Ex-Dividend Date: Aug 31
(Aug 31 & Sep 15 for semi-monthly ETFs)
Pay Date: Sep 8
(Sep 8 & Sep 22 for semi-monthly ETFs)
No Increases
Decreases:
$BIGY: from 0.3125 × 2 to 0.20 × 2
$EASY: from 0.31 × 2 to 0.255 × 2
Evolve ETFs:
$BIGY $CANY $INTY $EASY $SIXY
$TECY $BANK $UTES $OILY
$CUTE $QQQY $LIFE $CFIN $LEAD
$BASE $ESPX $CALL $EBNK $ETSX
Over the one-year period, Hamilton Enhanced U.S. Covered Call ETF (HYLD) leads the peer group with a 31.01% total return. Global X Enhanced S&P 500 Index Covered Call ETF (XYLD) follows at 23.32%, ahead of Hamilton Enhanced U.S. Equity DayMAX ETF (SDAY) at 20.59% and Harvest Diversified High Income Shares ETF (HHIS) at 12.04%. Evolve US Equity UltraYield ETF (BIGY) does not yet have a one-year track record.
Recent performance shows different leaders. Over the past month, SDAY leads at +3.70%, followed by HYLD (+2.21%), XYLD (+1.40%), BIGY (+1.05%), and HHIS (+0.89%).
Over the past three months, SDAY also leads with an 11.90% return, followed by XYLD (+6.58%), HYLD (+4.71%), and HHIS (+1.05%). BIGY declined 11.96%.
Over the past six months, leadership shifts to HHIS at +24.53%, followed by HYLD (+22.22%), XYLD (+16.32%), SDAY (+8.87%), and BIGY (+1.50%).
Overall, HYLD leads over the one-year period, while SDAY has been strongest over the more recent one- and three-month periods and HHIS leads over six months. The results continue to show meaningful dispersion among U.S. equity-income strategies despite broadly similar income objectives.
Over the common period shown, Ninepoint Enhanced Canadian HighShares ETF (ECHI) leads the peer group with a 38.27% cumulative total return, followed by Hamilton Enhanced Canadian Equity DayMAX ETF (CDAY) at 29.72%, Harvest Canadian High Income Shares ETF (HHIC) at 28.93%, Global X Enhanced S&P/TSX 60 Index Covered Call ETF (CNCL) at 26.73%, and Evolve Canadian Equity UltraYield ETF (CANY) at 25.66%.
Over the past month, HHIC leads at +6.37%, followed by ECHI (+5.61%), CNCL (+3.98%), CANY (+3.60%), and CDAY (+1.17%).
Over the past three months, CANY leads at +10.98%, followed by CNCL (+10.43%), CDAY (+8.55%), ECHI (+8.33%), and HHIC (+8.04%).
Over the past six months, CANY also leads at +17.00%, followed closely by ECHI (+16.37%), with CNCL (+14.94%), CDAY (+14.09%), and HHIC (+12.21%) rounding out the group.
Overall, performance leadership has varied by period: HHIC leads over one month, CANY over three and six months, while ECHI leads over the common period shown. The results highlight the meaningful differences in return profiles across Canadian equity-income strategies.
NOTE: Margin Requirements on WealthSimple
GREEN 🟢 Tickers: 30%
BLACK ⚫ Tickers: 50%
RED 🔴 Tickers: 75% and Above
Leveraged:
$ETHY / $ETHY-U
$BCCL / $BCCL-U
$HHIS / $HHIS-U
$BTCY / $BTCY-U
$NVHE / $NVHE-U
$MSHE / $MSHE-U
$AMHE / $AMHE-U
$HYLD / $HYLD-U
Non-Leveraged:
$BCCC / $BCCC-U
$LLYH / $LLYH-U
$NVDH / $NVDH-U
$MSFH / $MSFH-U
$AMZH / $AMZH-U
$QQQY / $QQQY-U
$LIFE / $LIFE-U
$RSCC / $RSCC-U
$LEAD / $LEAD-U
$QQCC / $QQCC-U
$QMAX / $QMAX-U
$SMAX / $SMAX-U
$ESPX / $ESPX-U
$CALL / $CALL-U
$EBNK / $EBNK-U
$HHL / $HHL-U
$HTA / $HTA-U
$HBF / $HBF-U
$HUBL / $HUBL-U
$HPF / $HPF-U
$USCC / $USCC-U
(Minimum 25% leverage, no bond/fixed income)
No Fixed Income
No Bond
No Leverage
EVOLVE:
$ETSX $ESPX $QQQY $LIFE $CALL $EBNK $BASE $LEAD $CFIN $CUTE
GLOBAL X:
$CPCC $AGCC $BCCC $RNCC $RSCC $EQCC $EACC $EMCC $USCC $QQCC $GLCC $CNCC $BKCC $ENCC $CMCC $SVCC $URCC
HAMILTON:
$HMAX $UMAX $SMAX $QMAX $FMAX $LMAX $EMAX $AMAX $RMAX $CMAX $IMAX
HARVEST (CLASSIC):
$HHL $HBF $HTA $HUTL $HGR $HPF $HUBL $HLIF $TRVI $HIND $HVOI
HARVEST (HIGH INCOME):
$LLYH $AMZH $MSFH $NVDH $MSTY $CONY $HHIH
NINEPOINT:
$CSUC $NRGI
​
Global X: BCCL, CMCL
Harvest: HPYE, HPYB
Evolve: BIGY, CANY, INTY, SIXY, EASY
Hamilton: CDAY, SDAY, QDAY, BDAY
Brompton: PAYG, PAYU
​
Global X:
$RNCL · $RSCL · $GLCL · $ENCL · $QQCL · $USCL · $EMCL · $BKCL · $EQCL · $EACL · $CNCL
Harvest:
$HBTE · $HHIS · $HHIC · $HHII · $HPYG · $HHLE · $HDIF · $HTAE · $HUTE
Evolve:
$UTES · $OILY · $BANK
Hamilton:
$HYLD · $HDIV
Ninepoint:
$ECHI
Purpose:
$YMAG
Since the common inception period, Ninepoint Enhanced Canadian HighShares ETF (ECHI) leads the peer group with a 34.91% cumulative total return. Hamilton Enhanced Canadian Equity DayMAX ETF (CDAY) follows at 28.66%, ahead of Global X Enhanced S&P/TSX 60 Index Covered Call ETF (CNCL) at 25.01%, Harvest Canadian High Income Shares ETF (HHIC) at 24.23%, and Evolve Canadian Equity UltraYield ETF (CANY) at 23.05%.
Recent performance has also favoured ECHI, which leads the one-month period at +4.07%, followed by CNCL (+3.59%), HHIC (+3.47%), CANY (+3.04%), and CDAY (+0.05%).
Over the past three months, CNCL leads with a 10.89% return, narrowly ahead of CANY (+10.57%). CDAY returned 8.88%, ECHI 7.29%, and HHIC 5.23%.
Over the past six months, CANY leads at 18.69%, followed by ECHI (+17.86%), CNCL (+17.02%), CDAY (+15.48%), and HHIC (+12.19%).
Overall, ECHI remains the strongest performer since common inception at 34.91% and also leads over the most recent month. The shorter-term leadership has rotated, with CNCL leading over three months and CANY over six months, while ECHI maintains the strongest cumulative result.
Since common inception, Hamilton Enhanced U.S. Covered Call ETF (HYLD) leads the peer group with a 31.99% total return. Global X Enhanced S&P 500 Index Covered Call ETF follows at 27.28%, while Hamilton Enhanced U.S. Equity DayMAX ETF (SDAY) has returned 23.44%. Harvest Diversified High Income Shares ETF (HHIS) has gained 14.29%. A full one-year return is not yet available for Evolve U.S. Equity UltraYield ETF (BIGY).
Recent performance has favoured BIGY, which led over the past month with a 1.57% gain. It was followed by Global X (+1.39%), HYLD (+0.25%), and HHIS (+0.14%), while SDAY declined 1.18%.
Over the past three months, SDAY led with a 12.42% return, followed by Global X (+11.09%), HYLD (+8.69%), and HHIS (+4.92%). BIGY declined 8.55% over the same period.
Over the past six months, HHIS led the peer group with a 23.08% return, followed by HYLD (+20.92%), Global X (+16.94%), SDAY (+8.90%), and BIGY (+3.02%).
Overall, HYLD has delivered the strongest 1-year return, while leadership has varied across shorter periods: BIGY led over one month, SDAY over three months, and HHIS over six months.
Since common inception, Ninepoint Enhanced Canadian HighShares ETF (ECHI) continues to lead the peer group with a 30.97% total return. Hamilton Enhanced Canadian Equity DayMAX ETF (CDAY) follows at 27.68%, while iShares Core S&P/TSX Capped Composite Index ETF (XIC) has returned 22.01%. Evolve Canadian Equity UltraYield ETF (CANY) has gained 20.20%, and Harvest Canadian High Income Shares ETF (HHIC) has returned 19.72%.
Recent performance has favoured ECHI, which led over the past month with a 2.06% gain, followed by XIC (+1.26%), CANY (+1.17%), CDAY (+0.51%), while HHIC declined 0.22%.
Over the past three months, CDAY led with an 8.05% return, followed by CANY (+5.49%), XIC (+4.34%), ECHI (+1.87%), while HHIC declined 1.36%.
Over the past six months, CDAY again led with a 16.94% return, followed by CANY (+14.57%), XIC (+11.54%), ECHI (+10.99%), and HHIC (+5.70%).
Overall, ECHI continues to deliver the strongest cumulative return since common inception. CDAY has generated the strongest medium-term momentum across the recent three- and six-month periods, while ECHI has regained short-term leadership over the past month.
3 Brompton:
$PAYG $PAYU $PAYI
8 Evolve:
$BIGY $EASY $INTY $CANY $SIXY $UTES $BANK $OILY
14 Global X:
$BCCL $SVCL $RSCL $GLCL $RNCL $CMCL $QQCL $ENCL $USCL $BKCL $EMCL $EQCL $EACL $CNCL
6 Hamilton:
$SDAY $QDAY $CDAY $HYLD $HDIV $BDAY
10 Harvest:
$HBIX $HBTE $HHLE $HPYE $HPYB $HDIF $HTAE $HUTE $HPYG $HHII
27 Harvest — Single Stock U.S.:
$RDDY $CNYE $MSTE $HODY $CRCY $SOFY $PLTE $TSLY $ORCY $AVGY $HHIS $NOVY $BLKY $AMDY $CRWY $METE $MSHE $NVHE $NFLY $LLHE $GOGY $JPHE $AMHE $APLE $COSY $JNJY $SPXE
11 Harvest — Single Stock Canada:
$SHPE $CCOE $AEME $TEHE $CNQE $HHIC $SUHE $BCEE $ENBE $RYHE $TDHE
6 Ninepoint — Single Stock U.S.:
$NVHI $TSHI $PLHI $GOHI $INHI $SXHI
14 Ninepoint — Single Stock Canada:
$SHHI $CCHI $ABHI $ECHI $CQHI $ENHI $BCHI $SUHI $TDHI $CRHI $RYHI $CLHI $CSHI $KGHI
20 Purpose — Single Stock U.S.:
$YCON $YPLT $YTSL $ETHY $YNET $YMET $YMAG $YAMD $YAVG $BTCY $YNVD $YUNH $YCST $MSFY $YAMZ $JPYS $YGOG $BRKY $APLY $SPXY
10 Purpose — Single Stock Canada:
$SHPY $TY $ENBY $CNQY $ATDY $DOLY $BNSY $BNY $RBCY $TDY
Since common inception, Ninepoint Enhanced Canadian HighShares ETF (ECHI) continues to lead the peer group with a 31.03% total return. Hamilton Enhanced Canadian Equity DayMAX ETF (CDAY) follows at 28.89%, while Global X Enhanced S&P/TSX 60 Covered Call ETF (CNCC) has returned 22.08%. Harvest Canadian High Income Shares ETF (HHIC) has gained 21.03%, narrowly ahead of Evolve Canadian Equity UltraYield ETF (CANY) at 20.25%.
Recent performance has favoured Global X CNCC, which led over the past month with a 2.48% gain. Hamilton CDAY returned 1.89%, followed by Evolve CANY (+1.72%), Ninepoint ECHI (+0.89%), while Harvest HHIC was slightly negative at -0.13%.
Over the past three months, CDAY led with a 9.18% return, followed by CNCC (+7.40%), CANY (+6.37%), ECHI (+2.78%), and HHIC (+0.06%).
Overall, ECHI continues to deliver the strongest cumulative return since common inception, while CDAY has generated the strongest momentum across the recent three- and six-month periods. CNCC has led over the past month, and CANY continues to outperform HHIC over the intermediate six-month horizon despite trailing slightly since inception.
Since common inception, Hamilton Enhanced U.S. Covered Call ETF (HYLD) continues to lead the peer group with a 20.26% total return. It is followed by Hamilton Enhanced U.S. Equity DayMAX ETF (SDAY) at 16.17%, Global X S&P 500 Covered Call ETF (XYLD) at 14.76%, and Harvest Diversified High Income Shares ETF (HHIS) at 6.85%. Evolve U.S. Equity UltraYield ETF (BIGY) remains the only fund with a negative return at -13.53%.
Recent performance has been mixed. Over the past month, SDAY led with a 2.22% gain, followed by XYLD (+1.60%). HHIS declined 0.71%, HYLD fell 1.47%, and BIGY declined 5.30%. Over the last six months, HYLD led with a 10.76% return, ahead of SDAY (+7.28%), XYLD (+6.20%), and HHIS (+3.13%), while BIGY declined 14.29%.
Overall, HYLD maintains the strongest return since common inception, while SDAY and XYLD continue to form the next tier. BIGY has experienced the weakest performance across the available periods.
Since common inception, Ninepoint SpaceX HighShares ETF (SXHI) continues to lead the peer group with a -42.06% total return. Purpose SpaceX Yield Shares ETF (SPXY) follows at -42.55%, while Harvest SpaceX Enhanced High Income Shares ETF (SPXE) has returned -44.65%.
Despite the challenging environment for SpaceX-related income strategies, SXHI has consistently outperformed its peers since launch, maintaining a 49 bps advantage over SPXY and a 259 bps lead over SPXE.
Overall, SXHI remains the strongest-performing SpaceX income ETF since common inception, demonstrating better downside protection relative to competing covered call strategies during the recent market decline.
Since common inception, Ninepoint Enhanced Canadian HighShares ETF (ECHI) continues to lead the peer group with a 30.27% total return. Hamilton Enhanced Canadian Equity DayMAX ETF (CDAY) follows closely at 28.80%, while Evolve Canadian Equity UltraYield ETF (CANY) has returned 20.86%, Harvest Canadian High Income Shares ETF (HHIC) 19.98%, and Global X S&P/TSX 60 Covered Call ETF (CNCC) 18.00%.
Recent performance has favoured CDAY, which led over the past month with a 2.67% gain and over the past three months with an 8.82% return. CANY ranked second over both periods at 2.00% and 7.20%, respectively. CNCC returned 1.68% over one month and 5.27% over three months, while ECHI was approximately flat over the latest month at -0.10% and gained 1.94% over three months. HHIC declined 2.31% and 2.29% over the same periods.
Overall, ECHI retains the strongest cumulative return since common inception, while CDAY has generated the strongest momentum across the more recent one-, three- and six-month periods.
Since common inception, Hamilton Enhanced U.S. Covered Call ETF (HYLD) has established a clear lead with a 24.29% total return. It is followed by Hamilton Enhanced U.S. Equity DayMAX ETF (SDAY) at 18.68%, Global X S&P 500 Covered Call ETF (XYLD) at 14.96%, Harvest Diversified High Income Shares ETF (HHIS) at 11.09%, while Evolve US Equity UltraYield ETF (BIGY) remains the only fund with a negative return at -11.31%.
Recent performance has been more mixed. Over the past month, HHIS led the group with a 7.45% gain, followed by SDAY (+6.33%), HYLD (+5.75%), and XYLD (+3.99%), while BIGY was essentially flat at -0.32%. Over the last three months, HHIS again led with an 18.56% return, narrowly ahead of HYLD (+17.48%), while SDAY (+9.26%) and XYLD (+6.06%) trailed.
The results illustrate how performance leadership can shift over shorter periods even within a relatively new peer group. While HYLD continues to hold the strongest return since common inception, HHIS has generated the strongest recent momentum, highlighting the impact that portfolio construction and covered call implementation can have on short-term results.