The ETF seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the NASDAQ-100 Index, or any successor thereto, on an unhedged basis, in the case of any unhedged units, or on a hedged basis, in the case of any hedged units. The ETF invests, directly or indirectly, primarily in equity securities of companies listed on The NASDAQ Stock Market.
Inception Date: 16/06/2011
Primary Benchmark: NASDAQ 100 Hdg NR CAD
Management Expense Ratio: 0.33 %
|ZSP:CA||BMO S&P 500 Index ETF||0.10 %||
|XSP:CA||iShares Core S&P 500 Index ETF..||0.11 %||
|VFV:CA||Vanguard S&P 500 Index ETF||0.08 %||
|ZDY:CA||BMO US Dividend ETF||0.33 %||
|XUU:CA||iShares Core S&P U.S. Total Ma..||0.07 %||
|XUS:CA||iShares Core S&P 500 Index ETF||0.10 %||
|VUN:CA||Vanguard U.S. Total Market Ind..||0.16 %||
|ZUE:CA||BMO S&P 500 Hedged to CAD Inde..||0.11 %||
|HXS:CA||Horizons S&P 500 Index ETF||0.12 %||
|ZLU:CA||BMO Low Volatility US Equity E..||0.33 %||
|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|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||8.81%||36%||F||71%||C-|
|Risk Adjusted Return||30.09%||11%||F||40%||F|
|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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.