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

ETF | US Equity |

Last Closing

CAD 76.645

Change

-0.67 (-0.86)%

Market Cap

CAD 3.32B

Volume

0.07M

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: 2025-03-11 )

Largest Industry Peers for US Equity

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

-1.37 (-0.95%)

CAD 22.27B
ZSP:CA BMO S&P 500

-0.86 (-0.97%)

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

-0.41 (-0.70%)

CAD 11.85B
VUN:CA Vanguard US Total Market

-0.93 (-0.86%)

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

-0.48 (-0.96%)

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

-0.82 (-0.99%)

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

-0.68 (-0.75%)

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

-1.73 (-0.74%)

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

-0.09 (-0.19%)

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

-0.43 (-0.72%)

CAD 3.54B

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 -5.43% 19% F 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.43% 19% F 25% F
Trailing 12 Months  
Capital Gain 6.33% 27% F 49% F
Dividend Return 1.15% 38% F 16% F
Total Return 7.48% 25% F 43% F
Trailing 5 Years  
Capital Gain 110.74% 65% D 77% C+
Dividend Return 11.08% 57% F 19% F
Total Return 121.82% 61% D- 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.29% 61% D- 77% C+
Dividend Return 15.22% 58% F 74% C
Total Return 0.94% 36% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 18.57% 15% F 46% F
Risk Adjusted Return 81.97% 32% F 85% B
Market Capitalization 3.32B 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.