ZMU:CA:TSX-BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (CAD)

ETF | Global Corporate Fixed Income | Toronto Stock Exchange

Last Closing

CAD 12.53

Change

-0.19 (-1.49)%

Market Cap

CAD 0.36B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF has been designed to replicate, to the extent possible, the performance of the Barclay?s U.S. Investment Grade 5-10 Year Corporate Bond CAD Hedged Index, net of expenses.

Inception Date: 20/03/2013

Primary Benchmark: BBgBarc US IG 5-10 CB Capped Hdg TR CAD

Primary Index: Barclays Global Aggregate TR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.27 %

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: 2025-04-07 )

Largest Industry Peers for Global Corporate Fixed Income

Symbol Name Mer Price(Change) Market Cap
ZIC:CA BMO Mid-Term US IG Corporate B.. 0.26 %

-0.05 (-0.28%)

CAD 3.22B
QUIG:CA Mackenzie US Investment Grade .. 0.28 %

+0.36 (+0.43%)

CAD 0.52B
XIG:CA iShares U.S. IG Corporate Bond.. 0.32 %

+0.09 (+0.44%)

CAD 0.40B
RUSB:CA RBC Short Term U.S. Corporate .. 0.40 %

+0.04 (+0.19%)

CAD 0.32B
ZSU:CA BMO Short-Term US IG Corporate.. 0.28 %

+0.02 (+0.15%)

CAD 0.19B
EARN:CA Evolve Active Global Fixed Inc.. 0.92 %

+0.08 (+0.17%)

CAD 0.02B
TUSB:CA TD Select U.S. Short Term Corp.. 0.28 %

+0.13 (+0.92%)

CAD 0.02B
IGCF:CA PIMCO Investment Grade Credit .. 0.85 %

+0.04 (+0.25%)

CAD 9.91M

ETFs Containing ZMU:CA

ZBAL:CA BMO Balanced ETF 0.00 % 0.00 %

-0.37 (-0.77%)

CAD 0.31B
ZGRO:CA BMO Growth ETF 0.00 % 0.00 %

-0.59 (-0.77%)

CAD 0.40B
ZCON:CA BMO Conservative ETF 0.00 % 0.00 %

-0.26 (-0.77%)

CAD 0.06B
ZMI:CA BMO Monthly Income 0.00 % 0.61 %

-0.13 (-0.77%)

CAD 0.15B

Market Performance

  Market Performance vs. Industry/Classification (Global Corporate Fixed Income) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.48% 88% B+ 80% B-
Dividend Return 1.01% 78% C+ 63% D
Total Return 1.49% 89% A- 84% B
Trailing 12 Months  
Capital Gain 0.80% 44% F 52% F
Dividend Return 4.09% 56% F 74% C
Total Return 4.89% 44% F 58% F
Trailing 5 Years  
Capital Gain -14.65% 22% F 16% F
Dividend Return 18.17% 78% C+ 44% F
Total Return 3.53% 33% F 18% F
Average Annual (5 Year Horizon)  
Capital Gain -4.96% 44% F 9% A-
Dividend Return -2.45% 44% F 11% F
Total Return 2.52% 67% D+ 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 7.46% 44% F 83% B
Risk Adjusted Return -32.79% 44% F 8% B-
Market Capitalization 0.36B 89% A- 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.

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.

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.