ZLB:CA:TSX-BMO Low Volatility Canadian Equity ETF (CAD)

ETF | Canadian Equity | Toronto Stock Exchange

Last Closing

CAD 49.01

Change

+0.24 (+0.49)%

Market Cap

CAD 1.33B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Slightly Bullish

About

The investment seeks to provide long term capital growth, with less volatility than the broad market. The fund provides exposure to a weighted portfolio of lower beta Canadian stocks.

Inception Date: 21/10/2011

Primary Benchmark: S&P/TSX Capped Composite TR CAD

Primary Index: S&P/TSX Composite TR

Gross Expense Ratio: NA%

Management Expense Ratio: 0.39 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Created with Highstock 5.0.6
Bond (0%)
Equity (99%)
Cash (0%)
Other (0%)
US Equity (0%)
Top Sectors

N/A

Created with Highstock 5.0.6
Basic Materials (5%)
Consumer Cyclicals (8%)
Financial Services (21%)
Real Estate (5%)
Communication Services (9%)
Energy (0%)
Industrials (12%)
Technology (5%)
Consumer Defensive (18%)
Healthcare (0%)
Utilities (13%)
Top Regions

N/A

Created with Highstock 5.0.6
North America (100%)
United Kingdom (0%)
Europe Developed (0%)
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
ZLB:CA XIU:CA
  • XIU:CA
Relative Returns (From:    To: 2025-03-17 )

Largest Industry Peers for Canadian Equity

Symbol Name Mer Price(Change) Market Cap
XIU:CA iShares S&P/TSX 60 0.18 %

-0.13 (-0.35%)

CAD 15.93B
XIC:CA iShares Core S&P/TSX Capped Co.. 0.06 %

-0.12 (-0.30%)

CAD 15.13B
ZCN:CA BMO S&P/TSX Capped Composite 0.05 %

-0.10 (-0.30%)

CAD 10.06B
VCN:CA Vanguard FTSE Canada All Cap 0.06 %

-0.17 (-0.33%)

CAD 8.67B
HXT:CA Global X S&P/TSX 60™ Index C.. 0.03 %

-0.24 (-0.37%)

CAD 3.96B
VCE:CA Vanguard FTSE Canada 0.06 %

-0.27 (-0.49%)

CAD 2.16B
QCN:CA Mackenzie Canadian Equity Inde.. 0.06 %

-0.01 (-0.01%)

CAD 1.78B
WXM:CA First Asset Morningstar Canada.. 0.67 %

-0.16 (-0.48%)

CAD 0.58B
XESG:CA iShares ESG Aware MSCI Canada .. 0.00 %

-0.11 (-0.36%)

CAD 0.46B
MCLC:CA Manulife Multifactor Canadian .. 0.45 %

-0.08 (-0.19%)

CAD 0.33B

ETFs Containing ZLB:CA

SCAD:CA 0.00 % 0.74 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Canadian Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.79% 100% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.79% 100% F 76% C+
Trailing 12 Months  
Capital Gain 12.46% 25% F 66% D+
Dividend Return 2.57% 65% D 42% F
Total Return 15.03% 32% F 64% D
Trailing 5 Years  
Capital Gain 78.54% 17% F 54% F
Dividend Return 19.02% 33% F 41% F
Total Return 97.56% 17% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 9.90% 21% F 64% D
Dividend Return 12.22% 28% F 66% D+
Total Return 2.32% 59% D- 65% D
Risk Return Profile  
Volatility (Standard Deviation) 10.08% 100% F 74% C
Risk Adjusted Return 121.18% 86% B+ 97% N/A
Market Capitalization 1.33B 85% B 84% B

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:
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.

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:
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.