XMS:CA:TSX-iShares Edge MSCI Min Vol USA Index ETF (CAD-Hedged) (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 37.91

Change

+0.50 (+1.34)%

Market Cap

CAD 8.12M

Volume

2.40K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict
Created with Highstock 5.0.6

Bearish

About

The iShares Currency Hedged Minimum Volatility Funds seek to provide long-term capital growth by replicating, to the extent possible, the performance of the applicable Hedged Minimum Volatility Fund Index, net of expenses and, to the extent possible, hedge any resulting non-Canadian currency exposure back to Canadian dollars. The applicable Hedged Minimum Volatility Fund Index for each iShares Currency Hedged Minimum Volatility Fund is identified in this prospectus under ?Investment Objectives ? iShares Currency Hedged Minimum Volatility Funds?.

Inception Date: 05/04/2016

Primary Benchmark: MSCI USA Minimum Volatility Hdg CAD

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

Gross Expense Ratio: NA%

Management Expense Ratio: 0.33 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Created with Highstock 5.0.6
Bond (0%)
Equity (1%)
Cash (0%)
Other (0%)
US Equity (95%)
Top Holdings

N/A

Top Sectors

N/A

Created with Highstock 5.0.6
Basic Materials (0%)
Consumer Cyclicals (6%)
Financial Services (15%)
Real Estate (0%)
Communication Services (5%)
Energy (2%)
Industrials (7%)
Technology (26%)
Consumer Defensive (10%)
Healthcare (15%)
Utilities (7%)
Top Regions

N/A

Created with Highstock 5.0.6
North America (97%)
United Kingdom (0%)
Europe Developed (1%)
Europe Emerging (0%)
Africa/Middle East (0%)
Japan (0%)
Australasia (0%)
Asia Developed (0%)
Asia Emerging (0%)
Latin America (0%)

Share Volume

Relative Performance (Total Returns)

Compare
XMS:CA XIU:CA
  • XIU:CA
Relative Returns (From:    To: 2025-03-14 )

Largest Industry Peers for US Equity

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

N/A

CAD 21.96B
ZSP:CA BMO S&P 500 0.09 %

N/A

CAD 18.70B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

N/A

CAD 11.35B
VUN:CA Vanguard US Total Market 0.16 %

N/A

CAD 11.29B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

N/A

CAD 8.82B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

N/A

CAD 4.70B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

N/A

CAD 4.14B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

N/A

CAD 3.65B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

N/A

CAD 3.46B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

N/A

CAD 3.34B

ETFs Containing XMS: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 3.21% 91% A- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.21% 91% A- 75% C
Trailing 12 Months  
Capital Gain 10.59% 48% F 62% D
Dividend Return 1.33% 55% F 19% F
Total Return 11.92% 47% F 56% F
Trailing 5 Years  
Capital Gain 56.98% 19% F 55% F
Dividend Return 8.85% 32% F 13% F
Total Return 65.82% 9% A- 47% F
Average Annual (5 Year Horizon)  
Capital Gain 8.06% 15% F 59% D-
Dividend Return 9.24% 8% B- 58% F
Total Return 1.18% 50% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 10.88% 85% B 71% C-
Risk Adjusted Return 84.95% 39% F 86% B+
Market Capitalization 8.12M N/A N/A N/A N/A

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

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:
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:
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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.