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

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 69.72

Change

0.00 (0.00)%

Market Cap

CAD 1.09B

Volume

0.11M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

"The investment seeks to replicate, to the extent possible, the performance of the S&P 500 Hedged to Canadian Dollars Index, net of expenses. The fund will invest in and hold the Constituent Securities of the S&P 500 Hedged to Canadian Dollars Index in the same proportion as they are reflected in the S&P 500 Hedged to Canadian Dollars Index or securities intended to replicate the performance of the Index. The index is a float-adjusted market capitalization weighted index that incorporates securities of 500 of the largest U.S. public issuers, representing all major industries, hedged to Canadian dollars, and provides a more diversified exposure that is more representative of the U.S. equity market."

Inception Date: 29/05/2009

Primary Benchmark: S&P 500 TR Hdg CAD

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

Gross Expense Ratio: NA%

Management Expense Ratio: 0.09 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-05 )

Largest Industry Peers for US Equity

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

-0.08 (-0.06%)

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

-0.06 (-0.08%)

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

-0.18 (-0.34%)

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

-0.13 (-0.14%)

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

-0.30 (-0.67%)

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

+0.33 (+0.44%)

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

-0.29 (-0.35%)

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

-2.49 (-1.19%)

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

-0.05 (-0.09%)

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

+0.01 (+0.02%)

CAD 3.34B

ETFs Containing ZUE: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 -13.98% 38% F 21% F
Dividend Return 0.25% 33% F 11% F
Total Return -13.73% 38% F 22% F
Trailing 12 Months  
Capital Gain -3.60% 25% F 31% F
Dividend Return 1.12% 36% F 19% F
Total Return -2.48% 20% F 28% F
Trailing 5 Years  
Capital Gain 79.97% 51% F 70% C-
Dividend Return 10.45% 55% F 18% F
Total Return 90.42% 47% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 13.35% 59% D- 77% C+
Dividend Return 14.27% 58% F 74% C
Total Return 0.92% 34% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 17.57% 20% F 48% F
Risk Adjusted Return 81.21% 31% F 84% B
Market Capitalization 1.09B 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.