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XYLG - ETF AI Analysis
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Global X S&P 500 Covered Call & Growth ETF (XYLG)
Rating:74Outperform
Price Target:―
Positive Factors
Blue-Chip Growth Holdings
The ETF holds many well-known large U.S. companies in technology and other major sectors, which can provide solid long-term growth potential.
Broad Sector Diversification
Exposure across many sectors, including technology, financials, health care, and consumer companies, helps reduce the impact if one industry struggles.
Moderate Expense Ratio
The fund’s fee is moderate for a specialized strategy ETF, so it does not take an unusually large bite out of investor returns.
Negative Factors
Recent Weak Short-Term Performance
The ETF has shown weak returns over the past month and three months, which may concern investors focused on near-term results.
Heavy Concentration in Technology and a Few Stocks
A large portion of the portfolio is in technology and a small group of big names, increasing the risk if those companies or that sector fall out of favor.
Very High U.S. Market Exposure
Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market underperforms.
XYLG vs. SPDR S&P 500 ETF (SPY)
AUM65.22M
RegionNorth America
Expense Ratio0.35%
Beta0.82
IssuerGlobal X
Inception DateSep 18, 2020
Dividend Yield13.96%
Asset ClassEquity
Index TrackedCboe S&P 500 Half BuyWrite Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,577
30 Day Avg. Volume34,498
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
33.15Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering503
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XYLG Summary
XYLG is an ETF that follows the Cboe S&P 500 Half BuyWrite Index, giving you exposure to many of the largest U.S. companies while also aiming to pay extra income. It mainly holds big, well-known names from the S&P 500, including Apple and Microsoft, across sectors like technology, finance, and healthcare. The fund tries to combine growth potential from these leading companies with added income by selling options on part of the portfolio. A key risk is that returns can still go up and down with the stock market and may lag in strong bull markets.
How much will it cost me?The Global X S&P 500 Covered Call & Growth ETF (XYLG) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an active strategy to generate income through covered calls, which requires more management compared to passive index funds.
What would affect this ETF?The XYLG ETF could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting the broader stock market, or if regulatory changes affect major tech firms. Additionally, economic slowdowns in the U.S., where the fund is focused, could negatively influence its performance.
XYLG Top 10 Holdings
XYLG is riding on the shoulders of U.S. Big Tech, with Nvidia and Apple doing much of the heavy lifting as their shares keep climbing on the back of AI and services growth. Alphabet and Meta are also adding some spark, with generally rising trends despite occasional bumps. On the flip side, Microsoft and Amazon have been losing a bit of steam lately, acting as mild brakes on the fund. With all its top names rooted in U.S. mega-cap tech and communication services, this ETF is firmly tied to the fate of America’s digital giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.89% | $5.10M | $4.57T | 51.27% | 76 Outperform | |
| Apple | 6.69% | $4.32M | $3.88T | 7.75% | 79 Outperform | |
| Microsoft | 5.05% | $3.26M | $2.97T | -2.24% | 79 Outperform | |
| Amazon | 3.50% | $2.26M | $2.20T | -3.54% | 71 Outperform | |
| Alphabet Class A | 3.13% | $2.03M | $3.67T | 77.57% | 85 Outperform | |
| Broadcom | 2.69% | $1.74M | $1.58T | 58.87% | 76 Outperform | |
| Alphabet Class C | 2.50% | $1.62M | $3.67T | 72.02% | 82 Outperform | |
| Meta Platforms | 2.44% | $1.58M | $1.63T | -3.08% | 76 Outperform | |
| Tesla | 1.98% | $1.28M | $1.54T | 32.04% | 73 Outperform | |
| Berkshire Hathaway B | 1.56% | $1.01M | $1.08T | -1.15% | 66 Neutral |
XYLG Technical Analysis
Positive
―
Price Trends
27.44
Positive
26.99
Positive
25.89
Positive
Market Momentum
0.01
Positive
51.83
Neutral
50.86
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XYLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.54, equal to the 50-day MA of 27.44, and equal to the 200-day MA of 25.89, indicating a bullish trend. The MACD of 0.01 indicates Positive momentum. The RSI at 51.83 is Neutral, neither overbought nor oversold. The STOCH value of 50.86 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XYLG.
XYLG Peer Comparison
Comparison Results
Performance Comparison
XYLG
Global X S&P 500 Covered Call & Growth ETF
27.55
3.07
12.54%
ALTL
Pacer Lunt Large Cap Alternator ETF
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UPSD
Aptus Large Cap Upside ETF
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LVDS
JPMorgan Fundamental Data Science Large Value ETF
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RWLC
Rayliant Quantitative Developed Market Equity ETF
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ACEP
ARS Core Equity Portfolio 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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