ZUP:CA:TSX-BMO US Preferred Share Index ETF (CAD)

ETF | Preferred Share Fixed Income |

Last Closing

CAD 20.03

Change

-0.08 (-0.40)%

Market Cap

CAD 0.04B

Volume

1.80K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-30 )

Largest Industry Peers for Preferred Share Fixed Income

Symbol Name Price(Change) Market Cap
ZPR:CA BMO Laddered Preferred Share

+0.04 (+0.38%)

CAD 1.39B
CPD:CA iShares S&P/TSX Canadian Prefe..

+0.03 (+0.24%)

CAD 0.97B
HPR:CA Global X Active Preferred Shar..

-0.03 (-0.33%)

CAD 0.95B
TPRF:CA TD Active Preferred Share ETF

+0.05 (+0.47%)

CAD 0.34B
XPF:CA iShares S&P/TSX North American..

-0.07 (-0.47%)

CAD 0.19B
BPRF:CA Brompton Flaherty & Crumrine I..

-0.03 (-0.13%)

CAD 0.19B
NPRF:CA NBI Active Canadian Preferred ..

-0.23 (-0.98%)

CAD 0.14B
PR:CA Lysander-Slater Preferred Shar..

-0.03 (-0.31%)

CAD 0.08B
FPR:CA CI Preferred Share ETF

+0.02 (+0.09%)

CAD 0.05B
DIVS:CA Evolve Active Canadian Preferr..

+0.03 (+0.19%)

CAD 0.04B

ETFs Containing ZUP:CA

ZMI:CA BMO Monthly Income 0.00 % 0.61 %

-0.01 (-0.06%)

CAD 0.15B

Market Performance

  Market Performance vs. Industry/Classification (Preferred Share Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -7.44% 6% D- 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.44% 6% D- 25% F
Trailing 12 Months  
Capital Gain -1.09% 13% F 26% F
Dividend Return 1.08% 7% C- 19% F
Total Return -0.01% 6% D- 23% F
Trailing 5 Years  
Capital Gain -20.10% 19% F 15% F
Dividend Return 22.13% 13% F 55% F
Total Return 2.02% 13% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -3.42% 13% F 13% F
Dividend Return -0.64% 13% F 17% F
Total Return 2.78% 40% F 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 10.03% 94% A 73% C
Risk Adjusted Return -6.38% 13% F 17% F
Market Capitalization 0.04B 31% F 23% F

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:
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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.