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.
0 of 5 funds beat owning the stock over 3 years, to Nov 11, 2026. 3-year figures are the total over the three years, not a yearly rate.
No fund on this board beat its stock over 3 years.
Trailed (5)
| # | ETF | Fund | Stock | Difference | Score |
|---|---|---|---|---|---|
| 1 | YAMZ Amazon (AMZN) Yield Shares Purpose · Purpose 1.25x leverage | +86.6% | +91.3% | -4.7% | 74 |
| 2 | YTSL Tesla (TSLA) Yield Shares Purpose · Purpose 1.25x leverage | +79.0% | +87.9% | -8.8% | 54 |
| 3 | YGOG Alphabet (GOOGL) Yield Shares Purpose · Purpose 1.25x leverage | +118.2% | +130.5% | -12.4% | 74 |
| 4 | BRKY Berkshire Hathaway (BRK) Yield Shares Purpose · Purpose 1.25x leverage | +60.0% | +73.1% | -13.1% | 71 |
| 5 | APLY Apple (AAPL) Yield Shares Purpose · Purpose 1.25x leverage | +84.0% | +99.3% | -15.2% | 64 |
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.