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

ETF | US Equity |

Last Closing

CAD 77.85

Change

+0.57 (+0.74)%

Market Cap

CAD 3.22B

Volume

0.03M

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: 2025-04-02 )

Largest Industry Peers for US Equity

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

+1.07 (+0.75%)

CAD 21.96B
ZSP:CA BMO S&P 500

+0.70 (+0.79%)

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

+0.38 (+0.65%)

CAD 11.35B
VUN:CA Vanguard US Total Market

+1.02 (+0.95%)

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

+0.42 (+0.84%)

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

+0.68 (+0.82%)

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

+0.71 (+0.78%)

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

+2.16 (+0.93%)

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

+0.54 (+0.91%)

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

+0.36 (+0.74%)

CAD 3.34B

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 -3.95% 31% F 27% F
Dividend Return 0.25% 33% F 11% F
Total Return -3.70% 40% F 27% F
Trailing 12 Months  
Capital Gain 7.48% 36% F 53% F
Dividend Return 1.12% 36% F 19% F
Total Return 8.60% 36% F 47% F
Trailing 5 Years  
Capital Gain 114.34% 58% F 74% C
Dividend Return 11.15% 57% F 19% F
Total Return 125.50% 60% D- 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.60% 61% D- 77% C+
Dividend Return 14.53% 56% F 74% C
Total Return 0.93% 34% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 17.82% 19% F 47% F
Risk Adjusted Return 81.50% 31% F 84% B
Market Capitalization 3.22B 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.