BMO's Enhanced Income Solutions
Engineered to deliver for generations to come
Seeking more income with less volatility
BMO’s Covered Call Mutual Funds and ETFs provide exposure to high dividend equities, biased toward quality. Plus, writing call option contracts enhances cash flow with the call option premium.
As markets fluctuate, covered call strategies tend to provide the exposure of the underlying stocks, with less volatility due to the premium.
Additional income generated by covered call strategies is generally treated as capital gains, reducing the overall tax impact.
ETF solutions for enhanced income
- BMO Covered Call Technology ETF (ticker: ZWT)
- BMO Covered Call Canadian Banks ETF (ticker: ZWB)
- BMO Covered Call U.S. Banks ETF (ticker: ZWK)
- BMO Covered Call Utilities ETF (ticker: ZWU)
- BMO U.S. High Dividend Covered Call ETF (ticker: ZWH)
- BMO U.S. High Dividend Covered Call Hedged to CAD ETF (ticker: ZWS)
- BMO Canadian High Dividend Covered Call ETF (ticker: ZWC)
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ticker: ZWE)
- BMO Europe High Dividend Covered Call ETF (ticker: ZWP)
- BMO Global High Dividend Covered Call ETF (ticker: ZWG)
- Contact an ETF specialist
Disclosures
Commissions, management fees and expenses (if applicable) may be associated with investments in mutual funds and exchange traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts, ETF Facts or prospectus of the relevant mutual fund or ETF before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in BMO Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF . BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal.
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms.