All funds

56 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.

Ticker ⇅	Fund	Type	Score ▼	Yield ⇅	1-yr return ⇅	Fee ⇅	Worst drop ⇅	Risk rating ⇅	Liquidity ⇅
DXQ	Dynamic Active Enhanced Yield Covered Options	Index	85	8.5%	+5.7%	0.71%	-8.3%	Low–med	Very high
QQCC	Global X Nasdaq-100 Covered Call	Index	85	11.8%	+9.7%	0.86%	-26.6%	Medium	High
SMAX	Hamilton U.S. Equity YIELD MAXIMIZER™	Index	83	11.1%	+14.2%	0.76%	-13.6%	Medium	Medium
JEPQ	JPMorgan Nasdaq Equity Premium Income Active	Index	83	12.2%	+7.6%	0.39%	-13.0%	n/a	Very high
FEPY	Fidelity Equity Premium Yield	Index	83	9.8%	+13.1%	0.44%	-12.2%	Medium	Medium
PDIV	Purpose Enhanced Dividend	Index	82	11.7%	+12.8%	0.79%	-26.0%	Low–med	Medium
ETSX	Evolve S&P/TSX 60 Enhanced Yield	Index	82	9.1%	+15.1%	0.68%	-7.9%	Medium	Low
USCC	Global X S&P 500 Covered Call	Index	82	9.7%	+12.5%	0.47%	-15.8%	Medium	Medium
ZPAY	BMO Premium Yield	Index	81	6.9%	+12.7%	0.71%	-11.5%	Low–med	High
HLIF	Harvest Canadian Dividend Leaders Income	Index	81	6.5%	+23.0%	0.79%	-10.1%	Medium	Medium
ESPX	Evolve S&P 500® Enhanced Yield	Index	80	10.8%	+7.1%	0.66%	-9.0%	Medium	Low
RCDC	RBC Canadian Dividend Covered Call	Index	80	6.7%	+21.2%	0.73%	-8.5%	Medium	Medium
QQCI	Invesco NASDAQ 100 Income Advantage	Index	80	10.3%	+10.6%	0.21%	-12.5%	Medium	Medium
ZWC	BMO Canadian High Dividend Covered Call	Index	80	6.3%	+18.5%	0.72%	-24.4%	Medium	Very high
EACC	Global X MSCI EAFE Covered Call	Index	79	9.2%	+13.8%	0.60%	-5.3%	Low–med	n/a
HBF	Harvest US Equity Leaders Income	Index	79	8.5%	+6.2%	0.88%	-22.4%	Medium	Medium
EMCC	Global X MSCI Emerging Markets Covered Call	Index	79	10.6%	+14.5%	0.78%	-9.3%	Medium	n/a
EQLI	Invesco S&P 500 Equal Weight Income Advantage	Index	78	8.6%	+16.5%	0.20%	-10.3%	Medium	Medium
ZWG	BMO Global High Dividend Covered Call	Index	78	6.3%	+13.5%	0.72%	-13.8%	Low–med	Medium
ZPW	BMO US Put Write	Index	78	9.3%	+10.6%	0.72%	-13.5%	Low–med	Low
ZWH	BMO US High Dividend Covered Call	Index	78	6.3%	+12.1%	0.72%	-21.8%	Medium	High
PAYF	Purpose Enhanced Premium Yield	Index	77	9.0%	+6.4%	0.94%	-12.6%	Medium	Low
CCDC	CIBC Canadian High Dividend Covered Call	Index	77	7.8%	+18.3%	0.55%	-4.3%	Medium	Low
ZWP	BMO Europe High Dividend Covered Call	Index	77	6.3%	+9.6%	0.73%	-18.2%	Medium	Medium
ZWQT	BMO Global Enhanced Income	Index	77	5.0%	+16.2%	0.72%	-8.3%	Medium	Low
ZPH	BMO US Put Write Hedged to CAD	Index	76	10.3%	+7.7%	0.72%	-20.8%	Low–med	Low
CNCC	Global X S&P/TSX 60 Covered Call	Index	76	6.7%	+15.9%	0.50%	-25.4%	Medium	Medium
BDIV	Brompton Global Dividend Growth	Index	76	7.1%	+3.7%	0.96%	-22.8%	Medium	Very low
HHIH	Harvest High Income Equity Shares	Index	75	20.7%	+5.3%	0.99%	-15.9%	Med–high	Medium
RUDC	RBC U.S. Dividend Covered Call	Index	75	6.7%	+15.8%	0.73%	-9.6%	Medium	Very low
ZWE	BMO Europe High Dividend Covered Call Hedged to CAD	Index	75	6.7%	+9.7%	0.72%	-24.7%	Medium	Medium
BLOV	Brompton North American Low Volatility Dividend	Index	75	4.2%	+13.0%	0.76%	-16.0%	Medium	Very low
MPY	Mulvihill Premium Yield	Index	74	8.2%	+7.7%	0.70%	-6.5%	Low–med	Very low
ZWS	BMO US High Dividend Covered Call Hedged to CAD	Index	74	6.7%	+8.3%	0.71%	-27.6%	Medium	Low
HVOI	Harvest Low Volatility Canadian Equity Income	Index	73	6.6%	+15.1%	0.89%	-4.3%	Medium	Low
ZWA	BMO Covered Call Dow Jones Industrial Average Hedged to CAD	Index	73	6.5%	+6.7%	0.72%	-23.2%	Medium	Low
TGED	TD Active Global Enhanced Dividend	Index	72	3.8%	+5.6%	0.72%	-21.4%	Medium	Very high
EDGF	Brompton European Dividend Growth	Index	72	7.6%	+3.1%	0.86%	-27.8%	Medium	Very low
PYF	Purpose Premium Yield	Index	71	6.5%	+4.0%	0.72%	-13.8%	Low	Medium
JEPI	JPMorgan US Equity Premium Income Active	Index	70	6.5%	+7.6%	0.39%	-9.9%	n/a	High
CUDC	CIBC US High Dividend Covered Call	Index	69	7.7%	+1.8%	0.55%	-7.3%	Medium	Very low
RSCC	Global X Russell 2000 Covered Call	Index	69	13.4%	+16.2%	0.78%	-18.1%	Med–high	Low
TUED	TD Active U.S. Enhanced Dividend	Index	68	2.8%	+4.0%	0.72%	-19.8%	Medium	High
TUEX	TD Active U.S. Enhanced Dividend CAD Hedged	Index	68	3.0%	+0.5%	0.72%	-11.6%	Med–high	Low
GGPY	Guardian Directed Premium Yield	Index	68	7.1%	+7.8%	1.02%	-18.7%	Medium	Low
GGEP	Guardian Directed Equity Path	Index	65	4.1%	+4.6%	1.09%	-12.2%	Low–med	Very low
GIDY	Guardian i3 Global Dividend Premium Yield	Index new	n/a	4.5%	–	0.89%	-1.4%	Medium	Very low
HPYE	Harvest Premium Yield Enhanced	Index new	n/a	14.1%	–	0.65%	-3.5%	Medium	Medium
IMAX	Hamilton International Equity YIELD MAXIMIZER™	Index new	n/a	9.9%	–	0.65%	-2.2%	Medium	Medium
JEPH	JPMorgan US Equity Premium Income Active CAD Hedged	Index new	n/a	7.4%	–	0.35%	-1.8%	n/a	Very low
JPQH	JPMorgan Nasdaq Equity Premium Income Active CAD Hedged	Index new	n/a	13.5%	–	0.35%	-6.7%	n/a	Low
MHDC	Mackenzie Canadian High Dividend Yield	Index new	n/a	4.8%	–	0.62%	–	n/a	n/a
MHDU	Mackenzie US High Dividend Yield	Index new	n/a	4.8%	–	0.63%	–	n/a	n/a
MOAT	Moat Active Premium Yield	Index new	n/a	13.3%	–	1.47%	-0.9%	Low–med	Medium
NICC	NBI SmartData International Equity Covered Call	Index new	n/a	–	–	0.50%	–	Medium	Very low
NUCC	NBI SmartData U.S. Equity Covered Call	Index new	n/a	–	–	0.40%	–	Medium	n/a

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 →