(ZUB) BMO Equal Weight US - Performance 12.3% in 12m
Compare ZUB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
38.37%
#22 in Group
Rel. Strength
68.11%
#2538 in Universe
Total Return 12m
12.27%
#20 in Group
Total Return 5y
90.43%
#12 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: ZUB (12.3%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performers in Financial Services Equity
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| XFN TO iShares S&P/TSX Capped |
7.98% | 24.4% | 131% | - | - | - | - | - |
| ZEB TO BMO S&P/TSX Equal Weight |
8.15% | 20.4% | 131% | - | - | - | - | - |
| ZWB TO BMO Covered Call Canadian |
7.34% | 15.1% | 92.9% | - | - | - | - | - |
| HBNK TO Global X Equal Weight Banks |
7.92% | 20.6% | 36.8% | - | - | - | - | - |
| HMAX TO Hamilton Canadian |
6.87% | 16.3% | 22.4% | - | - | - | - | - |
| ZBK TO BMO Equal Weight US Banks |
6.41% | 15.3% | 100% | - | - | - | - | - |
| BKCL TO Global X Enhanced Equal |
7.35% | 14.5% | 24.7% | - | - | - | - | - |
| ZUB TO BMO Equal Weight US Banks |
7.84% | 12.3% | 90.4% | - | - | - | - | - |
Performance Comparison: ZUB vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ZUB
| Total Return (including Dividends) | ZUB | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 7.84% | 5.57% | 2.87% |
| 3 Months | -11.57% | -2.66% | -6.42% |
| 12 Months | 12.27% | 21.52% | 9.87% |
| 5 Years | 90.43% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | ZUB | XLF | S&P 500 |
| 1 Month | 96.2% | 93.3% | 89.4% |
| 3 Months | -74.8% | -60.3% | -72% |
| 12 Months | 52.2% | 81.8% | 49.3% |
| 5 Years | 15.9% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #18 | 2.15% | 4.83% |
| 3 Month | #22 | -9.15% | -5.51% |
| 12 Month | #22 | -7.61% | 2.18% |
| 5 Years | #21 | -24.0% | -8.23% |
FAQs
Does ZUB BMO Equal Weight US outperforms the market?
No,
over the last 12 months ZUB made 12.27%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months ZUB made -11.57%, while XLF made -2.66%.
Over the last 3 months ZUB made -11.57%, while XLF made -2.66%.
Performance Comparison ZUB vs Indeces and Sectors
ZUB vs. Indices ZUB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.10% | 4.97% | -6.92% | 2.40% |
| US NASDAQ 100 | QQQ | 0.85% | 3.13% | -7.33% | 0.95% |
| US Dow Jones Industrial 30 | DIA | 0.82% | 6.23% | -5.89% | 5.90% |
| German DAX 40 | DAX | -1.02% | -11.4% | -32.5% | -12.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.44% | 1.57% | -6.15% | 6.64% |
| Hongkong Hang Seng | HSI | -2.42% | -8.37% | -16.4% | 0.18% |
| India NIFTY 50 | INDA | 3.49% | 5.56% | -8.82% | 9.94% |
| Brasil Bovespa | EWZ | -0.95% | -3.69% | -16.1% | 18.8% |
ZUB vs. Sectors ZUB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.92% | 4.17% | -13.1% | -8.06% |
| Consumer Discretionary | XLY | 0.18% | 4.33% | -4.73% | -1.78% |
| Consumer Staples | XLP | 1.47% | 5.82% | -13.8% | 4.71% |
| Energy | XLE | 0.12% | 7.76% | -0.92% | 22.0% |
| Financial | XLF | 0.47% | 2.27% | -12.8% | -9.25% |
| Health Care | XLV | 4.89% | 12.2% | -1.69% | 18.2% |
| Industrial | XLI | -0.47% | 0.46% | -7.90% | 2.28% |
| Materials | XLB | 1.11% | 3.13% | -2.87% | 18.3% |
| Real Estate | XLRE | 1.43% | 1.72% | -9.30% | -1.19% |
| Technology | XLK | 0.21% | 1.10% | -4.65% | 5.27% |
| Utilities | XLU | 0.06% | 2.22% | -14.7% | -3.64% |
| Aerospace & Defense | XAR | 0.59% | -1.50% | -16.2% | -12.9% |
| Biotech | XBI | 9.18% | 5.82% | 14.1% | 26.3% |
| Homebuilder | XHB | 1.54% | 4.77% | 6.71% | 22.0% |
| Retail | XRT | 0.95% | 4.25% | -0.63% | 16.6% |