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

ETF | US Equity |

Last Closing

CAD 58.18

Change

-0.14 (-0.24)%

Market Cap

CAD 2.08B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-18 )

Largest Industry Peers for US Equity

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

-1.36 (-0.94%)

CAD 21.96B
ZSP:CA BMO S&P 500

-0.96 (-1.08%)

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

-0.69 (-1.17%)

CAD 11.35B
VUN:CA Vanguard US Total Market

-1.07 (-0.99%)

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

-0.54 (-1.06%)

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

-0.81 (-0.97%)

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

-1.05 (-1.15%)

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

-3.24 (-1.38%)

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

-0.70 (-1.17%)

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

-0.83 (-1.67%)

CAD 3.34B

ETFs Containing ZLU:CA

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

-0.14 (-0.39%)

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 6.23% 98% N/A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.23% 95% A 82% B
Trailing 12 Months  
Capital Gain 18.44% 98% N/A 82% B
Dividend Return 2.20% 74% C 34% F
Total Return 20.64% 98% N/A 81% B-
Trailing 5 Years  
Capital Gain 72.28% 23% F 52% F
Dividend Return 13.77% 66% D+ 26% F
Total Return 86.05% 14% F 47% 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 2.08B 73% C 78% 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.