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

ETF | US Equity | TSX

Last Closing Price

CAD 20.12

Change

0.00 (0.00)%

Market Cap

CAD 0.19B

Volume

0.01M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF seeks to provide exposure to the performance of a portfolio of U.S. stocks to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options. BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF will invest in or use derivative instruments to seek to hedge U.S. currency exposure.

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: 2020-05-24 )

Largest Industry Peers for US Equity

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

CAD1.00B

ETFs Containing ZWA:CA

Symbol Name Weight Mer Price(Change) Market Cap
ZMI:CA BMO Monthly Income ETF 6.91 % 0.55 %

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 -16.51% 20% F 44% F
Dividend Return 0.83% 95% A 73% C
Total Return -15.68% 20% F 46% F
Trailing 12 Months  
Capital Gain -10.50% 16% F 51% F
Dividend Return 1.69% 97% A+ 67% D+
Total Return -8.81% 20% F 52% F
Trailing 5 Years  
Capital Gain -0.15% 17% F 61% D-
Dividend Return 20.74% 94% A 75% C
Total Return 20.60% 22% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 5.03% 34% F 64% D
Dividend Return 4.26% 97% A+ 82% B-
Total Return 9.28% 61% D- 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 9.68% 28% F 70% C-
Risk Adjusted Return 95.86% 54% F 91% A-
Market Capitalization 0.19B 69% D+ 54% 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

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:
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:
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 on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.