• iShares S&P/TSX Capped Financials Index ETF (XFN $65.37)
  • $65.37 Fwd P/E: 2.81X Cap: $1.86B
  • View XFN Profile
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• Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK $8.17)
  • $8.17 Fwd P/E: 15.7X Cap: $179M
  • View BANK Profile
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• BMO Covered Call US Banks ETF (ZWK $24.36)
  • $24.36 Fwd P/E: 12.06X Cap: $403M
  • View ZWK Profile
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.65)
  • $14.65 Fwd P/E: 12.35X Cap: $801M
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Q: In my accounts I hold the above. Would you please rank them for their expected total return over the next 1-3 years. Also with respect to each holding, if applicable, would you please give me a subsitute that you "prefer" or suggest might perform better in the same space.

Thanks,

Terry

Upvote 9

Read Answer Asked by Terry on April 22, 2025

• Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK $8.17)
  • $8.17 Fwd P/E: 15.7X Cap: $179M
  • View BANK Profile
  • View Questions on BANK
• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.43)
  • $10.43 Fwd P/E: 14.18X Cap: $280M
  • View ENCC Profile
  • View Questions on ENCC
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.65)
  • $14.65 Fwd P/E: 12.35X Cap: $801M
  • View HMAX Profile
  • View Questions on HMAX

Q: Would Canadian funds such as ENCC, BANK, HMAX which hold Canadian stocks be taxed as dividend income or as capital gains income by the CRA ?
I believe that similar funds holding US stocks would be taxed as capital gains.
Thank you.

Upvote 5

Read Answer Asked by Catherine on January 24, 2025

• Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK $8.17)
  • $8.17 Fwd P/E: 15.7X Cap: $179M
  • View BANK Profile
  • View Questions on BANK
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.65)
  • $14.65 Fwd P/E: 12.35X Cap: $801M
  • View HMAX Profile
  • View Questions on HMAX

Q: Good morning
Sorry for the error in my previous question for income purposes what would be your choice between Hmax and Bank (evolve) and why .
thanks in advance Georges

Upvote 5

Read Answer Asked by georges on December 20, 2024