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XRMI vs XYLD

Global X S&P 500 Risk Managed Income ETF vs Global X S&P 500 Covered Call ETF

XRMI

Global X S&P 500 Risk Managed Income ETF

Global X Funds

Annual cost

0.60%

Fund size

$49M

XYLD

Global X S&P 500 Covered Call ETF

Global X Funds

Annual cost

0.60%

Fund size

$3.1B

Key differences

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

Side-by-side comparison

XRMIXYLD
Annual cost (TER)0.60%0.60%
Fund size (AUM)$49M$3.1B
Since20212013
Dividend yield12.65%10.61%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+10.4%+18.8%
CAGR 3Y+6.8%+11.4%
CAGR 5YN/A+7.9%
Sharpe 3Y0.520.76
Volatility 1Y5.43%6.73%
Max drawdown-15.36%-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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