HTA or Similar

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Hi Dan. what are some similar funds that have similar yeild and growth that are comparable to HTA?

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Asked on June 13, 2025 5:24 pm
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thanks Dan, can you combine the 2 funds together?

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Posted by mike.repluk@gmail.com
Answered on June 17, 2025 6:36 am
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I don't see much use in owning both of these. Lots of overlap.
(Dan Kent at June 17, 2025 7:38 am)
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thanks Dan
(mike.repluk@gmail.com at June 17, 2025 8:45 am)
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Hey there, in terms of tech covered call funds, I'm not sure there will be too many alternatives to HTA.

The closest alternative I can think of is something like TXF.TO. This is CI Financials Covered Call Tech Giants ETF. Similar yields and similar rates of growth. TXF tends to take a bit more risk with more volatile holdings while HTA is a bit more concentrated in the larger tech names.

HTA has been the better historical performer over the last 3-5 years though.

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Posted by Dan Kent
Answered on June 16, 2025 8:00 am