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

ETF | US Equity |

Last Closing

CAD 81.35

Change

-0.47 (-0.57)%

Market Cap

CAD 3.23B

Volume

0.06M

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: 2025-06-05 )

Largest Industry Peers for US Equity

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

-1.07 (-0.74%)

CAD 21.09B
ZSP:CA BMO S&P 500

-0.58 (-0.65%)

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

-0.31 (-0.50%)

CAD 11.46B
VUN:CA Vanguard US Total Market

-0.78 (-0.71%)

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

-0.38 (-0.75%)

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

-0.63 (-0.75%)

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

-0.67 (-0.70%)

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

-2.03 (-0.86%)

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

-0.40 (-0.66%)

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

-0.51 (-0.94%)

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 0.37% 75% C 42% F
Dividend Return 0.25% 33% F 8% B-
Total Return 0.62% 75% C 38% F
Trailing 12 Months  
Capital Gain 9.43% 52% F 58% F
Dividend Return 1.09% 37% F 20% F
Total Return 10.52% 50% F 53% F
Trailing 5 Years  
Capital Gain 75.44% 58% F 73% C
Dividend Return 8.73% 49% F 15% F
Total Return 84.17% 54% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.98% 55% F 77% C+
Dividend Return 12.87% 53% F 74% C
Total Return 0.90% 31% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 16.55% 21% F 48% F
Risk Adjusted Return 77.77% 33% F 82% 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.