Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:ZUE

BMO SP 500 HEDGED CAD IDX ETF (ZUE.TO)

103.13
+0.30 (0.29%)
as of Aug 19, 2026, 4:57:18 pm Market Open.
19 watching
0
Investor Insights
star iconAug 19, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

The BMO SP 500 Hedged CAD Index ETF (ZUE-T) is experiencing a mixed reception among experts. One review suggests that while it provides exposure to large-cap stocks, it might be prudent for investors to consider diversifying into U.S. smaller caps to achieve a better balance in their portfolios. Another perspective emphasizes the enduring value of the S&P 500, indicating that it contains some of the best stocks globally. However, the reviewer also mentions a concern regarding U.S. markets and suggests that investors may want to be currency-hedged as they look ahead five years or more. Overall, while ZUE-T is generally seen as a solid investment, caution is advised based on market conditions and the desire for diversification.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
IVV, iShares
COMMENT

Hedging is the thing that protects you in terms of currency fluctuation. If the Cdn$ is strong, you lose money when you convert from US$’s to Cdn. However, if it is relatively weaker, you are making money. As it is right now, if you have things invested in the US, most people think that an $.88 dollar might be a bit of a stretch, but a $.90-$.91 dollar a year from now, might be quite realistic so a hedge is rather unnecessary.

COMMENT

S&P 500 Hedge to CAD Index (ZUE-T) or S&P 500 Index ETF (ZSP-T)? Of the 2, he prefers ZSP a bit more because of the broad Standard & Poor’s benchmark that everyone understands. Not sure what the benchmark for this one is.

Showing 16 to 17 of 17 entries