ZLU:CA:TSX-BMO Low Volatility US Equity ETF (CAD) (CAD)

ETF | US Equity | TSX

Last Closing Price

CAD 38.68

Change

+0.39 (+1.02)%

Market Cap

CAD 0.97B

Volume

6.99K

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

BMO Low Volatility US Equity ETF seeks to provide exposure to the performance of a portfolio of U.S. stocks that have lower sensitivity to market movements with the potential for long-term capital appreciation.

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: 2020-06-03 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
ZSP:CA BMO S&P 500 Index ETF (CAD.. 0.08 %

+0.51 (+1.11%)

CAD6.06B
XSP:CA iShares Core S&P 500 Index.. 0.09 %

+0.44 (+1.31%)

CAD5.36B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

+0.85 (+1.15%)

CAD2.73B
VUN:CA Vanguard U.S. Total Market Ind.. 0.15 %

+0.75 (+1.31%)

CAD2.30B
XUS:CA iShares Core S&P 500 Index ETF 0.09 %

+0.64 (+1.23%)

CAD1.99B
ZUE:CA BMO S&P 500 Hedged to CAD .. 0.08 %

+0.61 (+1.36%)

CAD1.76B
HXS:CA Horizons S&P 500 Index ETF 0.11 %

+1.22 (+1.51%)

CAD1.68B
ZDY:CA BMO US Dividend ETF (CAD) 0.30 %

+0.78 (+2.73%)

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

+0.68 (+1.30%)

CAD1.29B
XUU:CA iShares Core S&P U.S. Total Ma.. 0.07 %

+0.43 (+1.38%)

CAD1.00B

ETFs Containing ZLU:CA

Symbol Name Weight Mer Price(Change) Market Cap
ZLH:CA BMO Low Volatility US Equ.. 102.96 % 0.30 %

N/A

CAD0.10B

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 -0.33% 73% C 74% C
Dividend Return 0.44% 70% C- 30% F
Total Return 0.10% 73% C 74% C
Trailing 12 Months  
Capital Gain 6.76% 51% F 77% C+
Dividend Return 0.88% 84% B 44% F
Total Return 7.65% 49% F 77% C+
Trailing 5 Years  
Capital Gain 53.19% 69% D+ 82% B-
Dividend Return 8.77% 60% D- 34% F
Total Return 61.96% 69% D+ 82% B-
Average Annual (5 Year Horizon)  
Capital Gain 8.70% 79% C+ 77% C+
Dividend Return 1.51% 64% D 39% F
Total Return 10.21% 77% C+ 75% C
Risk Return Profile  
Volatility (Standard Deviation) 7.59% 48% F 75% C
Risk Adjusted Return 134.51% 79% C+ 96% A
Market Capitalization 0.97B 88% B+ 76% C
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

Fundamental Analysis 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:
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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

Positive cash flow

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

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.