ducovest

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

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 77.1

Change

+0.46 (+0.59)%

Market Cap

CAD 1.09B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

"The investment seeks to replicate, to the extent possible, the performance of the S&P 500 Hedged to Canadian Dollars Index, net of expenses. The fund will invest in and hold the Constituent Securities of the S&P 500 Hedged to Canadian Dollars Index in the same proportion as they are reflected in the S&P 500 Hedged to Canadian Dollars Index or securities intended to replicate the performance of the Index. The index is a float-adjusted market capitalization weighted index that incorporates securities of 500 of the largest U.S. public issuers, representing all major industries, hedged to Canadian dollars, and provides a more diversified exposure that is more representative of the U.S. equity market."

Company Website : www.etfs.bmo.com

Currency: CAD

Country : Canada

Inception Date: 29/05/2009

Primary Benchmark: S&P 500 TR Hdg CAD

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.09 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-12 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

-1.40 (-0.98%)

 CAD 22.27B
ZSP:CA BMO S&P 500 0.09 %

-0.82 (-0.93%)

 CAD 19.82B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

-0.82 (-1.41%)

 CAD 11.85B
VUN:CA Vanguard US Total Market 0.16 %

-1.21 (-1.13%)

 CAD 11.53B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

-0.50 (-1.00%)

 CAD 8.94B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

-0.85 (-1.03%)

 CAD 4.81B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

-1.37 (-1.52%)

 CAD 4.32B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

-2.73 (-1.18%)

 CAD 3.65B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

-0.93 (-1.90%)

 CAD 3.55B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

-0.68 (-1.15%)

 CAD 3.54B

ETFs Containing ZUE:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.87% 29% F 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.87% 29% F 26% F
Trailing 12 Months  
Capital Gain 7.20% 36% F 52% F
Dividend Return 1.15% 38% F 16% F
Total Return 8.36% 36% F 46% F
Trailing 5 Years  
Capital Gain 93.57% 54% F 72% C
Dividend Return 10.12% 55% F 17% F
Total Return 103.69% 53% F 67% D+
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 1.09B 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.