CEW:CA:TSX-iShares Equal Weight Banc & Lifeco ETF (CAD)

ETF | Financial Services Equity | Toronto Stock Exchange

Last Closing

CAD 20.48

Change

-0.52 (-2.48)%

Market Cap

CAD 0.10B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

About

The investment seeks to provide investors with a diversified equal weighted investment in a portfolio consisting of common shares of the largest Canadian banks and life insurance companies.

Inception Date: 06/02/2008

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

Primary Index: MSCI World/Financials GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.60 %

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 Holdings

N/A

Symbol Company Name Allocation
STVN Stevanato Group SpA 9.35 %
Top Sectors

N/A

Created with Highstock 5.0.6
Basic Materials (0%)
Consumer Cyclicals (0%)
Financial Services (100%)
Real Estate (0%)
Communication Services (0%)
Energy (0%)
Industrials (0%)
Technology (0%)
Consumer Defensive (0%)
Healthcare (0%)
Utilities (0%)
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
CEW:CA XIU:CA
  • XIU:CA
Relative Returns (From:    To: 2025-04-03 )

Largest Industry Peers for Financial Services Equity

Symbol Name Mer Price(Change) Market Cap
ZEB:CA BMO S&P/TSX Equal Weight Banks 0.60 %

N/A

CAD 4.06B
ZWB:CA BMO Covered Call Canadian Bank.. 0.71 %

N/A

CAD 3.02B
XFN:CA iShares S&P/TSX Capped Financi.. 0.61 %

N/A

CAD 1.70B
ZBK:CA BMO Equal Weight US Banks Inde.. 0.37 %

N/A

CAD 0.80B
FSF:CA CI Global Financial Sector ETF 1.11 %

N/A

CAD 0.46B
BANK:CA Evolve Canadian Banks and Life.. 0.39 %

N/A

CAD 0.40B
ZUB:CA BMO Equal Weight US Banks Hedg.. 0.38 %

N/A

CAD 0.39B
ZWK:CA BMO Covered Call US Banks ETF 0.00 %

N/A

CAD 0.36B
RBNK:CA RBC Canadian Bank Yield Index .. 0.33 %

N/A

CAD 0.27B
HEWB:CA Global X Equal Weight Canadian.. 0.00 %

N/A

CAD 0.17B

ETFs Containing CEW:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Services Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.82% 80% B- 43% F
Dividend Return 0.85% 40% F 53% F
Total Return -0.97% 80% B- 45% F
Trailing 12 Months  
Capital Gain 19.14% 85% B 86% B+
Dividend Return 4.14% 44% F 73% C
Total Return 23.28% 85% B 86% B+
Trailing 5 Years  
Capital Gain 118.57% 85% B 78% C+
Dividend Return 32.31% 47% F 69% C-
Total Return 150.88% 95% A 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.17% 75% C 78% C+
Dividend Return 17.84% 90% A- 81% B-
Total Return 3.68% 56% F 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 19.40% 90% A- 44% F
Risk Adjusted Return 91.99% 95% A 90% A-
Market Capitalization 0.10B 53% F 48% F

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.