ducovest

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

ETF | US Equity |

Last Closing

CAD 58.96

Change

0.00 (0.00)%

Market Cap

CAD 2.00B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Company Website : http://www.bmo.com/gam/ca

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-09 )

Largest Industry Peers for US Equity

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

N/A

 CAD 22.27B
ZSP:CA BMO S&P 500

N/A

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

N/A

 CAD 11.85B
VUN:CA Vanguard US Total Market

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

 CAD 3.54B

ETFs Containing ZLU:CA

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

N/A

 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 7.65% 98% N/A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.65% 98% N/A 85% B
Trailing 12 Months  
Capital Gain 21.34% 95% A 83% B
Dividend Return 2.22% 74% C 34% F
Total Return 23.56% 98% N/A 83% B
Trailing 5 Years  
Capital Gain 50.25% 23% F 58% F
Dividend Return 11.85% 66% D+ 26% F
Total Return 62.10% 18% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 8.73% 20% F 61% D-
Dividend Return 10.27% 14% F 60% D-
Total Return 1.53% 70% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 7.77% 97% N/A 82% B
Risk Adjusted Return 132.06% 90% A- 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.