BMO Covered Call Utilities ETF (ZWU.TO)
9.96
+0.12
(+1.22%)
CAD |
TSX |
Apr 19, 15:59
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.65% | 0.02% | 1.724B | 246939.5 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 8.53% | 27.53% | 88.01M | Upgrade |
Basic Info
| Investment Strategy | |
| BMO Covered Call Utilities ETF seeks to provide exposure to the performance of a portfolio of utilities companies to generate income and to 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 | High Quality/Limited Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Sector Equity |
| Category Index | Morningstar Gbl GR CAD |
| Global Category Name | Equity Miscellaneous |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Asset Management Inc |
| Prospectus Benchmark Index | |
| Solactive EW Canada Utilities TR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Ariel Liang | 0.23 yrs |
| Sachal Mahajan | 0.23 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
| Investment Strategy | |
| BMO Covered Call Utilities ETF seeks to provide exposure to the performance of a portfolio of utilities companies to generate income and to 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 | High Quality/Limited Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Sector Equity |
| Category Index | Morningstar Gbl GR CAD |
| Global Category Name | Equity Miscellaneous |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Asset Management Inc |
| Prospectus Benchmark Index | |
| Solactive EW Canada Utilities TR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Ariel Liang | 0.23 yrs |
| Sachal Mahajan | 0.23 yrs |