ducovest

ZUT:CA:TSX-BMO Equal Weight Utilities Index ETF (CAD)

ETF | Sector Equity | Toronto Stock Exchange

Last Closing

CAD 20.23

Change

+0.04 (+0.20)%

Market Cap

CAD 0.19B

Volume

8.75K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

"The investment seeks to replicate, net of expenses, the Dow Jones Canada Select Equal Weight Utilities Index. The fund invests in and holds the constituent securities of the index in the same proportion as they are reflected in the index."

Company Website : www.etfs.bmo.com

Currency: CAD

Country : Canada

Inception Date: 19/01/2010

Primary Benchmark: Solactive EW Canada Utilities TR CAD

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.60 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
R71:F FASTATOR AB B 10.45 %
CRGO Freightos Limited Ordinary shares 8.26 %
ZLS Zalatoris II Acquisition Corp. 7.88 %
HAEK:F Haemato AG 6.91 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-05-29 )

Largest Industry Peers for Sector Equity

Symbol Name Mer Price(Change) Market Cap
TEC:CA TD Global Technology Leaders I.. 0.00 %

-0.27 (-0.78%)

 CAD 2.36B
ZWU:CA BMO Covered Call Utilities ETF 0.71 %

-0.03 (-0.30%)

 CAD 1.75B
XIT:CA iShares S&P/TSX Capped Informa.. 0.61 %

-0.86 (-1.62%)

 CAD 0.65B
TXF:CA First Asset Tech Giants Covere.. 0.72 %

-0.16 (-0.79%)

 CAD 0.60B
XHC:CA iShares Global Healthcare (CAD.. 0.65 %

-0.24 (-0.34%)

 CAD 0.58B
HTA:CA Tech Achievers Growth & Income.. 1.39 %

-0.11 (-0.64%)

 CAD 0.57B
HHL:CA Harvest Healthcare Leaders Inc.. 1.15 %

-0.03 (-0.31%)

 CAD 0.33B
CWW:CA iShares Global Water Common Cl.. 0.66 %

-0.46 (-0.83%)

 CAD 0.32B
XUT:CA iShares S&P/TSX Capped Utiliti.. 0.62 %

-0.12 (-0.49%)

 CAD 0.32B
COW:CA iShares Global Agriculture Com.. 0.72 %

-0.55 (-0.86%)

 CAD 0.31B

ETFs Containing ZUT:CA

ETP 0.00 % 1.52 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.35% 58% F 76% C+
Dividend Return 1.04% 78% C+ 73% C
Total Return 1.39% 63% D 77% C+
Trailing 12 Months  
Capital Gain 11.77% 65% D 83% B
Dividend Return 1.53% 76% C+ 64% D
Total Return 13.30% 65% D 83% B
Trailing 5 Years  
Capital Gain 29.51% 65% D 76% C+
Dividend Return 19.12% 90% A- 72% C
Total Return 48.64% 85% B 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 8.03% 53% F 68% D+
Dividend Return 11.80% 82% B 73% C
Total Return 3.77% 94% A 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 12.23% 32% F 56% F
Risk Adjusted Return 96.52% 82% B 81% B-
Market Capitalization 0.19B 90% A- 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
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.