ZUT:CA:TSX-BMO Equal Weight Utilities Index ETF

ETF | Sector Equity | Toronto Stock Exchange

Last Closing

CAD 18.09

Change

+0.05 (+0.28)%

Market Cap

CAD 0.19B

Volume

7.50K

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."

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 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 Sector Equity

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

N/A

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

+0.04 (+0.40%)

CAD 1.74B
XIT:CA iShares S&P/TSX Capped Informa.. 0.61 %

-0.15 (-0.27%)

CAD 0.69B
TXF:CA First Asset Tech Giants Covere.. 0.72 %

+0.03 (+0.14%)

CAD 0.66B
XHC:CA iShares Global Healthcare (CAD.. 0.65 %

+0.77 (+1.08%)

CAD 0.63B
HTA:CA Tech Achievers Growth & Income.. 1.39 %

-0.14 (-0.77%)

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

+0.05 (+0.60%)

CAD 0.33B
ZUH:CA BMO Equal Weight US Health Car.. 0.39 %

+1.01 (+1.42%)

CAD 0.32B
CWW:CA iShares Global Water Common Cl.. 0.66 %

+0.49 (+0.90%)

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

+0.23 (+0.93%)

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 16.48% 75% C 83% B
Dividend Return 0.86% 35% F 40% F
Total Return 17.35% 77% C+ 84% B
Trailing 12 Months  
Capital Gain 9.17% 68% D+ 84% B
Dividend Return 4.13% 71% C- 56% F
Total Return 13.30% 73% C 86% B+
Trailing 5 Years  
Capital Gain 17.54% 23% F 71% C-
Dividend Return 21.55% 85% B 66% D+
Total Return 39.09% 31% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 1.57% 44% F 58% F
Dividend Return 5.71% 56% F 65% D
Total Return 4.14% 91% A- 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 10.57% 33% F 59% D-
Risk Adjusted Return 54.04% 49% F 68% D+
Market Capitalization 0.19B 87% B+ 67% 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 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.

What to not like:
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.