ducovest

ZUE:CA:TSX-BMO S&P 500 Hedged to CAD Index ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 42.18

Change

-0.03 (-0.07)%

Market Cap

CAD 1.09B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

"The investment seeks to replicate, to the extent possible, the performance of the S&P 500 Hedged to Canadian Dollars Index, net of expenses. The fund will invest in and hold the Constituent Securities of the S&P 500 Hedged to Canadian Dollars Index in the same proportion as they are reflected in the S&P 500 Hedged to Canadian Dollars Index or securities intended to replicate the performance of the Index. The index is a float-adjusted market capitalization weighted index that incorporates securities of 500 of the largest U.S. public issuers, representing all major industries, hedged to Canadian dollars, and provides a more diversified exposure that is more representative of the U.S. equity market."

Company Website : www.etfs.bmo.com

Currency: CAD

Country : Canada

Inception Date: 29/05/2009

Primary Benchmark: S&P 500 TR Hdg CAD

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 Holdings

N/A

Symbol Company Name Allocation
BZSPF BZSPF 100.01 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-19 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

+0.78 (+0.64%)

 CAD 12.96B
ZSP:CA BMO S&P 500 0.09 %

+0.38 (+0.51%)

 CAD 12.96B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

+0.43 (+0.83%)

 CAD 9.55B
VUN:CA Vanguard US Total Market 0.16 %

+0.50 (+0.55%)

 CAD 7.86B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

+0.45 (+0.53%)

 CAD 5.82B
HXS:CA Horizons S&P 500 Index ETF 0.11 %

+0.35 (+0.50%)

 CAD 3.33B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

+0.73 (+0.90%)

 CAD 2.98B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

+1.35 (+0.69%)

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

+0.27 (+0.53%)

 CAD 2.66B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

+1.14 (+0.88%)

 CAD 2.54B

ETFs Containing ZUE: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 13.23% 76% C+ 76% C+
Dividend Return N/A N/A N/A N/A F
Total Return 13.23% 75% C 75% C
Trailing 12 Months  
Capital Gain 2.50% 39% F 75% C
Dividend Return 1.59% 49% F 15% F
Total Return 4.09% 32% F 68% D+
Trailing 5 Years  
Capital Gain 46.46% 46% F 84% B
Dividend Return 9.15% 47% F 21% F
Total Return 55.61% 34% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 8.06% 73% C 80% B-
Dividend Return 9.61% 75% C 78% C+
Total Return 1.55% 72% C 31% F
Risk Return Profile  
Volatility (Standard Deviation) 8.31% 39% F 67% D+
Risk Adjusted Return 115.61% 74% C 94% A
Market Capitalization 1.09B 94% A 88% 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:
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.