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

ETF | US Equity |

Last Closing

CAD 57.92

Change

+0.58 (+1.01)%

Market Cap

CAD 2.00B

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)

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Relative Returns (From:    To: 2025-02-25 )

Largest Industry Peers for US Equity

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

-0.16 (-0.11%)

CAD 22.27B
ZSP:CA BMO S&P 500

-0.16 (-0.17%)

CAD 19.82B
XSP:CA iShares Core S&P 500 (CAD Hedg..

-0.30 (-0.48%)

CAD 11.85B
VUN:CA Vanguard US Total Market

-0.23 (-0.20%)

CAD 11.53B
XUS:CA iShares Core S&P 500 Index ETF

-0.04 (-0.07%)

CAD 8.94B
HXS:CA Global X S&P 500 Corporate Cla..

-0.25 (-0.29%)

CAD 4.81B
VSP:CA Vanguard S&P 500 CAD hedged

-0.41 (-0.42%)

CAD 4.32B
QUU:CA Mackenzie US Large Cap Equity ..

-1.09 (-0.44%)

CAD 3.65B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

-0.65 (-1.22%)

CAD 3.55B
XUU:CA iShares Core S&P US Total Mark..

-0.13 (-0.21%)

CAD 3.54B

ETFs Containing ZLU:CA

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

+0.24 (+0.67%)

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 5.75% 95% A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.75% 95% A 82% B
Trailing 12 Months  
Capital Gain 20.84% 61% D- 76% C+
Dividend Return 2.25% 77% C+ 33% F
Total Return 23.10% 63% D 75% C
Trailing 5 Years  
Capital Gain 46.37% 30% F 66% D+
Dividend Return 11.75% 68% D+ 28% F
Total Return 58.12% 23% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.51% 20% F 60% D-
Dividend Return 10.04% 14% F 60% D-
Total Return 1.53% 70% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 7.75% 97% N/A 82% B
Risk Adjusted Return 129.53% 86% B+ 98% N/A
Market Capitalization 2.00B 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.