HEA:CA:TSX-Horizons Enhanced Income US Equity (USD) ETF Common (CAD)

ETF | US Equity | TSX

Last Closing Price

CAD 16.32

Change

0.00 (0.00)%

Market Cap

CAD 0.03B

Volume

198.00

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment objective of Horizons HEA.U is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of large capitalization U.S. companies; and (b) monthly U.S. dollar distributions of dividend and call option income.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-18 )

Largest Industry Peers for US Equity

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

N/A

CAD6.06B
XSP:CA iShares Core S&P 500 Index.. 0.11 %

N/A

CAD5.15B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

N/A

CAD2.71B
VUN:CA Vanguard U.S. Total Market Ind.. 0.15 %

N/A

CAD2.25B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

N/A

CAD1.90B
ZUE:CA BMO S&P 500 Hedged to CAD .. 0.09 %

N/A

CAD1.79B
ZDY:CA BMO US Dividend ETF (CAD) 0.32 %

N/A

CAD1.33B
VSP:CA Vanguard S&P 500 Index ETF.. 0.08 %

N/A

CAD1.03B
XUU:CA iShares Core S&P U.S. Tota.. 0.07 %

N/A

CAD1.00B
ZLU:CA BMO Low Volatility US Equity E.. 0.33 %

N/A

CAD0.97B

ETFs Containing HEA:CA

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (US Equity)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.75% 24% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.75% 24% F 53% F
Trailing 12 Months  
Capital Gain 9.31% 4% F 51% F
Dividend Return 2.12% 92% A- 57% F
Total Return 11.43% 1% F 51% F
Trailing 5 Years  
Capital Gain 24.11% 19% F 62% D-
Dividend Return 20.99% 93% A 73% C
Total Return 45.10% 23% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 2.70% 14% F 53% F
Dividend Return 4.18% 96% A 80% B-
Total Return 6.87% 37% F 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 5.42% 89% B+ 84% B
Risk Adjusted Return 126.76% 70% C- 94% A
Market Capitalization 0.03B 27% F 21% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.