CUD.TO
iShares US Dividend Growers Index ETF (CAD-Hedged)
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 243.7 M
ASSETS UNDER MGMT
66 bp
EXPENSES
Fund Basics
| Inception date | Sep 13, 2011 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | CAD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | Yes |
| Fund of funds | Yes |
Top 10 Holdings
| VERIZON COMMUNICATIONS INC | 2.5 % |
| REALTY INCOME CORP | 2.2 % |
| QUALCOMM INC | 1.7 % |
| KENVUE, INC. | 1.6 % |
| TEXAS INSTRUMENTS INC | 1.6 % |
| KIMBERLY-CLARK CORP | 1.6 % |
| CHEVRON CORP | 1.6 % |
| AUTOMATIC DATA PROCESSING | 1.6 % |
| TARGET CORP | 1.6 % |
| PEPSICO INC | 1.5 % |
Constituent Breakdown
| Number of holdings | 171 |
| Herfindahl-Hirschman Index | 99 |
| Wgt avg mkt cap (mns) | $0 |
| Large cap (>$10bn) | 0.0% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.6% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 94.1 % |
 |
IRELAND | 3.2 % |
 |
BRITAIN | 1.0 % |
 |
CANADA | 0.6 % |
 |
SWITZERLAND | 0.5 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 4.9% | 3.7% | 3.2% | 4.9% | 0.2% | 4.1% | -- | 7.5% |
| Dividend Yield | 0.7% | 1.8% | 1.8% | 1.9% | 1.9% | 2.0% | -- | 2.3% |
| Total Returns | 5.6% | 5.5% | 5.0% | 6.8% | 2.1% | 6.1% | -- | 9.8% | Ann. Volatility | 10.8% | 11.8% | 13.5% | 12.9% | 14.7% | 17.2% | -- | 16.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.34 | 11% |
| MSCI EAFE | 0.32 | 17% |
| MSCI Emg Mkts | 0.17 | 9% |
Liquidity Measures
| Avg. volume (000) | 1 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $57.40 |
| Relative strength (RSI) | 51 |
| MACD/Signal | 0.08/0.01 |
| Bollinger Bands (Upper/Lower) | $58.25/$56.53 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. CUD.TO |
Expenses vs. CUD.TO |
ALTAR Score™ vs. CUD.TO |
|---|---|---|---|---|
| IUAE.TO | Invesco S&P US Dividend Aristocrats ESG Index ETF | 48.2% | -36 bp | -0.6% |
| SMVP.TO | HAMILTON CHAMPIONS TM U.S. Dividend Index ETF | 33.3% | -66 bp | -6.4% |
| FUD.TO | First Trust Value Line Dividend Index ETF (CAD-Hedged) | 32.7% | +12 bp | -0.1% |
| XDU.TO | iShares Core MSCI US Quality Dividend Index ETF | 32.3% | -50 bp | +0.6% |
| VUDV.TO | Vanguard U.S. High Dividend Yield Index ETF | 27.3% | -38 bp | -0.2% |
| UDEF.TO | Manulife Smart U.S. Defensive Equity ETF | 26.7% | -33 bp | -0.5% |
| XMU.TO | iShares MSCI Min Vol USA Index ETF | 25.9% | -33 bp | -0.7% |
| MDEF.TO | Mackenzie Defensive Tilt ETF | 25.8% | -11 bp | -0.5% |
| ZLU.TO | BMO Low Volatility US Equity ETF | 24.5% | -36 bp | +0.3% |
| XDG.TO | iShares Core MSCI Global Quality Dividend Index ETF | 23.8% | -44 bp | +0.6% |
Risk and Returns: CUD.TO vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (CAD)
| Sales per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Book value per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | ||||
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
6.4%
ALTAR SCORE™
70th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. CUD.TO's ALTAR Score™ is approximately 0.5 standard
deviations above the category average. This places CUD.TO in the 70th percentile
among funds in the category.
Sell-Side Consensus
$65.7
PRICE TARGET
+14.3%
UPSIDE