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XCLR vs XYLD

Global X S&P 500 Collar 95-110 ETF vs Global X S&P 500 Covered Call ETF

XCLR

Global X S&P 500 Collar 95-110 ETF

Global X Funds

Annual cost

0.25%

Fund size

$3M

XYLD

Global X S&P 500 Covered Call ETF

Global X Funds

Annual cost

0.60%

Fund size

$3.1B

Key differences

  • XCLR costs 0.35% less per year.
  • XYLD is significantly larger than XCLR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XCLR has delivered higher annualized returns.
  • XYLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCLRXYLD
Annual cost (TER)0.25%0.60%
Fund size (AUM)$3M$3.1B
Since20212013
Dividend yield0.98%10.61%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+15.3%+18.8%
CAGR 3Y+14.2%+11.4%
CAGR 5Y-1.5%+7.9%
Sharpe 3Y1.030.76
Volatility 1Y8.77%6.73%
Max drawdown-46.74%-33.46%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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