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

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 76.8

Change

+0.44 (+0.58)%

Market Cap

CAD 1.09B

Volume

0.02M

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: 2025-05-01 )

Largest Industry Peers for US Equity

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

+1.37 (+1.01%)

CAD 21.09B
ZSP:CA BMO S&P 500 0.09 %

+0.96 (+1.14%)

CAD 17.10B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

+0.43 (+0.75%)

CAD 11.46B
VUN:CA Vanguard US Total Market 0.16 %

+0.91 (+0.89%)

CAD 10.87B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

+0.49 (+1.03%)

CAD 8.70B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

+0.70 (+0.89%)

CAD 4.34B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

+0.51 (+0.57%)

CAD 4.04B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

+2.45 (+1.11%)

CAD 3.60B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

+0.59 (+1.05%)

CAD 3.34B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

+0.53 (+1.09%)

CAD 3.15B

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 -5.24% 67% D+ 32% F
Dividend Return 0.25% 31% F 10% F
Total Return -5.00% 60% D- 31% F
Trailing 12 Months  
Capital Gain 9.34% 47% F 65% D
Dividend Return 1.15% 37% F 20% F
Total Return 10.49% 45% F 60% D-
Trailing 5 Years  
Capital Gain 86.68% 63% D 76% C+
Dividend Return 9.84% 57% F 17% F
Total Return 96.52% 61% D- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.74% 54% F 77% C+
Dividend Return 13.65% 58% F 74% C
Total Return 0.91% 32% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 17.16% 20% F 48% F
Risk Adjusted Return 79.53% 32% F 83% B
Market Capitalization 1.09B 82% B 82% 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.