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XYLD vs DJIA

Global X S&P 500 Covered Call ETF vs Global X Dow 30 Covered Call ETF

XYLD

Global X S&P 500 Covered Call ETF

Global X Funds

Annual cost

0.60%

Fund size

$3.1B

DJIA

Global X Dow 30 Covered Call ETF

Global X Funds

Annual cost

0.60%

Fund size

$169M

Key differences

  • XYLD is significantly larger than DJIA — 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

XYLDDJIA
Annual cost (TER)0.60%0.60%
Fund size (AUM)$3.1B$169M
Since20132022
Dividend yield10.61%8.45%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+19.7%+14.9%
CAGR 3Y+11.6%+10.5%
CAGR 5Y+8.2%N/A
Sharpe 3Y0.780.69
Volatility 1Y6.71%7.77%
Max drawdown-33.46%-16.91%

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

Similar to XYLD and DJIA