ZSP.U:CA:TSX-BMO S&P 500 Index ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 28.55

Change

0.00 (0.00)%

Market Cap

CAD 0.13B

Volume

2.69K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The BMO S&P 500 Index ETF has been designed to replicate, to the extent possible, the performance of the S&P 500 Index, net of expenses. The ETF invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index.

Inception Date: 14/11/2012

Primary Benchmark: S&P 500

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

Gross Expense Ratio: NA%

Management Expense Ratio: 0.09 %

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 ZSP.U: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 3.71% 69% D+ 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.71% 69% D+ 59% F
Trailing 12 Months  
Capital Gain -6.94% 40% F 60% D-
Dividend Return 1.50% 36% F 13% F
Total Return -5.44% 36% F 54% F
Trailing 5 Years  
Capital Gain 40.57% 57% F 82% B-
Dividend Return 8.66% 38% F 19% F
Total Return 49.23% 50% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 9.21% 77% C+ 81% B-
Dividend Return 10.70% 80% B- 79% C+
Total Return 1.48% 67% D+ 29% F
Risk Return Profile  
Volatility (Standard Deviation) 8.36% 41% F 68% D+
Risk Adjusted Return 127.94% 76% C 94% A
Market Capitalization 0.13B 84% B 77% C+

Annual Financials (USD)

Quarterly Financials (USD)

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.

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.

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.