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XYLD
+1.14 · +2.87%
$40.74 · NYSE ARCA

Global X S&P 500® Covered Call ETF (XYLD) ETF Analysis | Derivative Income

Global X Funds · USA
AUM:$3.2B
#– of – in Derivative Income 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 8.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is XYLD?

The fund invests at least 80% of its total assets in the securities of the Cboe S&P 500 BuyWrite Index (the "underlying index") or in investments that have economic characteristics that are similar to the economic characteristics of the component securities of the underlying index, either individually or in the aggregate.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
XYLD returned 8.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 37.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$3.2B
Expense Ratio0.60%
Dividend Yield10.46%
Holdings49
Inception DateJun 2013
Domicile–
Distribution–
Index–
ProviderGlobal X Funds
Beta0.40
CategoryDerivative Income
CurrencyUSD
Portfolio Impact

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6168
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.0%
1Y
+13.3%
3Y
+37.2%
5Y
+38.7%
OpenBook InsightIf you had invested £10,000 in XYLD 5 years ago, it would have grown to £13,871 — a gain of £3,871.

Annual Returns

Calendar year performance

XYLD delivered positive returns in 4 of the last 5 calendar years.
YearXYLD
2026 YTD+4.8%
2025+8.3%
2024+19.5%
2023+11.1%
2022-12.5%
CAGR 4yr+5.9%
4/5 positive yearsAvg return: +6.2%Worst year: -12.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
5.9%
Low
Momentum
+1.8%
30-day change
Support Level
41.29
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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