ZLU:CA:TSX-BMO Low Volatility US Equity ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 35.71

Change

-0.06 (-0.17)%

Market Cap

CAD 0.92B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide an exposure to the performance of a portfolio of U.S. stocks with the potential for long term capital growth. Securities will be selected from the large capitalization U.S. equity universe. The 100 securities that have the lowest sensitivity to market movements (beta) will be selected for the portfolio and it will be weighted so that a higher allocation is given to securities with lower beta.

Inception Date: 19/03/2013

Primary Benchmark: S&P 500 TR CAD

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.33 %

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: 2019-03-25 )

Largest Industry Peers for US Equity

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

+0.34 (+0.44%)

CAD 10.81B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

+0.49 (+0.90%)

CAD 9.71B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

+0.91 (+0.73%)

CAD 8.89B
VUN:CA Vanguard US Total Market 0.16 %

+0.78 (+0.82%)

CAD 7.76B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

+0.65 (+0.74%)

CAD 5.73B
HXS:CA Horizons S&P 500 Index ETF 0.11 %

+0.50 (+0.69%)

CAD 2.95B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

+0.78 (+0.38%)

CAD 2.89B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

+0.38 (+0.73%)

CAD 2.68B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

+0.47 (+0.34%)

CAD 2.66B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

+0.70 (+0.83%)

CAD 2.45B

ETFs Containing ZLU:CA

ZLH:CA BMO Low Volatility US Equ.. 0.00 % 0.33 %

+0.22 (+0.68%)

CAD 0.09B

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 9.07% 30% F 64% D
Dividend Return N/A N/A N/A N/A F
Total Return 9.07% 25% F 62% D
Trailing 12 Months  
Capital Gain 19.23% 99% N/A 92% A
Dividend Return 2.07% 70% C- 23% F
Total Return 21.30% 99% N/A 91% A-
Trailing 5 Years  
Capital Gain 88.05% 86% B+ 92% A
Dividend Return 11.57% 65% D 29% F
Total Return 99.62% 91% A- 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 12.12% 89% A- 86% B+
Dividend Return 13.74% 88% B+ 85% B
Total Return 1.63% 75% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 11.50% 8% B- 55% F
Risk Adjusted Return 119.45% 79% B- 94% A
Market Capitalization 0.92B 93% A 85% 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:
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.

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.

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:
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.