27% 62% D 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.27% 60% D- 67% D+
Trailing 12 Months  
Capital Gain 20.35% 44% F 70% C-
Dividend Return 1.19% 38% F 14% F
Total Return 21.54% 47% F 66% D+
Trailing 5 Years  
Capital Gain 70.33% 56% F 79% B-
Dividend Return 8.20% 49% F 17% F
Total Return 78.53% 58% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.31% 63% D 77% C+
Dividend Return 15.26% 56% F 74% C
Total Return 0.95% 36% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 18.60% 17% F 47% F
Risk Adjusted Return 82.02% 36% F 86% B+
Market Capitalization 3.17B 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.