All funds

411 funds. Score is out of 100. Click a column heading to sort; funds marked “new” are too young to score, cash funds aren’t scored, and both always come last. Tick up to four funds to compare them side by side.

CompareTicker ⇅FundTypeScore ▲Yield ⇅1-yr return ⇅Fee ⇅Worst drop ⇅Risk rating ⇅Liquidity ⇅
MSTEHarvest MicroStrategy Enhanced High Income SharesSingle-stock 1.25x 1052.9%-40.0%1.89%-82.8%HighVery high
MSTYHarvest Strategy Inc. High Income SharesSingle-stock 1138.9%-30.0%0.80%-78.9%HighMedium
CNYEHarvest Coinbase Enhanced High Income SharesSingle-stock 1.25x 1356.6%-52.3%1.89%-68.0%HighMedium
CRCYHarvest Circle Enhanced High Income SharesSingle-stock 1.25x 1372.5%-30.2%1.82%-61.8%HighMedium
RDDYHarvest Reddit Enhanced High Income SharesSingle-stock 1.25x 1567.4%-56.7%1.82%-62.3%HighMedium
SOFYHarvest SoFi Enhanced High Income SharesSingle-stock 1.25x 1731.4%-42.5%1.80%-50.9%HighMedium
YCONCoinbase (COIN) Yield Shares PurposeSingle-stock 1.25x 1754.5%-52.1%1.62%-66.6%HighMedium
NFLYHarvest Netflix Enhanced High Income SharesSingle-stock 1.25x 1724.7%-47.2%1.89%-57.8%HighMedium
TYPurpose Telus (T) Yield SharesSingle-stock 1.25x 1815.8%-31.8%1.22%-49.9%MediumVery low
HODYHarvest Robinhood Enhanced High Income SharesSingle-stock 1.25x 2049.6%-43.3%1.84%-58.1%HighMedium
ETHYPurpose Ether YieldSector 2124.6%-44.1%2.62%-73.3%HighMedium
HBIXHarvest Bitcoin Enhanced IncomeEnhanced 1.25x 2123.5%-24.4%2.79%-53.0%HighMedium
TEHEHarvest TELUS Enhanced High Income SharesSingle-stock 1.25x 2315.8%-31.7%1.86%-47.3%MediumLow
TSLYHarvest Tesla Enhanced High Income SharesSingle-stock 1.25x 2429.5%-8.3%1.88%-43.5%HighVery high
YNETNetflix (NFLX) Yield Shares PurposeSingle-stock 1.25x 2519.3%-48.2%1.58%-59.0%Med–highMedium
BCCLGlobal X Enhanced Bitcoin Covered CallEnhanced 1.25x 3131.9%-20.5%2.10%-52.1%HighMedium
YUNHUnitedHealth Group (UNH) Yield Shares PurposeSingle-stock 1.25x 3218.0%+22.2%1.51%-58.2%HighLow
BCCCGlobal X Bitcoin Covered CallSector 3424.8%-18.2%1.09%-44.0%HighMedium
HPYTHarvest Premium Yield TreasuryBond 419.9%-6.4%0.68%-12.7%Low–medHigh
PAYLGlobal X Long-Term Government Bond Premium YieldBond 449.2%-4.1%0.75%-8.7%Low–medVery low
PAYMGlobal X Mid-Term Government Bond Premium YieldBond 467.2%-1.8%0.66%-4.4%LowVery low
CCBDCI U.S. Aggregate Bond Covered CallBond 465.4%-5.0%0.57%-10.3%LowVery low
YMETMeta (META) Yield Shares PurposeSingle-stock 1.25x 4629.5%-8.5%1.53%-36.0%Med–highMedium
RNCLGlobal X Enhanced Equal Weight Canadian Telecommunications Covered CallEnhanced 1.25x 4813.8%-16.9%1.96%-26.6%Med–highVery low
BCHINinepoint BCE HighSharesSingle-stock 1.25x 4815.7%-4.6%1.67%-20.5%MediumLow
DXWDynamic Active International DividendDividend 480.3%+20.5%0.55%-29.3%MediumVery low
HPYMHarvest Premium Yield 7-10 Year TreasuryBond 496.2%-4.5%0.69%-6.4%Low–medMedium
RNCCGlobal X Equal Weight Canadian Telecommunications Covered CallSector 5011.5%-11.9%0.55%-19.9%MediumLow
HBNDHamilton U.S. Bond YIELD MAXIMIZER™Bond 509.5%-6.8%0.65%-13.4%Low–medMedium
MIDBEvolve Enhanced Yield Mid Term BondBond 5010.7%-3.4%0.75%-6.3%Low–medLow
FCRRFidelity U.S. Dividend for Rising RatesDividend 501.3%+8.5%0.39%-17.4%MediumVery low
HBILHamilton U.S. T-Bill YIELD MAXIMIZER™Bond 504.5%+0.3%0.49%-1.5%LowMedium
FCUHFidelity U.S. High Dividend Currency NeutralDividend 521.6%+7.9%0.41%-34.0%Med–highVery low
SHHINinepoint Shopify HighSharesSingle-stock 1.25x 5225.8%-10.8%1.48%-35.4%Med–highMedium
FCUDFidelity U.S. High DividendDividend 530.5%+7.1%0.38%-27.4%MediumMedium
BCEEHarvest BCE Enhanced High Income SharesSingle-stock 1.25x 5318.8%-3.0%1.87%-20.0%MediumMedium
CCOEHarvest Cameco Enhanced High Income SharesSingle-stock 1.25x 5427.7%-19.2%1.88%-41.3%Med–highMedium
YTSLTesla (TSLA) Yield Shares PurposeSingle-stock 1.25x 5425.7%-10.2%1.52%-40.8%HighVery high
ZHPBMO US Preferred Share Hedged to CAD IndexPreferred 546.6%-9.1%0.51%-27.4%MediumVery low
PAYSGlobal X Short-Term Government Bond Premium YieldBond 555.3%+0.1%0.55%-1.4%LowLow
AGCCGlobal X Silver Covered CallSector 5514.5%-14.4%1.20%-45.5%HighLow
BTCYPurpose Bitcoin YieldSector 5511.5%-27.0%2.41%-64.5%HighMedium
HGRHarvest REIT Leaders IncomeSector 557.1%-0.8%0.99%-40.5%MediumLow
LPAYGlobal X Long-Term U.S. Treasury Premium YieldBond 5510.9%-3.0%0.59%-8.4%Low–medLow
MSFYMicrosoft (MSFT) Yield Shares PurposeSingle-stock 1.25x 5618.3%+1.8%1.54%-34.3%Med–highMedium
AGGEvolve Canadian Aggregate Bond Enhanced YieldBond 566.6%-0.2%0.77%-2.8%LowLow
FCIDFidelity International High DividendDividend 560.1%+21.6%0.57%-26.7%MediumMedium
BIGYEvolve US Equity UltraYieldEnhanced 1.33x 5731.4%-12.3%0.61%-23.6%HighVery high
CCHINinepoint Cameco HighSharesSingle-stock 1.25x 5737.4%-16.7%1.34%-41.0%HighMedium
DOLYPurpose Dollarama (DOL) Yield SharesSingle-stock 1.25x 578.0%+5.1%1.21%-19.4%MediumVery low
SHPEHarvest Shopify Enhanced High Income SharesSingle-stock 1.25x 5734.6%-18.3%1.88%-36.9%HighMedium
AEMEHarvest Agnico Eagle Enhanced High Income SharesSingle-stock 1.25x 5722.3%-2.2%1.87%-46.8%Med–highMedium
BONDEvolve Enhanced Yield BondBond 5813.7%-5.6%0.78%-10.6%Low–medMedium
BNYPurpose Brookfield (BN) Yield SharesSingle-stock 1.25x 5910.8%-10.2%1.14%-22.6%MediumLow
HBTEHarvest Bitcoin Leaders Enhanced IncomeEnhanced 1.25x 6047.2%-28.0%2.49%-46.1%HighHigh
YCSTCostco (COST) Yield Shares PurposeSingle-stock 1.25x 6014.3%+21.0%1.50%-17.5%MediumLow
ENHINinepoint Enbridge HighSharesSingle-stock 1.25x 6113.3%-0.8%1.60%-16.4%MediumLow
SPAYGlobal X Short-Term U.S. Treasury Premium YieldBond 616.2%+3.4%0.44%-4.6%LowMedium
CUTLCI Utilities Giants Covered CallSector 615.4%-2.4%0.69%-14.1%MediumVery low
DXGDynamic Active Global DividendDividend 620.4%+5.3%0.83%-21.8%MediumHigh
ZUPBMO US Preferred Share IndexPreferred 626.4%-5.1%0.50%-19.7%MediumVery low
DXREDynamic Active Real EstateREIT 622.5%+10.0%0.72%-8.1%MediumVery low
HIGBrompton Global Healthcare Income & GrowthSector 625.9%+5.4%0.85%-23.4%MediumVery low
MSHEHarvest Microsoft Enhanced High Income SharesSingle-stock 1.25x 6216.2%+6.8%1.87%-32.4%Med–highMedium
RYHINinepoint RY-Linked HighSharesSingle-stock 1.25x 628.6%+34.6%1.60%-7.3%MediumLow
CGXFCI Gold+ Giants Covered CallSector 639.1%-0.3%0.72%-57.9%HighHigh
MUSAMiddlefield U.S. Equity DividendDividend 632.1%+19.3%1.15%-27.3%MediumVery low
UMICI U.S. MidCap Dividend IndexDividend 632.1%+12.3%0.39%-36.8%Med–highVery low
TDHINinepoint TD-Linked HighSharesSingle-stock 1.25x 639.0%+53.6%1.55%-4.3%MediumLow
BEPRBrompton Flaherty & Crumrine Enhanced Investment Grade PreferredPreferred 1.33x 649.0%-2.5%1.22%-48.0%MediumVery low
MPAYGlobal X Mid-Term U.S. Treasury Premium YieldBond 648.6%+0.2%0.51%-6.4%LowHigh
APLYApple (AAPL) Yield Shares PurposeSingle-stock 1.25x 645.1%+23.5%1.58%-23.7%Med–highMedium
ZWGDBMO Covered Call Spread Gold BullionSector 646.1%-4.7%0.72%-23.4%MediumLow
CGDICI Global Dividend Private PoolDividend 641.4%+1.0%0.97%-5.6%MediumVery low
DGRCI U.S. Quality Dividend Growth IndexDividend 641.0%+7.7%0.38%-20.6%MediumLow
SWINHAMILTON CHAMPIONS™ Enhanced U.S. DividendDividend 1.25x 642.5%+23.5%1.69%-7.0%Med–highVery low
DCPDesjardins Canadian Preferred Share IndexPreferred 646.8%+8.4%0.46%-32.9%MediumVery low
CRHINinepoint CNR HighSharesSingle-stock 1.25x 649.3%+40.9%1.35%-5.9%MediumLow
FHICI Health Care Giants Covered CallSector 647.2%+17.5%0.72%-15.3%MediumLow
NXFCI Energy Giants Covered CallSector 6410.1%+33.6%0.71%-57.4%HighMedium
RUDRBC Quant U.S. Dividend LeadersDividend 641.0%+15.7%0.43%-16.9%MediumMedium
GGEPGuardian Directed Equity PathIndex 654.1%+4.6%1.09%-12.2%Low–medVery low
BAAABrompton Wellington Square AAA CLOCLO 654.8%+2.9%0.46%-0.4%LowVery low
NRGINinepoint Energy IncomeSector 6511.5%+36.3%5.09%-28.0%HighMedium
SHPYPurpose Shopify (SHOP) Yield SharesSingle-stock 1.25x 6535.4%-9.3%1.16%-35.6%Med–highMedium
EMV.BCI Emerging Markets Dividend IndexDividend 652.4%+22.1%0.41%-21.6%MediumMedium
HAZGlobal X Active Global DividendDividend 650.8%+8.8%0.76%-15.8%Low–medMedium
UDIVManulife Smart U.S. DividendDividend 651.7%+15.6%0.37%-16.2%MediumLow
BNSYPurpose Scotiabank (BNS) Yield SharesSingle-stock 1.25x 667.8%+39.1%1.14%-8.2%MediumLow
MDIVMiddlefield Global Dividend GrowersDividend 663.4%+16.4%1.26%-22.7%MediumLow
ESPBrompton Energy Split Corp. Class A SharesSplit Class A 2.8x 6620.7%+25.1%3.25%-96.5%HighMedium
FUDFirst Trust Value Line Dividend (CAD-Hedged)Dividend 661.9%+11.0%0.76%-23.2%MediumVery low
TDYPurpose TD (TD) Yield SharesSingle-stock 1.25x 666.7%+53.4%1.07%-5.8%MediumLow
LLHEHarvest Eli Lilly Enhanced High Income SharesSingle-stock 1.25x 6616.5%+43.0%1.86%-26.7%Med–highHigh
RBCYPurpose RBC (RY) Yield SharesSingle-stock 1.25x 667.6%+36.0%1.19%-3.6%MediumLow
RPDHRBC Quant European Dividend Leaders (CAD Hedged)Dividend 662.7%+23.0%0.54%-23.8%MediumVery low
COSYHarvest Costco Enhanced High Income SharesSingle-stock 1.25x 6712.4%+17.6%1.89%-16.1%HighMedium
HALGlobal X Active Canadian DividendDividend 671.5%+30.9%0.68%-23.3%MediumLow
ENBEHarvest Enbridge Enhanced High Income SharesSingle-stock 1.25x 6713.9%+1.9%1.88%-14.8%MediumMedium
FPRCI Preferred SharePreferred 674.4%+9.4%0.80%-22.9%MediumVery low
BBBBBrompton Wellington Square Investment Grade CLOCLO 676.9%+0.0%0.71%-4.2%Low–medVery low
FDLFirst Trust Morningstar Dividend Leaders (CAD-Hedged)Dividend 673.4%+24.2%0.59%-29.4%MediumVery low
TDHEHarvest Enhanced High Income TD-Linked SharesSingle-stock 1.25x 679.9%+53.8%1.88%-3.9%MediumVery low
MSFHHarvest Microsoft High Income SharesSingle-stock 6713.2%+7.5%0.98%-26.3%MediumMedium
YPLTPalantir (PLTR) Yield Shares PurposeSingle-stock 1.25x 6725.4%-3.9%1.47%-46.5%HighMedium
CGQD.BCI Global Quality Dividend Growth IndexDividend 670.9%+10.8%0.47%-9.1%MediumVery low
REITGlobal X Equal Weight Canadian REITs IndexREIT 674.0%+7.4%0.35%-7.6%Med–highVery low
CGRiShares Global Real Estate IndexREIT 682.3%+9.5%0.72%-27.0%MediumMedium
ENBYPurpose Enbridge (ENB) Yield SharesSingle-stock 1.25x 6814.9%+1.2%1.11%-15.2%MediumLow
CWINHAMILTON CHAMPIONS™ Enhanced Canadian DividendDividend 1.25x 683.2%+28.7%1.67%-5.6%MediumLow
GGPYGuardian Directed Premium YieldIndex 687.1%+7.8%1.02%-18.7%MediumLow
MDIFManulife Dividend IncomeDividend 681.0%+14.2%–-4.6%n/aLow
RYHEHarvest Enhanced High Income RY-Linked SharesSingle-stock 1.25x 6810.1%+34.9%1.88%-5.0%MediumLow
HHLEHarvest Healthcare Leaders Enhanced IncomeEnhanced 1.25x 6811.9%+9.8%2.15%-20.1%MediumMedium
PHRPurpose Real Estate IncomeREIT 684.2%+10.4%0.80%-28.9%MediumVery low
QRETMackenzie Developed Markets Real Estate IndexREIT 682.9%+7.8%0.45%-26.1%n/aVery low
TUEDTD Active U.S. Enhanced DividendIndex 682.8%+4.0%0.72%-19.8%MediumHigh
TUEXTD Active U.S. Enhanced Dividend CAD HedgedIndex 683.0%+0.5%0.72%-11.6%Med–highLow
CGRECI Global REIT Private PoolREIT 684.6%+9.6%0.91%-26.9%MediumVery low
ABHINinepoint Barrick HighSharesSingle-stock 1.25x 6923.9%+0.3%1.58%-28.2%Med–highLow
RSCCGlobal X Russell 2000 Covered CallIndex 6913.4%+16.2%0.78%-18.1%Med–highLow
XREiShares S&P/TSX Capped REIT IndexREIT 694.4%+4.9%0.60%-54.7%Med–highVery high
LLYHHarvest Eli Lilly High Income SharesSingle-stock 6913.5%+36.6%0.98%-19.0%MediumLow
CUDiShares US Dividend Growers Index (CAD-Hedged)Dividend 691.8%+15.4%0.66%-26.3%MediumLow
TDNATD North American DividendDividend 690.5%+9.6%0.87%-8.5%Low–medHigh
FCCDFidelity Canadian High DividendDividend 693.8%+19.4%0.39%-27.3%MediumMedium
CNCLGlobal X Enhanced S&P/TSX 60 Covered CallEnhanced 1.25x 698.3%+19.5%1.66%-9.0%MediumLow
RBN.UNBlue Ribbon IncomeDividend 695.4%+19.6%1.52%-33.0%n/aVery low
ZWHCBMO Covered Call Health CareSector 696.1%+14.4%0.73%-13.2%MediumLow
CICCI Canadian Banks Covered Call Income ClassSector 695.1%+33.0%0.80%-23.5%MediumMedium
FLICI U.S. & Canada Lifeco Covered CallSector 696.1%+19.7%0.95%-41.5%HighVery low
CUDCCIBC US High Dividend Covered CallIndex 697.7%+1.8%0.55%-7.3%MediumVery low
HPFHarvest Energy Leaders IncomeSector 697.5%+41.5%0.99%-60.1%HighLow
PWIPower & Infrastructure Split Corp. Class A SharesSplit Class A 2.1x 6912.0%+2.6%2.08%-44.4%HighMedium
TRVIHarvest Travel & Leisure IncomeSector 6910.6%+10.5%0.99%-18.3%HighVery low
SUHINinepoint Suncor HighSharesSingle-stock 1.25x 7014.6%+49.1%1.71%-19.9%Med–highLow
JEPIJPMorgan US Equity Premium Income ActiveIndex 706.5%+7.6%0.39%-9.9%n/aHigh
MHCDMiddlefield Healthcare DividendDividend 704.5%+14.4%1.23%-13.0%MediumLow
RUDHRBC Quant U.S. Dividend Leaders (CAD Hedged)Dividend 701.2%+11.7%0.43%-23.0%MediumHigh
EMAXHamilton Energy YIELD MAXIMIZER™Sector 7010.6%+29.1%0.80%-21.8%Med–highVery high
ZZZDBMO Tactical Dividend ETFDividend 703.7%+13.0%0.77%-17.1%Low–medVery low
CQHINinepoint Canadian Natural Resources HighSharesSingle-stock 1.25x 7015.9%+41.2%1.60%-18.0%Med–highLow
LMAXHamilton Healthcare YIELD MAXIMIZER™Sector 7011.3%+14.4%0.80%-13.8%MediumMedium
VREVanguard FTSE Canadian Capped REIT IndexREIT 702.8%-0.1%0.32%-31.6%Med–highMedium
XDUHiShares Core MSCI US Quality Dividend Index (CAD-Hedged)Dividend 701.9%+18.5%0.16%-22.0%MediumLow
ZUDBMO US Dividend Hedged to CADDividend 701.7%+14.1%0.33%-28.7%MediumLow
IQDCI International Quality Dividend Growth IndexDividend 712.0%+10.3%0.52%-19.4%MediumVery low
RITCI Canadian REITREIT 714.8%+6.3%0.87%-42.5%MediumMedium
PYFPurpose Premium YieldIndex 716.5%+4.0%0.72%-13.8%LowMedium
AMHEHarvest Amazon Enhanced High Income SharesSingle-stock 1.25x 7116.7%+18.6%1.88%-29.6%Med–highHigh
BRKYBerkshire Hathaway (BRK) Yield Shares PurposeSingle-stock 1.25x 716.1%+12.7%1.59%-14.7%Med–highMedium
CCCBCIBC Canadian Banks Covered CallSector 716.6%+36.0%0.39%-5.3%MediumVery low
HBIEHarvest Balanced Income & Growth EnhancedFund-of-funds 1.25x 7110.4%+6.7%2.27%-4.8%MediumVery low
RIDHRBC Quant EAFE Dividend Leaders (CAD Hedged)Dividend 712.6%+21.5%0.54%-21.6%MediumLow
HINDHarvest Industrial Leaders IncomeSector 717.7%+15.8%0.99%-11.7%MediumLow
SMVPHAMILTON CHAMPIONS™ U.S. Dividend IndexDividend 712.1%+19.9%0.04%-5.0%MediumLow
NDIVNBI Canadian Dividend IncomeDividend 723.2%+22.0%0.63%-11.3%MediumVery low
ZWKBMO Covered Call US BanksSector 726.9%+14.2%0.71%-42.8%HighMedium
BPRFBrompton Flaherty & Crumrine Investment Grade PreferredPreferred 726.1%-1.2%0.93%-19.4%Low–medVery low
EDGFBrompton European Dividend GrowthIndex 727.6%+3.1%0.86%-27.8%MediumVery low
EMCLGlobal X Enhanced MSCI Emerging Markets Covered CallEnhanced 1.25x 7213.8%+14.9%1.83%-11.8%Med–highLow
ESP.PR.ABrompton Energy Split Corp. Preferred SharesSplit preferred 727.0%+7.3%–-51.5%HighLow
SUHEHarvest Suncor Enhanced High Income SharesSingle-stock 1.25x 7216.9%+58.6%1.88%-19.0%Med–highLow
XHDiShares U.S. High Dividend Equity Index (CAD-Hedged)Dividend 722.4%+24.6%0.33%-27.1%MediumMedium
ZDYBMO US DividendDividend 721.6%+17.2%0.33%-22.2%MediumMedium
AMZHHarvest Amazon High Income SharesSingle-stock 7213.4%+18.5%0.98%-24.0%Med–highLow
RPDRBC Quant European Dividend LeadersDividend 723.8%+22.2%0.54%-25.2%MediumLow
TGEDTD Active Global Enhanced DividendIndex 723.8%+5.6%0.72%-21.4%MediumVery high
DGRCCI Canada Quality Dividend Growth IndexDividend 732.0%+21.7%0.23%-22.6%MediumMedium
ICAECI S&P/TSX Canadian Dividend Aristocrats ESG IndexDividend 732.4%+22.9%0.23%-9.4%MediumVery low
UTESEvolve Canadian Utilities Enhanced Yield IndexEnhanced 1.25x 7320.0%+4.7%0.85%-12.4%MediumVery high
AMAXHamilton Gold Producer YIELD MAXIMIZER™Sector 7310.9%+0.0%0.80%-32.8%HighVery high
MGDVMackenzie Global DividendDividend 731.7%+9.4%0.89%-7.3%n/aMedium
YAMDAMD (AMD) Yield Shares PurposeSingle-stock 1.25x 7320.1%+124.7%1.51%-32.7%HighHigh
TGRETD Active Global Real Estate EquityREIT 734.8%+7.8%0.73%-32.3%MediumLow
AMDYHarvest AMD Enhanced High Income SharesSingle-stock 1.25x 7338.8%+126.4%1.89%-24.2%HighVery high
CNQEHarvest CNQ Enhanced High Income SharesSingle-stock 1.25x 7318.4%+41.7%1.88%-19.3%Med–highMedium
ZWABMO Covered Call Dow Jones Industrial Average Hedged to CADIndex 736.5%+6.7%0.72%-23.2%MediumLow
HVOIHarvest Low Volatility Canadian Equity IncomeIndex 736.6%+15.1%0.89%-4.3%MediumLow
XPFiShares S&P/TSX North American Preferred Stock Index (CAD-Hedged)Preferred 735.3%-0.0%0.50%-22.8%Low–medLow
IIAECI S&P International Developed Dividend Aristocrats ESG IndexDividend 732.9%+14.5%0.39%-5.4%MediumVery low
HTAEHarvest Tech Leaders Enhanced IncomeEnhanced 1.25x 7411.7%+19.8%2.13%-16.8%HighMedium
ZREBMO Equal Weight REITs IndexREIT 744.9%+4.9%0.61%-30.1%Med–highHigh
ZWSBMO US High Dividend Covered Call Hedged to CADIndex 746.7%+8.3%0.71%-27.6%MediumLow
CNQYPurpose Canadian Natural Resources (CNQ) Yield SharesSingle-stock 1.25x 7414.5%+42.0%1.13%-19.3%Med–highLow
GOGYHarvest Alphabet Enhanced High Income SharesSingle-stock 1.25x 7422.4%-10.4%1.89%-26.4%HighMedium
APLEHarvest Apple Enhanced High Income SharesSingle-stock 1.25x 7413.1%+29.6%1.85%-9.9%Med–highMedium
HHISHarvest Diversified High Income SharesFund-of-funds 1.25x 7431.0%+3.7%1.85%-20.1%HighVery high
MPYMulvihill Premium YieldIndex 748.2%+7.7%0.70%-6.5%Low–medVery low
HBIGHarvest Balanced Income & GrowthFund-of-funds 748.0%+6.5%0.99%-4.3%Low–medVery low
HUBLHarvest US Bank Leaders IncomeSector 748.6%+10.1%0.99%-43.1%HighLow
NVHEHarvest NVIDIA Enhanced High Income SharesSingle-stock 1.25x 7430.1%+0.8%1.86%-28.8%Med–highVery high
RMAXHamilton REITs YIELD MAXIMIZER™Sector 7411.0%+4.8%0.80%-8.8%MediumMedium
UMAXHamilton Utilities YIELD MAXIMIZER™Sector 7412.1%+8.0%0.77%-7.6%MediumVery high
YAMZAmazon (AMZN) Yield Shares PurposeSingle-stock 1.25x 7411.9%+13.5%1.53%-25.2%HighVery high
ZWTBMO Covered Call TechnologySector 746.6%+10.3%0.72%-32.4%Med–highMedium
HGYGlobal X Gold YieldSector 748.5%-8.5%0.83%-37.5%MediumMedium
BASEEvolve Global Materials & Mining Enhanced Yield IndexSector 7412.0%+20.3%0.77%-31.7%HighLow
VIDYVanguard FTSE Developed ex North America High Dividend Yield IndexDividend 742.1%+21.7%0.31%-20.7%MediumVery high
ZDHBMO International Dividend Hedged to CADDividend 742.9%+18.9%0.44%-27.4%MediumLow
CYHiShares Global Monthly Dividend Index (CAD-Hedged)Dividend 743.4%+16.2%0.65%-55.8%MediumMedium
HHLHarvest Healthcare Leaders IncomeSector 749.1%+8.8%0.98%-25.7%MediumVery high
LCSBrompton Lifeco Split Corp. Class A SharesSplit Class A 1.8x 747.4%+76.2%1.85%-90.5%HighMedium
XHUiShares U.S. High Dividend Equity IndexDividend 742.6%+29.6%0.33%-19.9%MediumMedium
YGOGAlphabet (GOOGL) Yield Shares PurposeSingle-stock 1.25x 7417.5%-12.0%1.54%-28.0%HighMedium
BLOVBrompton North American Low Volatility DividendIndex 754.2%+13.0%0.76%-16.0%MediumVery low
RPSPurpose Canadian Preferred SharePreferred 754.5%+7.9%0.92%-39.9%MediumVery low
MRELMiddlefield Real Estate DividendREIT 757.0%+7.6%1.02%-27.4%MediumMedium
YAVGBroadcom (AVGO) Yield Shares PurposeSingle-stock 1.25x 7542.3%-14.2%1.56%-25.2%Med–highMedium
ZWEBMO Europe High Dividend Covered Call Hedged to CADIndex 756.7%+9.7%0.72%-24.7%MediumMedium
EACLGlobal X Enhanced MSCI EAFE Covered CallEnhanced 1.25x 7511.5%+16.7%1.63%-6.9%MediumLow
GLCCGlobal X Gold Producer Equity Covered CallSector 7512.6%+0.4%0.76%-68.6%HighVery high
RIDRBC Quant EAFE Dividend LeadersDividend 753.4%+21.6%0.54%-22.8%MediumMedium
XDUiShares Core MSCI US Quality Dividend IndexDividend 751.9%+20.4%0.16%-14.8%MediumMedium
HHIHHarvest High Income Equity SharesIndex 7520.7%+5.3%0.99%-15.9%Med–highMedium
RUDCRBC U.S. Dividend Covered CallIndex 756.7%+15.8%0.73%-9.6%MediumVery low
AVGYHarvest Broadcom Enhanced High Income SharesSingle-stock 1.25x 7527.0%-15.3%1.89%-24.1%HighHigh
GRCCGlobal X Growth Asset Allocation Covered CallFund-of-funds 758.8%+10.5%0.71%-4.5%Low–medVery low
TLFBrompton Tech Leaders IncomeSector 7610.4%+11.3%0.85%-33.7%Med–highLow
VGHVanguard U.S. Dividend Appreciation Index (CAD-hedged)Dividend 761.1%+10.7%0.29%-20.9%MediumMedium
PIDPurpose International DividendDividend 762.7%+19.7%0.65%-16.8%MediumMedium
XDGHiShares Core MSCI Global Quality Dividend Index (CAD-Hedged)Dividend 763.1%+20.1%0.22%-21.5%MediumMedium
BDIVBrompton Global Dividend GrowthIndex 767.1%+3.7%0.96%-22.8%MediumVery low
IUAECI S&P US Dividend Aristocrats ESG IndexDividend 761.4%+19.5%0.34%-9.5%Mediumn/a
LIFEEvolve Global Healthcare Enhanced YieldSector 7611.9%+8.0%0.64%-12.1%MediumMedium
DIVSEvolve Active Canadian Preferred SharePreferred 765.1%+7.6%0.89%-38.4%MediumVery low
FMAXHamilton U.S. Financials YIELD MAXIMIZER™Sector 7611.9%+7.4%0.80%-12.0%MediumMedium
CNCCGlobal X S&P/TSX 60 Covered CallIndex 766.7%+15.9%0.50%-25.4%MediumMedium
VGGVanguard U.S. Dividend Appreciation IndexDividend 761.0%+15.4%0.29%-14.4%MediumVery high
YMAGTech Innovators Yield Shares PurposeEnhanced 1.25x 7620.0%+0.7%0.57%-25.5%Med–highMedium
EQCCGlobal X All-Equity Asset Allocation Covered CallFund-of-funds 769.7%+13.5%0.71%-8.0%MediumVery low
ZPHBMO US Put Write Hedged to CADIndex 7610.3%+7.7%0.72%-20.8%Low–medLow
PWI.PR.APower & Infrastructure Split Corp. Preferred SharesSplit preferred 766.0%+10.2%–-12.4%Low–medLow
ZWENBMO Covered Call EnergySector 767.0%+41.1%0.72%-14.3%HighMedium
ZWQTBMO Global Enhanced IncomeIndex 775.0%+16.2%0.72%-8.3%MediumLow
GDV.PR.AGlobal Dividend Growth Split Corp. Preferred SharesSplit preferred 775.7%+9.0%–-6.9%LowLow
PRLysander-Slater Preferred Share ActivETFPreferred 774.9%+4.0%0.87%-37.6%n/aVery low
PDCCI Canadian Dividend IndexDividend 772.9%+26.6%0.54%-24.3%MediumMedium
PREFQuadravest Preferred Split ShareSplit preferred 776.6%+6.1%–-2.5%LowMedium
RCDRBC Quant Canadian Dividend LeadersDividend 772.5%+18.6%0.43%-23.5%MediumMedium
ZWPBMO Europe High Dividend Covered CallIndex 776.3%+9.6%0.73%-18.2%MediumMedium
CCDCCIBC Canadian High Dividend Covered CallIndex 777.8%+18.3%0.55%-4.3%MediumLow
PDFPurpose Core DividendDividend 772.7%+23.4%0.66%-22.8%MediumMedium
DXCDynamic Active Canadian DividendDividend 771.9%+20.4%0.50%-16.2%Low–medMedium
PAYFPurpose Enhanced Premium YieldIndex 779.0%+6.4%0.94%-12.6%MediumLow
BFINBrompton North American Financials DividendSector 787.7%+13.1%0.95%-29.0%Med–highVery low
CMVPHAMILTON CHAMPIONS™ Canadian Dividend IndexDividend 782.6%+23.4%0.04%-3.2%MediumHigh
HYBRGlobal X Active Hybrid Bond and Preferred SharePreferred 784.8%+9.7%0.65%-35.8%MediumLow
ZWHBMO US High Dividend Covered CallIndex 786.3%+12.1%0.72%-21.8%MediumHigh
CALLEvolve US Banks Enhanced YieldSector 7811.0%+13.4%0.62%-45.3%HighLow
CANYEvolve Canadian Equity UltraYieldEnhanced 1.33x 7820.2%+19.9%0.61%-2.7%Med–highHigh
ZPWBMO US Put WriteIndex 789.3%+10.6%0.72%-13.5%Low–medLow
ENCLGlobal X Enhanced Canadian Oil And Gas Equity Covered CallEnhanced 1.25x 7814.9%+30.9%1.88%-11.4%HighVery high
SPFDMulvihill Enhanced Split Preferred ShareSplit preferred 1.5x 7810.6%+11.3%0.65%-19.6%Low–medMedium
CDZiShares S&P/TSX Canadian Dividend Aristocrats IndexDividend 782.7%+18.3%0.66%-43.9%MediumHigh
VDYVanguard FTSE Canadian High Dividend Yield IndexDividend 782.5%+32.4%0.22%-21.2%MediumVery high
XDViShares Canadian Select Dividend IndexDividend 782.8%+29.9%0.55%-43.6%MediumVery high
XDGiShares Core MSCI Global Quality Dividend IndexDividend 782.6%+22.9%0.22%-15.6%Low–medMedium
ZWGBMO Global High Dividend Covered CallIndex 786.3%+13.5%0.72%-13.8%Low–medMedium
QDAYHamilton Enhanced Technology DayMAX™Enhanced 1.25x 7820.5%+20.0%1.10%-15.3%HighMedium
EQLIInvesco S&P 500 Equal Weight Income AdvantageIndex 788.6%+16.5%0.20%-10.3%MediumMedium
YNVDNVIDIA (NVDA) Yield Shares PurposeSingle-stock 1.25x 7827.2%-6.5%1.50%-30.6%HighVery high
EMCCGlobal X MSCI Emerging Markets Covered CallIndex 7910.6%+14.5%0.78%-9.3%Mediumn/a
HBFHarvest US Equity Leaders IncomeIndex 798.5%+6.2%0.88%-22.4%MediumMedium
OILYEvolve Canadian Energy Enhanced Yield IndexEnhanced 1.25x 7916.2%+28.3%0.86%-11.3%HighMedium
NVDHHarvest NVIDIA High Income SharesSingle-stock 7921.7%+3.2%0.98%-24.2%Med–highMedium
SDAYHamilton Enhanced U.S. Equity DayMAX™Enhanced 1.25x 7917.2%+26.3%1.05%-4.0%MediumMedium
TQGDTD Q Global DividendDividend 792.7%+20.0%0.44%-20.1%MediumVery high
XEIiShares S&P/TSX Composite High Dividend IndexDividend 793.3%+29.3%0.22%-28.5%MediumVery high
ZDIBMO International DividendDividend 793.1%+17.9%0.44%-24.5%MediumMedium
EACCGlobal X MSCI EAFE Covered CallIndex 799.2%+13.8%0.60%-5.3%Low–medn/a
GDVGlobal Dividend Growth Split Corp. Class A SharesSplit Class A 2x 7911.0%+12.0%1.85%-34.7%HighMedium
ZWCBMO Canadian High Dividend Covered CallIndex 806.3%+18.5%0.72%-24.4%MediumVery high
CBNKMulvihill Canadian Bank Enhanced YieldEnhanced 1.25x 809.0%+53.3%0.65%-28.3%Med–highMedium
TBNKTD Canadian Bank Dividend IndexDividend 802.2%+38.6%0.28%-13.6%Med–highVery high
HTAHarvest Tech Leaders IncomeSector 809.5%+16.5%0.99%-36.7%Med–highMedium
RPFRBC Canadian Preferred SharePreferred 805.2%+10.7%0.58%-33.6%MediumMedium
DGSDividend Growth Split Corp. Class A SharesSplit Class A 2.3x 8015.7%+18.0%1.65%-78.3%HighVery high
QMAXHamilton Technology YIELD MAXIMIZER™Sector 8011.8%+8.7%0.77%-18.7%MediumVery high
SPLTBrompton Split Corp. Preferred ShareSplit preferred 1.15x 806.0%+5.8%0.58%-2.6%LowHigh
HRIFHarvest Diversified Equity IncomeFund-of-funds 808.8%+12.2%0.99%-10.4%MediumVery low
HUTEHarvest Utilities Leaders Enhanced IncomeEnhanced 1.25x 8010.0%+11.0%1.72%-14.0%MediumMedium
HPRGlobal X Active Preferred SharePreferred 805.1%+7.8%0.65%-33.0%MediumMedium
ZWUBMO Covered Call UtilitiesSector 807.4%+6.1%0.71%-20.7%MediumVery high
DXPDynamic Active Preferred SharesPreferred 804.5%+6.7%0.65%-30.5%MediumMedium
QQCIInvesco NASDAQ 100 Income AdvantageIndex 8010.3%+10.6%0.21%-12.5%MediumMedium
USCLGlobal X Enhanced S&P 500 Covered CallEnhanced 1.25x 8012.4%+14.8%1.49%-14.6%Med–highMedium
BGIEBrompton Global InfrastructureSector 806.4%+3.7%0.85%-13.8%MediumMedium
ESPXEvolve S&P 500® Enhanced YieldIndex 8010.8%+7.1%0.66%-9.0%MediumLow
RCDCRBC Canadian Dividend Covered CallIndex 806.7%+21.2%0.73%-8.5%MediumMedium
HLIFHarvest Canadian Dividend Leaders IncomeIndex 816.5%+23.0%0.79%-10.1%MediumMedium
ENCCGlobal X Canadian Oil and Gas Equity Covered CallSector 8111.7%+25.5%0.76%-86.6%HighVery high
NPRFNBI Active Canadian Preferred SharesPreferred 815.4%+6.5%0.54%-23.2%MediumLow
XDIViShares Core MSCI Canadian Quality Dividend IndexDividend 813.1%+32.2%0.11%-23.8%MediumVery high
ZDVBMO Canadian DividendDividend 812.7%+27.6%0.39%-27.1%MediumVery high
ZPAYBMO Premium YieldIndex 816.9%+12.7%0.71%-11.5%Low–medHigh
LBSLife & Banc Split Corp. Class A SharesSplit Class A 1.7x 818.9%+69.8%1.26%-76.3%HighVery high
BKCLGlobal X Enhanced Equal Weight Canadian Banks Covered CallEnhanced 1.25x 8111.3%+37.0%1.51%-15.2%Med–highHigh
LBS.PR.ALife & Banc Split Corp. Preferred SharesSplit preferred 816.7%+7.5%–-30.2%Low–medMedium
CPDiShares S&P/TSX Canadian Preferred Share IndexPreferred 814.9%+6.0%0.50%-29.1%MediumHigh
TQCDTD Q Canadian DividendDividend 812.8%+23.3%0.39%-31.3%MediumVery high
ETSXEvolve S&P/TSX 60 Enhanced YieldIndex 829.1%+15.1%0.68%-7.9%MediumLow
USCCGlobal X S&P 500 Covered CallIndex 829.7%+12.5%0.47%-15.8%MediumMedium
TXFCI Tech Giants Covered CallSector 8214.0%+11.6%0.71%-38.3%Med–highHigh
BMAXBrompton Enhanced Multi-Asset IncomeFund-of-funds 1.33x 8210.9%+7.8%1.17%-6.3%MediumMedium
CDIVManulife Smart DividendDividend 822.6%+21.3%0.28%-14.2%MediumVery high
TPRFTD Active Preferred SharePreferred 824.6%+9.6%0.50%-27.0%MediumMedium
PDIVPurpose Enhanced DividendIndex 8211.7%+12.8%0.79%-26.0%Low–medMedium
ZWBBMO Covered Call Canadian BanksSector 826.6%+35.2%0.72%-24.7%MediumVery high
CDAYHamilton Enhanced Canadian Equity DayMAX™Enhanced 1.25x 8218.6%+26.3%1.04%-3.8%MediumMedium
FEPYFidelity Equity Premium YieldIndex 839.8%+13.1%0.44%-12.2%MediumMedium
EBNKEvolve European Banks Enhanced YieldSector 8310.6%+19.8%0.87%-20.1%HighMedium
HYLDHamilton Enhanced U.S. Covered CallFund-of-funds 1.25x 8313.3%+11.8%1.87%-29.8%MediumVery high
JEPQJPMorgan Nasdaq Equity Premium Income ActiveIndex 8312.2%+7.6%0.39%-13.0%n/aVery high
HDIFHarvest Diversified Monthly IncomeFund-of-funds 1.25x 8311.7%+15.1%2.08%-20.8%MediumHigh
SMAXHamilton U.S. Equity YIELD MAXIMIZER™Index 8311.1%+14.2%0.76%-13.6%MediumMedium
HDIVHamilton Enhanced Canadian Covered CallFund-of-funds 1.25x 8410.1%+21.2%0.97%-19.4%MediumVery high
HHICHarvest Canadian High Income SharesEnhanced 1.25x 8418.1%+15.2%1.45%-4.2%MediumVery high
HUTLHarvest Utilities Leaders IncomeSector 848.2%+9.7%0.64%-20.9%MediumHigh
QQQYEvolve NASDAQ Technology Enhanced Yield IndexSector 8414.6%+6.7%0.72%-13.7%Med–highMedium
BKCCGlobal X Equal Weight Canadian Bank Covered CallSector 849.0%+29.7%0.46%-28.8%MediumHigh
QQCLGlobal X Enhanced Nasdaq-100 Covered CallEnhanced 1.25x 8415.3%+11.3%1.71%-15.8%HighVery high
ECHINinepoint Enhanced Canadian HighSharesFund-of-funds 1.25x 8516.3%+19.5%1.88%-3.8%MediumVery high
DXQDynamic Active Enhanced Yield Covered OptionsIndex 858.5%+5.7%0.71%-8.3%Low–medVery high
QQCCGlobal X Nasdaq-100 Covered CallIndex 8511.8%+9.7%0.86%-26.6%MediumHigh
ZPRBMO Laddered Preferred Share IndexPreferred 865.7%+10.5%0.50%-35.4%MediumVery high
CLSABrompton Split Corp. Enhanced Equity IncomeSplit Class A 1.8x 8715.7%+43.4%0.70%-8.8%HighHigh
HMAXHamilton Canadian Financials YIELD MAXIMIZER™Sector 8711.6%+24.5%0.77%-13.2%MediumVery high
BANKEvolve Canadian Banks and Lifecos Enhanced Yield IndexEnhanced 1.25x 9016.1%+38.6%0.82%-20.2%Med–highVery high
BDAYHamilton Enhanced Bitcoin DayMAX™Enhanced 1.25x newn/a18.9%–0.85%-14.4%HighMedium
CASHGlobal X High Interest SavingsCash n/a2.0%+1.9%0.11%0.0%LowVery high
CBILGlobal X 0-3 Month T-BillCash n/a2.1%+2.0%0.11%0.0%LowVery high
CCADCIBC Premium Cash ManagementCash n/a2.4%+2.3%0.14%0.0%LowHigh
CFINEvolve Canadian Financials YieldSector newn/a12.6%–0.60%–MediumVery low
CLHINinepoint Celestica HighSharesSingle-stock 1.33x newn/a55.4%–2.30%-46.7%HighMedium
CMAXHamilton Canadian Equity YIELD MAXIMIZER™Fund-of-funds newn/a11.4%––-2.5%MediumMedium
CMCCGlobal X All-In-One Commodity Producers Equity Covered CallFund-of-funds newn/a13.2%–0.65%-13.6%Med–highLow
CMCLGlobal X Enhanced All-In-One Commodity Producers Equity Covered CallFund-of-funds 1.25x newn/a16.6%–0.85%-17.0%HighMedium
CMNYCI Money MarketCash n/a2.7%+2.3%0.16%0.0%LowMedium
CMRiShares Premium Money MarketCash n/a2.6%+2.3%0.13%-0.0%LowVery high
CONYHarvest Coinbase High Income SharesSingle-stock newn/a40.8%–0.98%-25.8%HighLow
CPCCGlobal X Copper Producer Equity Covered CallSector newn/a13.5%–0.73%-19.4%HighMedium
CSAVCI High Interest SavingsCash n/a2.2%+2.0%0.15%0.0%LowVery high
CSHINinepoint Constellation Software HighSharesSingle-stock 1.33x newn/a9.4%–1.90%-9.3%HighVery low
CUTEEvolve Canadian Utilities YieldSector newn/a15.4%–0.60%–MediumVery low
DIVYGlobal X Active U.S. DividendDividend newn/a––0.35%–MediumVery low
DXUDynamic Active U.S. DividendDividend newn/a–+5.7%0.81%-19.2%MediumLow
EASYEvolve All-in-One UltraYieldFund-of-funds 1.33x newn/a27.9%––-4.8%Med–highHigh
EDHINinepoint Enhanced Aerospace and Defense HighSharesEnhanced 1.33x newn/a15.3%–0.55%–HighLow
EQCLGlobal X Enhanced All-Equity Asset Allocation Covered CallFund-of-funds 1.25x newn/a12.1%–1.63%-4.3%MediumMedium
GCTBGuardian Ultra-Short Canadian T-BillCash n/a2.1%+2.1%0.16%0.0%LowMedium
GICDGuardian i3 Canadian Dividend GrowthDividend newn/a––0.50%-1.5%MediumVery low
GIDYGuardian i3 Global Dividend Premium YieldIndex newn/a4.5%–0.89%-1.4%MediumVery low
GIGDGuardian i3 Global Dividend GrowthDividend newn/a––0.50%-0.4%Low–medLow
GLCLGlobal X Enhanced Gold Producer Equity Covered CallEnhanced 1.25x newn/a15.7%–1.74%-42.0%HighMedium
GOHINinepoint Alphabet HighSharesSingle-stock 1.33x newn/a24.8%–2.49%-28.5%HighLow
HBDVHumilis North American Dividend GrowthDividend newn/a2.7%––-5.3%MediumVery low
HHIIHarvest International High Income SharesEnhanced 1.25x newn/a18.0%–0.65%–HighMedium
HISAHigh Interest Savings AccountCash n/a2.3%+2.0%0.16%0.0%LowVery high
HONEHarvest All-In-One High Income SharesFund-of-funds 1.25x newn/a––––Med–highHigh
HPYBHarvest Premium Yield Canadian BankSector newn/a13.0%–0.65%-2.3%MediumMedium
HPYEHarvest Premium Yield EnhancedIndex newn/a14.1%–0.65%-3.5%MediumMedium
HPYGHarvest Premium Yield GoldSector newn/a––0.65%–HighMedium
IMAXHamilton International Equity YIELD MAXIMIZER™Index newn/a9.9%–0.65%-2.2%MediumMedium
INHINinepoint Intel HighSharesSingle-stock 1.33x newn/a77.7%–2.77%-64.7%HighLow
INTYEvolve International Equity UltraYieldEnhanced 1.33x newn/a30.7%–0.60%-6.2%Med–highMedium
JEPHJPMorgan US Equity Premium Income Active CAD HedgedIndex newn/a7.4%–0.35%-1.8%n/aVery low
JPQHJPMorgan Nasdaq Equity Premium Income Active CAD HedgedIndex newn/a13.5%–0.35%-6.7%n/aLow
KGHINinepoint Kinross Gold HighSharesSingle-stock 1.33x newn/a30.9%–1.90%-38.7%HighLow
MAECMiddlefield ActivEnergy Dividend ClassDividend newn/a2.1%–1.00%-12.7%HighVery low
MCADPremium Cash ManagementCash n/a2.5%+2.2%0.27%-0.1%LowLow
METEHarvest Meta Enhanced High Income SharesSingle-stock 1.25x newn/a22.0%–1.89%-22.8%HighMedium
MHDCMackenzie Canadian High Dividend YieldIndex newn/a4.8%–0.62%–n/an/a
MHDUMackenzie US High Dividend YieldIndex newn/a4.8%–0.63%–n/an/a
MNU.UPurpose USD Cash Management (USD Units)Cash n/a3.8%+3.5%0.22%0.0%LowMedium
MNYPurpose Cash ManagementCash n/a2.3%+2.3%0.21%0.0%LowVery high
MOATMoat Active Premium YieldIndex newn/a13.3%–1.47%-0.9%Low–medMedium
NICCNBI SmartData International Equity Covered CallIndex newn/a––0.50%–MediumVery low
NSAVNinepoint Cash ManagementCash n/a2.5%+2.3%0.21%-0.0%LowMedium
NUCCNBI SmartData U.S. Equity Covered CallIndex newn/a––0.40%–Mediumn/a
NVHINinepoint NVIDIA HighSharesSingle-stock 1.33x newn/a34.2%–2.97%-31.3%HighLow
PAYGBrompton Global Equity HighPayEnhanced 1.25x newn/a19.6%–0.73%-4.4%MediumMedium
PAYIBrompton Utilities & Infrastructure HighPayEnhanced 1.25x newn/a17.4%–0.60%–MediumLow
PAYUBrompton U.S. Equity HighPayEnhanced 1.25x newn/a20.9%–0.60%–MediumVery low
PFRDMulvihill Split Preferred ShareSplit preferred newn/a7.1%–0.65%-0.7%LowVery low
PLHINinepoint Palantir HighSharesSingle-stock 1.33x newn/a26.8%–3.06%-25.6%HighLow
PLTEHarvest Palantir Enhanced High Income SharesSingle-stock 1.25x newn/a33.2%–1.89%-25.5%HighVery high
PSAPurpose High Interest SavingsCash n/a2.2%+2.1%0.17%0.0%LowVery high
PSU.UPurpose US Cash (USD Units)Cash n/a3.7%+3.3%0.17%-0.1%LowVery high
SIXYEvolve Big Six Canadian Banks UltraYield IndexEnhanced 1.33x newn/a21.6%–0.60%-4.7%HighVery high
SVCCGlobal X Silver Miners Covered CallSector newn/a15.1%–0.65%-24.4%HighLow
SVCLGlobal X Enhanced Silver Miners Covered CallEnhanced 1.25x newn/a19.3%–0.85%-29.0%HighLow
SXHINinepoint SpaceX HighSharesSingle-stock 1.33x newn/a38.6%–2.71%-43.4%HighMedium
TBILHarvest Canadian T-BillCash n/a2.3%–0.11%0.0%LowMedium
TCSHTD Cash ManagementCash n/a2.1%+2.2%0.17%0.0%LowVery high
TECYEvolve NASDAQ Technology UltraYieldFund-of-funds 1.33x newn/a––––HighVery low
TQIDTD Q International DividendDividend newn/a––––MediumMedium
TSHINinepoint Tesla HighSharesSingle-stock 1.33x newn/a29.4%–2.48%-33.2%HighVery low
UBIL.UGlobal X 0-3 Month U.S. T-Bill (USD Units)Cash n/a3.7%+3.5%0.13%0.0%LowHigh
UCSH.UGlobal X USD High Interest Savings (USD Units)Cash n/a3.6%+3.3%0.16%0.0%LowHigh
UMNY.UCI U.S. Money Market (USD Units)Cash n/a4.3%+3.5%0.15%0.0%LowLow
URCCGlobal X Uranium Covered CallSector newn/a19.6%–0.65%-31.8%HighLow
USHINinepoint Enhanced U.S. Equity HighSharesEnhanced 1.33x newn/a15.9%–0.40%–Med–highLow
VIGGVanguard Developed ex-North America Dividend Appreciation IndexDividend newn/a––0.32%0.0%MediumMedium
VUDHVanguard U.S. High Dividend Yield Index (CAD-hedged)Dividend newn/a––0.32%-4.5%MediumVery low
VUDVVanguard U.S. High Dividend Yield IndexDividend newn/a––0.36%-2.5%MediumLow
WHYPWestcourt Hamilton Yield PortfolioFund-of-funds newn/a10.3%–0.90%–Low–medLow
ZDIVBMO MSCI Canada IMI High Dividend Yield IndexDividend newn/a3.6%––-3.8%MediumMedium
ZMMKBMO Money MarketCash n/a2.4%+2.2%0.13%-0.0%LowVery high
ZUCMBMO USD Cash ManagementCash n/a4.1%+4.8%0.13%-5.1%Low–medMedium
ZXLRBMO SPDR Real Estate Select Sector IndexREIT newn/a–+11.0%0.21%-8.5%MediumMedium
Type

What the fund sells calls on.

The fund owns stocks and sells the right to buy them at a set price. It collects a fee (premium) for that right, which is paid out as income. In exchange, big rises in the stocks are partly given up. A tag such as 1.25x marks leverage; "new" means under 12 months of history, too short to score.

Full definition in the glossary →

Income Durability Score

Out of 100, coloured from red (0) to green (100).

How well the fund has turned its yield into something you could actually keep. It is built from income, capital, risk and cost measures with fixed, published weights.

How we score →

Yield

A year of distributions divided by today's unit price. A high yield is not a high return: if the price falls as much as you were paid, you have gained nothing.

Full definition in the glossary →

Total return

This column is the total return over the last 12 months.

Price change plus all distributions, assuming distributions are reinvested. This is the number that tells you whether the payout was earned.

Full definition in the glossary →

MER

Management expense ratio: the fund's yearly management fee and operating costs as a share of its value, already taken out of returns. Trading costs come on top, as the trading expense ratio (TER) in the fund's ETF Facts; the score's fee measure adds the two.

Full definition in the glossary →

Worst drop (maximum drawdown)

The biggest fall from a high to a later low, in total return, so paying out a distribution does not count as a fall. A fund that fell 30% needs a 43% gain to get back.

Full definition in the glossary →

Risk rating

The fund company's own rating from Low to High, in its ETF Facts, based on how much the fund's returns have varied. It describes past ups and downs, not the chance of a future loss.

Full definition in the glossary →

Liquidity

How easily you can buy or sell without moving the price, rated Very high to Very low by the average dollars traded per day. Thinly traded funds can have wide gaps between the buying and selling price; use limit orders.

Full definition in the glossary →

Volatility

Over the last 36 months.

How much returns bounce around, measured as an annualized standard deviation. Higher means a bumpier ride. It counts rises as well as falls, so the score uses downside deviation instead.

Full definition in the glossary →

Beta

How far the fund tends to move when the S&P 500 moves, over the last 36 months. A beta of 0.7 means it moved about 0.7% for each 1% move in the index.

Full definition in the glossary →

Up and down capture

This column is up capture: the share of its own benchmark's gains the fund took in rising months. The fund's page names the benchmark.

How much of its own benchmark's gains (up) and losses (down) the fund took over the last 36 months. Down capture under 100% means the calls cushioned the falls; leverage pushes both above 100%.

Full definition in the glossary →

Up and down capture

This column is down capture: the share of its own benchmark's losses the fund took in falling months. The fund's page names the benchmark.

How much of its own benchmark's gains (up) and losses (down) the fund took over the last 36 months. Down capture under 100% means the calls cushioned the falls; leverage pushes both above 100%.

Full definition in the glossary →

Total return

This column is the total return per year over the last 3 years.

Price change plus all distributions, assuming distributions are reinvested. This is the number that tells you whether the payout was earned.

Full definition in the glossary →

Return of capital (ROC)

The share of last year's payout classed as return of capital.

A part of the payout that is treated as your own money coming back. It is not taxed right away, but it lowers your cost base, so you may owe more tax when you sell.

Full definition in the glossary →