HAU:CA:TSX-Horizons Active US Dividend ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 11.56

Change

0.00 (0.00)%

Market Cap

CAD 0.01B

Volume

600.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment objective of Horizons HAU is to seek long-term returns consisting of regular dividend income and modest long-term capital growth. Horizons HAU invests primarily in equity and equity related securities of U.S. companies or companies with a substantial presence in the United States listed on a U.S. exchange.

Inception Date: 24/02/2015

Primary Benchmark: S&P U.S. Dividend Aristocrats Index CAD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.80 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
ZSP:CA BMO S&P 500 Index ETF 0.09 %

N/A

CAD 5.32B
XSP:CA iShares Core S&P 500 Index ETF.. 0.11 %

N/A

CAD 4.59B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

N/A

CAD 2.17B
VUN:CA Vanguard U.S. Total Market Ind.. 0.16 %

N/A

CAD 1.72B
XUU:CA iShares Core S&P U.S. Total Ma.. 0.08 %

N/A

CAD 1.42B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

N/A

CAD 1.40B
ZDY:CA BMO US Dividend ETF 0.34 %

N/A

CAD 1.40B
ZUE:CA BMO S&P 500 Hedged to CAD Inde.. 0.10 %

N/A

CAD 1.20B
ZLU:CA BMO Low Volatility US Equity E.. 0.33 %

N/A

CAD 0.88B
HXS:CA Horizons S&P 500 Index ETF 0.11 %

N/A

CAD 0.85B

ETFs Containing HAU: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 1.58% 35% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.58% 35% F 39% F
Trailing 12 Months  
Capital Gain -7.37% 38% F 58% F
Dividend Return 1.77% 65% D 19% F
Total Return -5.60% 34% F 53% F
Trailing 5 Years  
Capital Gain -39.51% 3% F 23% F
Dividend Return 3.76% 7% F 6% F
Total Return -35.74% 3% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain -6.86% 1% F 13% F
Dividend Return -5.53% 1% F 12% F
Total Return 1.33% 64% D 26% F
Risk Return Profile  
Volatility (Standard Deviation) 24.94% 1% F 29% F
Risk Adjusted Return -22.19% 1% F 16% F
Market Capitalization 0.01B 18% F 9% 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:

There is nothing we particularly like

What to not like:
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.

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.

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.

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.