ZWA:CA:TSX-BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing Price

CAD 24.13


-0.27 (-1.11)%

Market Cap

CAD 0.32B



Yahoo Analyst Target


STA Analyst Target

Yahoo Analyst Rating


STA Analyst Rating


STA Verdict



The investment seeks growth and income. The fund provides exposure to the 30 U.S. Blue Chip companies that make up the Dow Jones Industrial Average, while potentially earning call option premiums.

Inception Date: 20/10/2011

Primary Benchmark: Not Benchmarked

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

Gross Expense Ratio: NA%

Management Expense Ratio: 0.72 %

Unadjusted Closing Price

Adjusted Closing Price



Top Sectors


Top Regions


Share Volume

Relative Performance (Total Returns)

Relative Returns (From:    To: 2018-01-16 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
XSP:CA iShares Core S&P 500 Index ETF.. 0.11 %

-0.32 (-1.01%)

CAD 4.25B
ZSP:CA BMO S&P 500 Index ETF 0.10 %

-0.43 (-1.12%)

CAD 4.23B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

-0.96 (-1.54%)

CAD 1.52B
ZDY:CA BMO US Dividend ETF 0.33 %

-0.38 (-1.25%)

CAD 1.40B
XUU:CA iShares Core S&P U.S. Total Ma.. 0.07 %

-0.55 (-2.03%)

CAD 1.18B
XUS:CA iShares Core S&P 500 Index ETF 0.10 %

-0.60 (-1.37%)

CAD 1.14B
ZUE:CA BMO S&P 500 Hedged to CAD Inde.. 0.11 %

-0.36 (-0.84%)

CAD 1.09B
VUN:CA Vanguard U.S. Total Market Ind.. 0.16 %

-0.73 (-1.50%)

CAD 1.07B
ZLU:CA BMO Low Volatility US Equity E.. 0.33 %

-0.02 (-0.07%)

CAD 0.74B
ZWH:CA BMO US High Dividend Covered C.. 0.71 %

-0.14 (-0.67%)

CAD 0.69B

ETFs Containing ZWA:CA


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
Capital Gain 3.21% 78% C+ 76% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.21% 78% C+ 76% C
Trailing 12 Months  
Capital Gain 19.75% 71% C- 81% B-
Dividend Return 4.42% 95% A 57% F
Total Return 24.17% 89% B+ 83% B
Trailing 5 Years  
Capital Gain 44.92% 6% F 75% C
Dividend Return 27.13% 100% A+ 81% B-
Total Return 72.05% 19% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 4.85% 29% F 61% D-
Dividend Return 9.72% 62% D- 70% C-
Total Return 4.88% 100% A+ 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 7.90% 65% D 77% C+
Risk Adjusted Return 123.09% 62% D- 91% A-
Market Capitalization 0.22B 73% C 71% C-

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.

What to not like:

There is nothing we particularly dislike