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QRMIGlobal X NASDAQ 100 Risk Managed Income ETF

Get income5y track recordRanked #1,251 of 1,706 in this goal

Seeks to provide investment results that correspond generally to the price and yield performance of the Nasdaq-100 Monthly Net Credit Collar 95-100 Index.

By Global X Funds · Launched 2021

Annual Cost

0.60%

#3,337 of 6,040 · average

Fund Size

$15M

#4,753 of 6,040 · small

Return (1Y)

+8.6%

Track Record

5 years

#2,408 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,846+8.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Index tracked

Nasdaq-100 Monthly Net Credit Collar 95-100 Index

Holdings

By weight

Concentration

Top 10 holdings = 48.3% of fundmoderately concentrated

NVIDIA CORPORATION
8.8%
APPLE INC.
7.3%
MICROSOFT CORPORATION
5.5%
AMAZON.COM, INC.
5.2%
ALPHABET INC.
4.1%
ALPHABET INC.
3.8%
BROADCOM INC.
3.6%
TESLA, INC.
3.5%
META PLATFORMS, INC.
3.3%
WALMART INC.
3.2%

Asset allocation

Stocks
99.9%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
6.8%Low

Year-on-year price swings

Max drawdown
-20.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.51Decent risk-adjusted returns
Sortino (3Y)
0.72Moderate downside risk

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to provide investment results that correspond generally to the price and yield performance of the Nasdaq-100 Monthly Net Credit Collar 95-100 Index.
Strategy
Invests at least 80% of total assets in securities of the Nasdaq-100 Monthly Net Credit Collar 95-100 Index, employing an options collar strategy to generate income while protecting against significant declines in the NASDAQ 100 Index. The strategy includes long positions in put options and short positions in call options on the NASDAQ 100 Index.
Inception date
August 25, 2021
Fund family
Global X Funds

Next steps

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Data updated on 2026-09-18