XSU:CA:TSX-iShares U.S. Small Cap Index ETF (CAD-Hedged) (CAD)

ETF | US Small/Mid Cap Equity | Toronto Stock Exchange

Last Closing

CAD 38.01

Change

+0.39 (+1.04)%

Market Cap

CAD 0.22B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate, net of expenses, the Russell 2000 Index ? Canadian Dollar Hedged. The index is a market capitalization-weighted index of securities of 2000 of the smaller US public issuers provided by FRC, hedged to Canadian dollars.

Inception Date: 14/05/2007

Primary Benchmark: Russell 2000 Hgd TR CAD

Primary Index: Russell 2000 TR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.36 %

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: 2024-04-22 )

Largest Industry Peers for US Small/Mid Cap Equity

Symbol Name Mer Price(Change) Market Cap
XMC:CA iShares S&P US Mid-Cap 0.16 %

+0.21 (+0.70%)

CAD 0.22B
XMH:CA iShares S&P US Mid-Cap CAD Hed.. 0.16 %

+0.02 (+0.08%)

CAD 0.20B
DXZ:CA Dynamic Active U.S. Mid-Cap ET.. 0.87 %

-0.06 (-0.49%)

CAD 0.03B
UMI:CA CI WisdomTree U.S. MidCap Divi.. 0.41 %

N/A

CAD 0.02B
MUMC:CA Manulife Multifactor U.S. Mid .. 0.55 %

N/A

CAD 8.01M
MUSC:CA Manulife Multifactor U.S. Smal.. 0.62 %

N/A

CAD 3.66M

ETFs Containing XSU:CA

CBN 0.00 % 1.97 %

N/A

N/A
CBN:CA 0.00 % 0.84 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Small/Mid Cap Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.09% 14% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.09% 14% F 17% F
Trailing 12 Months  
Capital Gain 8.08% 14% F 64% D
Dividend Return 1.22% 67% D+ 20% F
Total Return 9.29% 14% F 62% D
Trailing 5 Years  
Capital Gain 14.63% 43% F 52% F
Dividend Return 4.48% 57% F 18% F
Total Return 19.11% 29% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 7.26% 57% F 68% D+
Dividend Return 8.07% 57% F 65% D
Total Return 0.81% 50% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 28.66% 29% F 33% F
Risk Adjusted Return 28.15% 43% F 56% F
Market Capitalization 0.22B 100% F 63% D

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.

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.