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

ETF | US Equity |

Last Closing

CAD 83.12

Change

+1.50 (+1.84)%

Market Cap

CAD 17.10B

Volume

0.26M

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: 2025-04-24 )

Largest Industry Peers for US Equity

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

+2.30 (+1.74%)

CAD 21.09B
XSP:CA iShares Core S&P 500 (CAD Hedg..

+1.09 (+1.96%)

CAD 11.46B
VUN:CA Vanguard US Total Market

+1.79 (+1.80%)

CAD 10.87B
XUS:CA iShares Core S&P 500 Index ETF

+0.86 (+1.86%)

CAD 8.70B
HXS:CA Global X S&P 500 Corporate Cla..

+1.41 (+1.84%)

CAD 4.34B
VSP:CA Vanguard S&P 500 CAD hedged

+1.57 (+1.81%)

CAD 4.04B
QUU:CA Mackenzie US Large Cap Equity ..

+4.16 (+1.94%)

CAD 3.60B
XUU:CA iShares Core S&P US Total Mark..

+0.95 (+1.73%)

CAD 3.34B
ZUE:CA BMO S&P 500 (CAD Hedged)

+1.47 (+1.99%)

CAD 3.23B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

+1.28 (+2.74%)

CAD 3.15B

ETFs Containing ZSP: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 -10.00% 22% F 21% F
Dividend Return 0.23% 26% F 9% A-
Total Return -9.78% 26% F 21% F
Trailing 12 Months  
Capital Gain 10.25% 80% B- 69% C-
Dividend Return 1.13% 32% F 19% F
Total Return 11.38% 85% B 64% D
Trailing 5 Years  
Capital Gain 89.17% 78% C+ 76% C+
Dividend Return 9.47% 52% F 16% F
Total Return 98.63% 83% B 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 15.26% 86% B+ 82% B
Dividend Return 16.47% 90% A- 80% B-
Total Return 1.21% 59% D- 43% F
Risk Return Profile  
Volatility (Standard Deviation) 14.26% 47% F 57% F
Risk Adjusted Return 115.46% 76% C+ 96% N/A
Market Capitalization 17.10B 98% N/A 92% A

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.

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.

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:
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.

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.