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

ETF | US Equity |

Last Closing

CAD 75.8

Change

+0.56 (+0.74)%

Market Cap

CAD 3.23B

Volume

0.05M

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: 2025-04-25 )

Largest Industry Peers for US Equity

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

+1.09 (+0.81%)

CAD 21.09B
ZSP:CA BMO S&P 500

+0.65 (+0.78%)

CAD 17.10B
XSP:CA iShares Core S&P 500 (CAD Hedg..

+0.41 (+0.72%)

CAD 11.46B
VUN:CA Vanguard US Total Market

+0.68 (+0.67%)

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

+0.36 (+0.76%)

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

+0.60 (+0.77%)

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

+0.64 (+0.73%)

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

+1.36 (+0.62%)

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

+0.38 (+0.68%)

CAD 3.34B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

+0.53 (+1.10%)

CAD 3.15B

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 -6.48% 69% C- 31% F
Dividend Return 0.25% 31% F 10% F
Total Return -6.23% 69% C- 30% F
Trailing 12 Months  
Capital Gain 6.94% 51% F 59% D-
Dividend Return 1.14% 36% F 20% F
Total Return 8.08% 46% F 53% F
Trailing 5 Years  
Capital Gain 83.22% 62% D 73% C
Dividend Return 9.79% 57% F 17% F
Total Return 93.01% 62% D 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.93% 56% F 77% C+
Dividend Return 13.85% 59% D- 74% C
Total Return 0.92% 32% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 17.31% 20% F 48% F
Risk Adjusted Return 80.00% 32% F 84% B
Market Capitalization 3.23B 82% 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.