Global X S&P 500 Covered Call ETFXYLD
XYLD
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
206% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 16
136% more call options, than puts
Call options by funds: $1.92M | Put options by funds: $813K
54% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 68
13% more funds holding
Funds holding: 222 [Q3] → 251 (+29) [Q4]
8% more capital invested
Capital invested by funds: $1.09B [Q3] → $1.19B (+$90.7M) [Q4]
1.97% more ownership
Funds ownership: 38.06% [Q3] → 40.03% (+1.97%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 6 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for XYLD.
Financial journalist opinion
Negative
Seeking Alpha
4 weeks ago
XYLD: The Risk Profile Of This Fund Has Changed Significantly In The Current Market
Investing requires balance; adapting strategies to changing market conditions is crucial for long-term success. Downgrading Global X S&P 500 Covered Call ETF to a hold due to its options strategy being unsuitable for a volatile market environment. XYLD's strategy caps upside gains, exposes downside risks, and lacks manager discretion, making it less effective in uncertain markets.
Negative
Zacks Investment Research
1 month ago
ETFs to Hedge Against Volatility Amid Trade & Slowdown Worries
Investors should consider applying hedging techniques to their equity portfolio to reduce overall volatility.
Negative
Zacks Investment Research
1 month ago
Tap Covered Call ETFs to Earn Higher Income & Stave Off Volatility
Wall Street has been under pressure due to tariff fatigue and recession fears. These covered call ETFs could be of help.
Neutral
Seeking Alpha
1 month ago
My Income Portfolio: Financial Awareness
The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the selection of the most appropriate tools for developing that awareness. In my case, the instruments I have adopted are largely high-income vehicles, with monthly and, in some cases, quarterly distribution.
Positive
Seeking Alpha
1 month ago
USCL:CA Offers Better Capital Preservation Than XYLD
USCL:CA is a TSX-listed ETF investing in U.S. equities with a covered call strategy, offering a strong annualized yield of 12.8%. Despite a high management expense ratio, Global X Enhanced S&P 500 Covered Call ETF's performance has outpaced the S&P 500 since inception, making it an attractive buy. The fund's positive AUM growth and increased trading volumes indicate strong investor confidence despite market uncertainties and potential U.S. tariffs.
Positive
Seeking Alpha
1 month ago
HYLD: A Fund Of Funds With Options
HYLD applies a covered call strategy to provide attractive monthly income to its unitholders. It is a Canadian ETF which trades both CAD hedged and unhedged units on TSX. We review and provide our rating for the hedged units today.
Positive
Seeking Alpha
2 months ago
XYLD: Extracting Income From S&P 500 Exposure
Global X S&P 500 Covered Call ETF offers a high dividend yield of 11.6% through an option strategy. Unlike newer peers, XYLD is time tested in different market conditions. XYLD's strategy involves writing at-the-money options, capping upside potential but generating consistent income, ideal for income investors. XYLD underperforms in strong bull markets but can outperform in flat or down trending markets, making it a good complement to traditional S&P 500 ETFs.
Positive
Seeking Alpha
2 months ago
My 9.5% Income Portfolio-Like Mosaic Tiles
Our investments, usually conceived and implemented gradually over time, are the pieces of a personal mosaic that form the whole of our assets. One solution for entering the financial markets can be Dollar-Cost Averaging (DCA), a form of investing a constant amount at regular intervals. However, initiating a plan to buy stocks according to the logic of DCA presupposes awareness of the fluctuations in financial markets and their psychological implications.
Positive
Seeking Alpha
2 months ago
JEPI: The Smarter Choice Over XYLD For High-Yield Income
XYLD offers high income with limited upside, while JEPI provides better capital preservation and stability through defensive stocks and ELNs. JEPI's negative correlation to the VIX makes it more volatile during market stress, whereas XYLD falls less due to index-wide option writing. Despite volatility, JEPI delivers higher monthly dividends, indicating superior active management during both market stress and calm periods.
Neutral
Zacks Investment Research
3 months ago
Play Defensive ETFs to Counter Stock Market Slump
Wall Street was in the red on Tuesday as strong economic data dampened chances of near-term Fed rate cuts. Defensive ETFs may help in this scenario.
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