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  5. ZWU: I would be interested in your professional opinion on covered call ETF's within a non registered account for a duo objective of maintaining principal and generating an income. [BMO Covered Call Utilities ETF]
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Q: I would be interested in your professional opinion on covered call ETF's within a non registered account for a duo objective of maintaining principal and generating an income. I have ample growth investments in registered accounts. One draw back I see from. this approach is the tracking of ACB for tax purposes etc, which you don't have in registered accounts, If you have 2-3 recommendations you feel comfortable with, that's appreciated.
Thanks
As a tag on to my recently submitted question about covered call, what is your opinion and recommendations within in an RRSP?
Asked by Steven on June 30, 2025
5i Research Answer:

Yes, tracking ACB can be a pain, but if there is a return of capital component on a fund it can defer taxes, and shift a tax burden fully to capital gains. We are comfortable with HDIV for a multi-sector approach, though it does use 25% leverage which may not be for everyone. HYLD is a US focused similar fund. ZWU for a utilty covered call fund. ZWB is a bank-focused CC ETF that we would be also comfortable with. Recommendations would largely be the same for a RRSP. The main difference is that ROC cannot be utilized in an RRSP nor does it need to be tracked. But high income can still be beneficial in a deferred tax account such as an RRSP. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in ZWU.