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XCLR
-0.95 · -3.32%
$27.79 · NYSE ARCA
AUM:$3.3M
#– of – in Equity Hedged ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 9.9% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.25% — competitive for the exposure provided.What is XCLR?
The fund invests at least 80% of its total assets in the securities of the Cboe S&P 500 3-Month Collar 95-110 Index (underlying index). The underlying index measures the performance of a risk management strategy that holds the underlying stocks of the S&P 500® Index and applies an options collar strategy (i.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Positive 1-Year Return
XCLR returned 9.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.25% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 36.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$3.3M
Expense Ratio0.25%
Dividend Yield0.98%
Holdings49
Inception DateAug 2021
Domicile–
Distribution–
Index–
ProviderGlobal X Funds
Beta0.79
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified