Commentary: HDIV

Yardeni Fireside: Key Takeaways

On November 3rd, we hosted the prominent Wall Street strategist, Ed Yardeni, in Toronto for a fireside chat moderated by Jennifer Mersereau and Pat Sommerville, Co-CEOs of Hamilton ETFs. The discussion centered on his “Roaring 2020s” thesis, offering insights into the transformative trends defining the decade ahead.

Ed Yardeni: Investing in the Roaring 2020s

On October 2nd, we had the pleasure of hosting Ed Yardeni for a fireside chat, moderated by Jennifer Mersereau and Pat Sommerville, Co-CEOs of Hamilton ETFs. The conversation explored his “Roaring 2020s” thesis, highlighting the transformative forces shaping this decade.

Hamilton ETFs Announces Name Change for HDIV

TORONTO, August 21, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announces that effective August 14, 2025, the legal name of Hamilton Enhanced Multi-Sector Covered Call ETF was changed to Hamilton Enhanced Canadian Covered Call ETF (the “ETF”) (the “Name Change”). There is no change to the investment objective, investment strategy or management of the ETF associated with this name change. It is anticipated that the…

HDIV — Outperforming S&P/TSX 60 with a Higher Yield (3 Years Later)

Just over three years ago, we launched the Hamilton Enhanced Canadian Covered Call ETF (HDIV) (formerly the Hamilton Enhanced Multi-Sector Covered Call ETF), Canada’s first enhanced “all-in-one” covered call ETF. HDIV invests in a portfolio of our YIELD MAXIMIZER™ sector covered call ETFs and has a sector mix “broadly similar” to the S&P/TSX 60. We believe HDIV is most attractive to investors seeking a higher income…

HYLD – Adding QQCC, USCC / Reducing QYLD, RYLD, XYLD; Change in Distribution

The objective of our ETFs, HDIV and HYLD, is to provide “attractive monthly income”. To accomplish this, we aim to create higher income ETF versions of the S&P/TSX 60 and S&P 500, respectively. Given the sector mix of the S&P/TSX 60 and the S&P 500 are highly complementary, and the two equity markets have related but different drivers, we believe there are benefits to holding a…

HDIV and HYLD – Performance Update; (Still) Working Well Together

In this insight, we provide an update on the performance of the Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV) and the Hamilton Enhanced U.S. Covered Call ETF (HYLD). While the objective of each ETF is to generate “attractive monthly income”, we hope each ETF will pay higher monthly income while generating similar and highly correlated returns to the large benchmark indices of Canada (for HDIV) and…

HDIV and HYLD – Working Together (as Shown in One Chart)

Before we talk about HDIV/HYLD, we wanted to highlight the launch of the Hamilton Canadian Financials Yield Maximizer ETF, or HMAX. This covered call ETF is ~75% Canadian banks and has an initial target yield of 13%+, paid monthly. This materially higher yield will be supported by an options coverage ratio of ~50% (higher than most covered call ETFs) and writing options at-the-money (versus out-of-the money).…

HDIV – Adding HMAX, Selling ZWB for Higher Yield and Lower Fees

Our overall goal for the Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV) and the Hamilton Enhanced U.S. Covered Call ETF (HYLD, HYLD.U) is to create higher income ETF versions of the S&P/TSX 60 and S&P 500, respectively. As part of these two funds, we have modest cash leverage of 25%, the purpose of which is to help mitigate the yield/return trade-off inherent in covered call strategies,…

HYLD – Adding JEPQ, Selling TXF for Higher Yield, Added Diversification, Lower Fees    

For HDIV and HYLD, we aim to create higher income ETF versions of the S&P/TSX 60 and S&P 500, respectively. Investors in HYLD will recall we recently swapped HBF for JEPI (see HYLD – Adding JEPI, Selling HBF for Higher Yield, Added Diversification, Lower Fees for additional information). Today’s insight discusses our next meaningful adjustment to HYLD’s portfolio, and why we believe it will help better…

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