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XYLD - ETF AI Analysis
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Global X S&P 500 Covered Call ETF (XYLD)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several top positions, such as Nvidia, Microsoft, and Broadcom, have delivered strong year-to-date performance, supporting the ETF's returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Consumer Cyclical, reducing reliance on any single industry.
Steady Asset Base
The fund has a substantial amount of assets under management, indicating investor confidence and stability.
Negative Factors
High Technology Exposure
With nearly 37% of the portfolio in Technology, the ETF is heavily reliant on the performance of this sector.
Negative Year-to-Date Performance
The ETF has posted a negative year-to-date return, which may concern investors looking for consistent growth.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
XYLD vs. SPDR S&P 500 ETF (SPY)
AUM3.05B
RegionNorth America
Expense Ratio0.60%
Beta0.54
IssuerGlobal X
Inception DateJun 24, 2013
Dividend Yield12.7%
Asset ClassEquity
Index TrackedCboe S&P 500 BuyWrite Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume653,647
30 Day Avg. Volume879,331
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
47.05Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering504
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XYLD Summary
The Global X S&P 500 Covered Call ETF (XYLD) is an investment fund that follows the Cboe S&P 500 BuyWrite Index, focusing on large, well-established companies in the S&P 500. It includes major names like Nvidia and Microsoft, and uses a covered call strategy to generate extra income for investors. This ETF could be a good choice for someone looking for steady income combined with exposure to top U.S. companies. However, new investors should know that its performance is tied to the overall stock market, meaning it can go up or down depending on market conditions.
How much will it cost me?The Global X S&P 500 Covered Call ETF (XYLD) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because XYLD is actively managed and uses a covered call strategy to generate income, which involves more complex management compared to passively managed ETFs.
What would affect this ETF?The XYLD ETF, which focuses on large-cap U.S. companies and employs a covered call strategy, could benefit from strong performance in the technology sector, which makes up a significant portion of its holdings, as well as continued growth from top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting equity valuations, or if regulatory changes affect major tech firms. Broader economic conditions, such as a slowdown in consumer spending or financial sector instability, could also negatively impact the ETF's performance.
XYLD Top 10 Holdings
The Global X S&P 500 Covered Call ETF (XYLD) leans heavily into technology, with names like Nvidia and Apple driving much of the fund’s performance. Nvidia’s long-term growth in AI and data centers is promising, but recent momentum has cooled, while Apple’s steady rise reflects strong demand for its services. Alphabet stands out as a bright spot, with its AI and cloud investments boosting returns. On the flip side, Microsoft and Meta have been lagging, tempering the fund’s tech-heavy tilt. With its U.S.-focused portfolio, XYLD offers exposure to market leaders but remains vulnerable to sector-specific swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.87% | $239.94M | $4.46T | 26.42% | 76 Outperform | |
| Apple | 7.58% | $230.90M | $4.15T | 15.50% | 79 Outperform | |
| Microsoft | 6.38% | $194.44M | $3.57T | 8.63% | 73 Outperform | |
| Amazon | 4.05% | $123.49M | $2.45T | 3.88% | 71 Outperform | |
| Alphabet Class A | 3.34% | $101.81M | $3.84T | 83.98% | 80 Outperform | |
| Broadcom | 3.22% | $98.03M | $1.80T | 123.52% | 76 Outperform | |
| Alphabet Class C | 2.69% | $81.99M | $3.84T | 82.66% | 82 Outperform | |
| Meta Platforms | 2.49% | $75.97M | $1.67T | 8.64% | 78 Outperform | |
| Tesla | 2.25% | $68.65M | $1.51T | 23.02% | 73 Outperform | |
| Berkshire Hathaway B | 1.66% | $50.57M | $1.09T | 6.94% | 66 Neutral |
XYLD Technical Analysis
Positive
―
Price Trends
39.29
Positive
38.55
Positive
37.55
Positive
Market Momentum
0.32
Negative
73.34
Negative
99.12
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XYLD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.83, equal to the 50-day MA of 39.29, and equal to the 200-day MA of 37.55, indicating a bullish trend. The MACD of 0.32 indicates Negative momentum. The RSI at 73.34 is Negative, neither overbought nor oversold. The STOCH value of 99.12 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XYLD.
XYLD Peer Comparison
Comparison Results
Performance Comparison
XYLD
Global X S&P 500 Covered Call ETF
40.42
3.20
8.60%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
―
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FTCS
First Trust Capital Strength ETF
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―
―
QYLD
Global X NASDAQ 100 Covered Call ETF
―
―
―
PBP
Invesco S&P 500 BuyWrite ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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