Funds that beat their benchmark
Income funds trade something for their payouts: a covered call fund gives up some of its stocks' upside for option income, and a dividend fund narrows its market to the payers. Over a year or three, did that trade pay? Pick a kind of fund to see what it's measured against.
Each single-stock fund against owning its one stock outright, with no options and no borrowing.
18 of 66 funds beat owning the stock over 1 year, to Nov 11, 2026.
Beat the stock
| # | ETF | Fund | Stock | Difference | Score |
|---|---|---|---|---|---|
| 1 | LLHE Harvest Eli Lilly Enhanced High Income Shares · Harvest 1.25x leverage | +56.9% | +48.6% | +8.3% | 66 |
| 2 | NVDH Harvest NVIDIA High Income Shares · Harvest | -0.6% | -8.4% | +7.8% | 79 |
| 3 | NVHE Harvest NVIDIA Enhanced High Income Shares · Harvest 1.25x leverage | -3.6% | -8.4% | +4.8% | 74 |
| 4 | CRHI Ninepoint CNR HighShares · Ninepoint 1.25x leverage | +43.0% | +38.4% | +4.6% | 64 |
| 5 | AVGY Harvest Broadcom Enhanced High Income Shares · Harvest 1.25x leverage | +4.3% | +0.4% | +4.0% | 75 |
| 6 | AMZH Harvest Amazon High Income Shares · Harvest | +12.3% | +8.5% | +3.8% | 72 |
| 7 | SUHE Harvest Suncor Enhanced High Income Shares · Harvest 1.25x leverage | +67.7% | +64.0% | +3.7% | 72 |
| 8 | ABHI Ninepoint Barrick HighShares · Ninepoint 1.25x leverage | +16.5% | +13.3% | +3.2% | 69 |
| 9 | TSLY Harvest Tesla Enhanced High Income Shares · Harvest 1.25x leverage | -6.6% | -9.7% | +3.1% | 24 |
| 10 | YAVG Broadcom (AVGO) Yield Shares Purpose · Purpose 1.25x leverage | +3.4% | +0.4% | +3.0% | 75 |
| 11 | APLE Harvest Apple Enhanced High Income Shares · Harvest 1.25x leverage | +34.5% | +31.6% | +2.9% | 74 |
| 12 | AMHE Harvest Amazon Enhanced High Income Shares · Harvest 1.25x leverage | +10.8% | +8.5% | +2.2% | 71 |
| 13 | TDY Purpose TD (TD) Yield Shares · Purpose 1.25x leverage | +61.3% | +59.5% | +1.8% | 66 |
| 14 | TDHI Ninepoint TD-Linked HighShares · Ninepoint 1.25x leverage | +61.0% | +59.5% | +1.4% | 63 |
| 15 | YCST Costco (COST) Yield Shares Purpose · Purpose 1.25x leverage | +23.0% | +21.6% | +1.4% | 60 |
| 16 | RBCY Purpose RBC (RY) Yield Shares · Purpose 1.25x leverage | +44.6% | +43.4% | +1.2% | 66 |
| 17 | YTSL Tesla (TSLA) Yield Shares Purpose · Purpose 1.25x leverage | -8.6% | -9.7% | +1.1% | 54 |
| 18 | TDHE Harvest Enhanced High Income TD-Linked Shares · Harvest 1.25x leverage | +60.2% | +59.5% | +0.7% | 67 |
Trailed (48)
| # | ETF | Fund | Stock | Difference | Score |
|---|---|---|---|---|---|
| 19 | SOFY Harvest SoFi Enhanced High Income Shares · Harvest 1.25x leverage | -46.6% | -46.6% | -0.0% | 17 |
| 20 | COSY Harvest Costco Enhanced High Income Shares · Harvest 1.25x leverage | +21.3% | +21.6% | -0.3% | 67 |
| 21 | CCHI Ninepoint Cameco HighShares · Ninepoint 1.25x leverage | -18.8% | -18.1% | -0.7% | 57 |
| 22 | ENBE Harvest Enbridge Enhanced High Income Shares · Harvest 1.25x leverage | +5.6% | +6.4% | -0.8% | 67 |
| 23 | MSTY Harvest Strategy Inc. High Income Shares · Harvest | -47.5% | -46.3% | -1.2% | 11 |
| 24 | MSFH Harvest Microsoft High Income Shares · Harvest | +3.6% | +4.9% | -1.3% | 67 |
| 25 | GOGY Harvest Alphabet Enhanced High Income Shares · Harvest 1.25x leverage | +1.2% | +2.6% | -1.4% | 74 |
| 26 | SHPY Purpose Shopify (SHOP) Yield Shares · Purpose 1.25x leverage | -8.1% | -6.5% | -1.5% | 65 |
| 27 | ENHI Ninepoint Enbridge HighShares · Ninepoint 1.25x leverage | +4.9% | +6.4% | -1.5% | 61 |
| 28 | RYHI Ninepoint RY-Linked HighShares · Ninepoint 1.25x leverage | +42.3% | +43.9% | -1.7% | 62 |
| 29 | BNSY Purpose Scotiabank (BNS) Yield Shares · Purpose 1.25x leverage | +46.0% | +47.9% | -1.8% | 66 |
| 30 | RYHE Harvest Enhanced High Income RY-Linked Shares · Harvest 1.25x leverage | +42.1% | +43.9% | -1.9% | 68 |
| 31 | BCEE Harvest BCE Enhanced High Income Shares · Harvest 1.25x leverage | -3.5% | -1.6% | -2.0% | 53 |
| 32 | YCON Coinbase (COIN) Yield Shares Purpose · Purpose 1.25x leverage | -56.7% | -54.5% | -2.2% | 17 |
| 33 | ENBY Purpose Enbridge (ENB) Yield Shares · Purpose 1.25x leverage | +4.0% | +6.4% | -2.4% | 68 |
| 34 | RDDY Harvest Reddit Enhanced High Income Shares · Harvest 1.25x leverage | -51.0% | -48.5% | -2.5% | 15 |
| 35 | CNYE Harvest Coinbase Enhanced High Income Shares · Harvest 1.25x leverage | -57.0% | -54.5% | -2.6% | 13 |
| 36 | BNY Purpose Brookfield (BN) Yield Shares · Purpose 1.25x leverage | -9.4% | -6.8% | -2.6% | 59 |
| 37 | DOLY Purpose Dollarama (DOL) Yield Shares · Purpose 1.25x leverage | +12.9% | +15.5% | -2.6% | 57 |
| 38 | YNVD NVIDIA (NVDA) Yield Shares Purpose · Purpose 1.25x leverage | -11.6% | -8.4% | -3.1% | 78 |
| 39 | BCHI Ninepoint BCE HighShares · Ninepoint 1.25x leverage | -4.9% | -1.6% | -3.3% | 48 |
| 40 | APLY Apple (AAPL) Yield Shares Purpose · Purpose 1.25x leverage | +28.3% | +31.6% | -3.3% | 64 |
| 41 | MSHE Harvest Microsoft Enhanced High Income Shares · Harvest 1.25x leverage | +1.6% | +4.9% | -3.3% | 62 |
| 42 | CCOE Harvest Cameco Enhanced High Income Shares · Harvest 1.25x leverage | -21.7% | -18.1% | -3.5% | 54 |
| 43 | LLYH Harvest Eli Lilly High Income Shares · Harvest | +44.5% | +48.6% | -4.1% | 69 |
| 44 | SHHI Ninepoint Shopify HighShares · Ninepoint 1.25x leverage | -8.7% | -4.5% | -4.2% | 52 |
| 45 | BRKY Berkshire Hathaway (BRK) Yield Shares Purpose · Purpose 1.25x leverage | +15.9% | +20.2% | -4.3% | 71 |
| 46 | YGOG Alphabet (GOOGL) Yield Shares Purpose · Purpose 1.25x leverage | -1.8% | +2.6% | -4.4% | 74 |
| 47 | YUNH UnitedHealth Group (UNH) Yield Shares Purpose · Purpose 1.25x leverage | +23.8% | +28.3% | -4.5% | 32 |
| 48 | YAMZ Amazon (AMZN) Yield Shares Purpose · Purpose 1.25x leverage | +3.1% | +8.5% | -5.4% | 74 |
| 49 | SUHI Ninepoint Suncor HighShares · Ninepoint 1.25x leverage | +57.9% | +64.0% | -6.1% | 70 |
| 50 | TEHE Harvest TELUS Enhanced High Income Shares · Harvest 1.25x leverage | -41.4% | -35.1% | -6.3% | 23 |
| 51 | NFLY Harvest Netflix Enhanced High Income Shares · Harvest 1.25x leverage | -48.9% | -42.3% | -6.6% | 17 |
| 52 | TY Purpose Telus (T) Yield Shares · Purpose 1.25x leverage | -41.8% | -35.1% | -6.7% | 18 |
| 53 | YPLT Palantir (PLTR) Yield Shares Purpose · Purpose 1.25x leverage | -15.3% | -8.3% | -7.0% | 67 |
| 54 | HODY Harvest Robinhood Enhanced High Income Shares · Harvest 1.25x leverage | -42.0% | -34.9% | -7.1% | 20 |
| 55 | YNET Netflix (NFLX) Yield Shares Purpose · Purpose 1.25x leverage | -49.9% | -42.3% | -7.5% | 25 |
| 56 | CNQE Harvest CNQ Enhanced High Income Shares · Harvest 1.25x leverage | +51.2% | +60.1% | -8.9% | 73 |
| 57 | MSTE Harvest MicroStrategy Enhanced High Income Shares · Harvest 1.25x leverage | -55.3% | -46.3% | -9.0% | 10 |
| 58 | MSFY Microsoft (MSFT) Yield Shares Purpose · Purpose 1.25x leverage | -4.4% | +4.9% | -9.3% | 56 |
| 59 | CNQY Purpose Canadian Natural Resources (CNQ) Yield Shares · Purpose 1.25x leverage | +50.7% | +60.1% | -9.4% | 74 |
| 60 | CQHI Ninepoint Canadian Natural Resources HighShares · Ninepoint 1.25x leverage | +50.7% | +60.1% | -9.4% | 70 |
| 61 | YMET Meta (META) Yield Shares Purpose · Purpose 1.25x leverage | -7.8% | +2.2% | -10.0% | 46 |
| 62 | SHPE Harvest Shopify Enhanced High Income Shares · Harvest 1.25x leverage | -15.2% | -4.5% | -10.6% | 57 |
| 63 | AMDY Harvest AMD Enhanced High Income Shares · Harvest 1.25x leverage | +123.9% | +136.4% | -12.6% | 73 |
| 64 | CRCY Harvest Circle Enhanced High Income Shares · Harvest 1.25x leverage | -43.7% | -30.6% | -13.1% | 13 |
| 65 | AEME Harvest Agnico Eagle Enhanced High Income Shares · Harvest 1.25x leverage | -1.7% | +13.8% | -15.5% | 57 |
| 66 | YAMD AMD (AMD) Yield Shares Purpose · Purpose 1.25x leverage | +114.9% | +136.4% | -21.6% | 73 |
How to read this
- Returns are totals in Canadian dollars, with distributions and dividends reinvested, over the same days for the fund and what it's measured against. A fund hedged to the Canadian dollar is measured in the benchmark's or market's own currency.
- Benchmark or market: a covered call fund is compared with the same stocks without options, a fund with no options with the broad market it picks from. Neither is the index a fund tracks: an index fund trails its own index by about its fee, by design, so that would only rank fees. Click a ticker under a return, or see every benchmark and market yardstick, for the full list and the funds compared with each.
- Leverage adds to gains when markets rise and to losses when they fall, so a leveraged fund beating an unleveraged benchmark says more about the market than the options.
- Each fund's own page has the full comparison over more periods.
This is information, not a recommendation to buy or sell any fund. How we compare.