BMO Covered Call US Banks ETF (ZWK.TO)
20.88
+0.11
(+0.53%)
CAD |
TSX |
Apr 23, 10:48
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.65% | -0.20% | 346.53M | 43309.73 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 9.08% | 76.05% | 77.93M | Upgrade |
Basic Info
| Investment Strategy | |
| BMO Covered Call US Banks ETF seeks to provide exposure to the performance of a portfolio of US banks to generate income and provide long-term capital appreciation while mitigating downside risk through the use of covered call options. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Financial Services Equity |
| Category Index | Morningstar Gbl Fin Svc GR CAD |
| Global Category Name | Financials Sector Equity |
| YCharts Categorization | Financials Equity |
| YCharts Benchmark | S&P 1500 Financials (Sector) Total Return (^SP15FINSTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Asset Management Inc |
| Prospectus Benchmark Index | |
| S&P 500 TR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Rob Bechard | 5.14 yrs |
Performance Versus Category
As of April 22, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 22, 2024.
Basic Info
| Investment Strategy | |
| BMO Covered Call US Banks ETF seeks to provide exposure to the performance of a portfolio of US banks to generate income and provide long-term capital appreciation while mitigating downside risk through the use of covered call options. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Financial Services Equity |
| Category Index | Morningstar Gbl Fin Svc GR CAD |
| Global Category Name | Financials Sector Equity |
| YCharts Categorization | Financials Equity |
| YCharts Benchmark | S&P 1500 Financials (Sector) Total Return (^SP15FINSTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Asset Management Inc |
| Prospectus Benchmark Index | |
| S&P 500 TR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Rob Bechard | 5.14 yrs |