BMO Canadian High Dividend Covered Call ETF seeks to provide exposure to the performance of a portfolio of dividend paying Canadian companies to generate income and to provide long-term capital appreciation while mitigating downside risk through the use of covered call options.
|RY:CA||Royal Bank of Canada||4.91 %|
|TD:CA||The Toronto-Dominion Bank||4.90 %|
|BCE:CA||BCE Inc||4.89 %|
|BNS:CA||The Bank of Nova Scotia||4.74 %|
|CM:CA||Canadian Imperial Bank of Commerce||4.60 %|
|MFC:CA||Manulife Financial Corporation||4.60 %|
|ENB:CA||Enbridge Inc||4.05 %|
|TRP:CA||TC Energy Corporation||4.05 %|
|BMO:CA||Bank of Montreal||3.76 %|
|GWO:CA||Great-West Lifeco Inc||3.61 %|
|XDV:CA||iShares Canadian Select Divide..||0.55 %||
|XEI:CA||iShares S&P/TSX Composite ..||0.22 %||
|VDY:CA||Vanguard FTSE Canadian High Di..||0.21 %||
|CDZ:CA||iShares S&P/TSX Canadian D..||0.66 %||
|PDC:CA||Invesco Canadian Dividend Inde..||0.56 %||
|ZDV:CA||BMO Canadian Dividend ETF||0.39 %||
|XDIV:CA||iShares Core MSCI Canadian Qua..||0.11 %||
|DGRC:CA||CI WisdomTree Canada Quality D..||0.24 %||
|FCCD:CA||Fidelity Canadian High Dividen..||0.40 %||
|RCD:CA||RBC Quant Canadian Dividend Le..||0.42 %||
|Market Performance vs.
Industry/Classification (Canadian Dividend and Income Equity)
|Market Performance vs. 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)||12.98%||76%||C||65%||D|
|Risk Adjusted Return||-0.51%||6%||F||18%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
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.
The company had positive total cash flow in the most recent four quarters.
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 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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.