XRMIGlobal X S&P 500 Risk Managed Income ETF
Seeks to provide investment results that correspond generally to the price and yield performance of the Cboe S&P 500 Risk Managed Income Index.
By Global X Funds · Launched 2021
Annual Cost
0.60%
#3,337 of 6,040 · average
Fund Size
$49M
#3,759 of 6,040 · mid-size
Return (1Y)
+10.5%
Track Record
5 years
#2,408 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,024+10.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Option income
Index tracked
Cboe S&P 500 Risk Managed Income Index
Holdings
By weightConcentration
Top 10 holdings = 39.1% of funddiversified
NVIDIA CORPORATION
8.0%
APPLE INC.
6.6%
MICROSOFT CORPORATION
5.0%
AMAZON.COM, INC.
4.3%
ALPHABET INC.
3.7%
BROADCOM INC.
3.3%
ALPHABET INC.
2.9%
META PLATFORMS, INC.
2.2%
TESLA, INC.
1.8%
BERKSHIRE HATHAWAY INC.
1.4%
Asset allocation
Stocks
100.0%
Cash
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.7%Low
Year-on-year price swings
Max drawdown
-15.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.67Decent risk-adjusted returns
Sortino (3Y)
0.93Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide investment results that correspond generally to the price and yield performance of the Cboe S&P 500 Risk Managed Income Index.
- Strategy
- Invests at least 80% of total assets in securities of the Cboe S&P 500 Risk Managed Income Index, employing an options collar strategy to generate income while protecting against significant declines in the S&P 500. Concentrates investments in the U.S. information technology sector.
- Inception date
- August 25, 2021
- Fund family
- Global X Funds
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18