All funds Harvest

Harvest covered call and yield ETFs

We track 66 Harvest funds: 35 single-stock covered call, 10 sector covered call, 7 enhanced covered call, 6 fund-of-funds covered call, 5 index covered call, 2 bond covered call and 1 cash and hisa. The highest on our Income Durability Score are MSTE (10), MSTY (12) and CNYE (13).

Yields, fees and holdings are from Harvest's own published documents; each fund page links to its official page.

Ticker ⇅	Fund	Type	Score ▲	Yield ⇅	1-yr return ⇅	Fee ⇅	Worst drop ⇅	Liquidity ⇅
MSTE	Harvest MicroStrategy Enhanced High Income Shares ETF	Single-stock 1.25x	10	47.4%	-32.9%	1.89%	-82.8%	Very high
MSTY	Harvest Strategy Inc. High Income Shares ETF	Single-stock	12	35.9%	-24.1%	0.80%	-78.9%	Medium
CNYE	Harvest Coinbase Enhanced High Income Shares ETF	Single-stock 1.25x	13	51.7%	-47.8%	1.89%	-65.8%	Medium
CRCY	Harvest Circle Enhanced High Income Shares ETF	Single-stock 1.25x	13	62.1%	-18.6%	1.82%	-61.8%	Medium
RDDY	Harvest Reddit Enhanced High Income Shares ETF	Single-stock 1.25x	15	70.3%	-58.4%	1.82%	-62.3%	Medium
SOFY	Harvest SoFi Enhanced High Income Shares ETF	Single-stock 1.25x	17	31.2%	-42.0%	1.80%	-50.9%	Medium
NFLY	Harvest Netflix Enhanced High Income Shares ETF	Single-stock 1.25x	17	24.9%	-47.6%	1.89%	-57.8%	Medium
HODY	Harvest Robinhood Enhanced High Income Shares ETF	Single-stock 1.25x	20	47.5%	-40.7%	1.84%	-58.1%	Medium
HBIX	Harvest Bitcoin Enhanced Income ETF	Enhanced 1.25x	21	22.4%	-20.7%	2.79%	-53.0%	Medium
TEHE	Harvest TELUS Enhanced High Income Shares ETF	Single-stock 1.25x	23	15.8%	-31.5%	1.86%	-47.3%	Low
TSLY	Harvest Tesla Enhanced High Income Shares ETF	Single-stock 1.25x	24	28.6%	-5.6%	1.88%	-43.5%	Very high
HPYT	Harvest Premium Yield Treasury ETF	Bond	41	9.8%	-6.3%	0.68%	-12.7%	High
HPYM	Harvest Premium Yield 7-10 Year Treasury ETF	Bond	49	6.2%	-4.4%	0.69%	-6.4%	Medium
BCEE	Harvest BCE Enhanced High Income Shares ETF	Single-stock 1.25x	53	20.1%	-9.4%	1.87%	-20.0%	Medium
CCOE	Harvest Cameco Enhanced High Income Shares ETF	Single-stock 1.25x	54	28.2%	-20.7%	1.88%	-42.4%	Medium
HGR	Harvest REIT Leaders Income ETF	Sector	55	7.3%	-2.4%	0.99%	-40.5%	Low
AEME	Harvest Agnico Eagle Enhanced High Income Shares ETF	Single-stock 1.25x	57	26.2%	-16.8%	1.87%	-46.8%	Medium
SHPE	Harvest Shopify Enhanced High Income Shares ETF	Single-stock 1.25x	57	36.0%	-21.6%	1.88%	-36.9%	Medium
HBTE	Harvest Bitcoin Leaders Enhanced Income ETF	Enhanced 1.25x	60	45.1%	-24.5%	2.49%	-45.5%	High
MSHE	Harvest Microsoft Enhanced High Income Shares ETF	Single-stock 1.25x	62	16.8%	+2.7%	1.87%	-32.4%	Medium
ENBE	Harvest Enbridge Enhanced High Income Shares ETF	Single-stock 1.25x	66	13.7%	+3.3%	1.88%	-14.8%	Medium
LLHE	Harvest Eli Lilly Enhanced High Income Shares ETF	Single-stock 1.25x	66	17.0%	+38.8%	1.86%	-26.7%	High
TDHE	Harvest Enhanced High Income TD-Linked Shares ETF	Single-stock 1.25x	67	10.0%	+52.7%	1.88%	-3.9%	Very low
COSY	Harvest Costco Enhanced High Income Shares ETF	Single-stock 1.25x	67	13.0%	+11.8%	1.89%	-16.1%	Medium
MSFH	Harvest Microsoft High Income Shares ETF	Single-stock	68	13.7%	+3.7%	0.98%	-26.3%	Medium
RYHE	Harvest Enhanced High Income RY-Linked Shares ETF	Single-stock 1.25x	68	10.2%	+34.0%	1.88%	-5.0%	Low
HHLE	Harvest Healthcare Leaders Enhanced Income ETF	Enhanced 1.25x	68	12.1%	+7.6%	2.15%	-20.1%	Medium
HPF	Harvest Energy Leaders Income ETF	Sector	69	7.0%	+49.9%	0.99%	-60.1%	Low
LLYH	Harvest Eli Lilly High Income Shares ETF	Single-stock	69	13.9%	+32.8%	0.98%	-19.0%	Low
TRVI	Harvest Travel & Leisure Income ETF	Sector	70	11.0%	+6.7%	0.99%	-18.3%	Very low
AMHE	Harvest Amazon Enhanced High Income Shares ETF	Single-stock 1.25x	71	17.9%	+10.6%	1.88%	-29.6%	High
HIND	Harvest Industrial Leaders Income ETF	Sector	71	7.6%	+17.6%	0.99%	-11.7%	Low
HBIE	Harvest Balanced Income & Growth Enhanced ETF	Fund-of-funds 1.25x	71	10.4%	+6.5%	2.27%	-4.8%	Very low
SUHE	Harvest Suncor Enhanced High Income Shares ETF	Single-stock 1.25x	72	15.1%	+77.2%	1.88%	-19.0%	Low
CNQE	Harvest CNQ Enhanced High Income Shares ETF	Single-stock 1.25x	73	16.6%	+57.1%	1.88%	-19.3%	Medium
HTAE	Harvest Tech Leaders Enhanced Income ETF	Enhanced 1.25x	73	11.3%	+23.7%	2.13%	-16.8%	Medium
AMDY	Harvest AMD Enhanced High Income Shares ETF	Single-stock 1.25x	73	42.2%	+108.1%	1.89%	-25.1%	Very high
HVOI	Harvest Low Volatility Canadian Equity Income ETF	Index	73	6.7%	+14.1%	0.89%	-4.3%	Low
AMZH	Harvest Amazon High Income Shares ETF	Single-stock	73	14.4%	+10.2%	0.98%	-24.0%	Low
GOGY	Harvest Alphabet Enhanced High Income Shares ETF	Single-stock 1.25x	73	23.4%	-14.3%	1.89%	-26.5%	Medium
HHIS	Harvest Diversified High Income Shares ETF	Fund-of-funds 1.25x	74	31.0%	+3.7%	1.85%	-20.1%	Very high
HBIG	Harvest Balanced Income & Growth ETF	Fund-of-funds	74	8.1%	+6.0%	0.99%	-4.3%	Very low
HUBL	Harvest US Bank Leaders Income ETF	Sector	74	8.7%	+9.4%	0.99%	-43.1%	Low
NVHE	Harvest NVIDIA Enhanced High Income Shares ETF	Single-stock 1.25x	74	24.2%	+25.6%	1.86%	-26.7%	Very high
HHL	Harvest Healthcare Leaders Income ETF	Sector	75	9.3%	+6.8%	0.98%	-25.7%	Very high
APLE	Harvest Apple Enhanced High Income Shares ETF	Single-stock 1.25x	75	14.0%	+20.9%	1.85%	-9.9%	Medium
HHIH	Harvest High Income Equity Shares ETF	Index	75	20.8%	+4.8%	0.99%	-15.9%	Medium
AVGY	Harvest Broadcom Enhanced High Income Shares ETF	Single-stock 1.25x	75	27.4%	-16.2%	1.89%	-24.1%	High
HBF	Harvest US Equity Leaders Income ETF	Index	79	8.5%	+6.5%	0.88%	-22.4%	Medium
NVDH	Harvest NVIDIA High Income Shares ETF	Single-stock	79	18.1%	+23.8%	0.98%	-20.5%	Medium
HTA	Harvest Tech Leaders Income ETF	Sector	79	9.3%	+19.5%	0.99%	-36.7%	Medium
HRIF	Harvest Diversified Equity Income ETF	Fund-of-funds	80	8.8%	+12.3%	0.99%	-10.4%	Very low
HUTE	Harvest Utilities Leaders Enhanced Income ETF	Enhanced 1.25x	80	10.2%	+9.2%	1.72%	-14.0%	Medium
HLIF	Harvest Canadian Dividend Leaders Income ETF	Index	81	6.6%	+22.8%	0.79%	-10.1%	Medium
HDIF	Harvest Diversified Monthly Income ETF	Fund-of-funds 1.25x	83	11.8%	+14.3%	2.08%	-20.8%	High
HHIC	Harvest Canadian High Income Shares ETF	Enhanced 1.25x	84	18.3%	+13.9%	1.45%	-5.0%	Very high
HUTL	Harvest Utilities Leaders Income ETF	Sector	84	8.3%	+8.2%	0.64%	-20.9%	High
CONY	Harvest Coinbase High Income Shares ETF	Single-stock new	n/a	37.7%	–	0.98%	-21.2%	Low
HHII	Harvest International High Income Shares ETF	Enhanced 1.25x new	n/a	18.1%	–	0.65%	–	Medium
HONE	Harvest All-In-One High Income Shares ETF	Fund-of-funds 1.25x new	n/a	–	–	–	–	High
HPYB	Harvest Premium Yield Canadian Bank ETF	Sector new	n/a	13.1%	–	0.65%	-2.3%	Medium
HPYE	Harvest Premium Yield Enhanced ETF	Index new	n/a	14.1%	–	0.65%	-3.5%	Medium
HPYG	Harvest Premium Yield Gold ETF	Sector new	n/a	–	–	0.65%	–	Medium
METE	Harvest Meta Enhanced High Income Shares ETF	Single-stock 1.25x new	n/a	23.3%	–	1.89%	-22.8%	Medium
PLTE	Harvest Palantir Enhanced High Income Shares ETF	Single-stock 1.25x new	n/a	32.0%	–	1.89%	-25.5%	Very high
TBIL	Harvest Canadian T-Bill ETF	Cash new	n/a	2.3%	–	0.11%	0.0%	Medium

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 →

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 →

Rankings are information, not a recommendation to buy or sell any fund.