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Global X S&P 500® Collar 95-110 ETF (XCLR)
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Upturn Advisory Summary
12/04/2025: XCLR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 35.77% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.61 | 52 Weeks Range 25.04 - 28.69 | Updated Date 06/29/2025 |
52 Weeks Range 25.04 - 28.69 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X S&P 500® Collar 95-110 ETF
ETF Overview
Overview
The Global X S&P 500 Collar 95-110 ETF (XCLR) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 95-110 Collar Index. It aims to generate income and limit downside risk through a collar strategy on the S&P 500 index.
Reputation and Reliability
Global X is a well-established ETF provider known for its innovative and thematic ETFs. They have a generally positive reputation.
Management Expertise
Global X has a team of experienced professionals managing their ETFs, with expertise in options strategies and index tracking.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 95-110 Collar Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, seeking to replicate the Cboe S&P 500 95-110 Collar Index, which implements a collar strategy on the S&P 500.
Composition The ETF's assets consist primarily of investments designed to track the underlying index, including options contracts and potentially S&P 500 stocks.
Market Position
Market Share: Data Unavailable.
Total Net Assets (AUM): 13480000
Competitors
Key Competitors
- QQQX
- FEPI
- JHSC
Competitive Landscape
The competitive landscape consists of ETFs that use options strategies for income or downside protection. XCLR offers a specific collar strategy within a defined range. Competitors may offer different strategies, which could give it a disadvantage in terms of popularity and AUM.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: The ETF should be compared to the Cboe S&P 500 95-110 Collar Index to gauge its tracking efficiency.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume can vary but it's usually low, indicating relatively low liquidity.
Bid-Ask Spread
The bid-ask spread also is usually elevated, reflecting the ETF's low liquidity which can increase the cost of trading.
Market Dynamics
Market Environment Factors
Economic conditions, market volatility, and interest rate movements all influence the performance of the S&P 500 and the effectiveness of the collar strategy.
Growth Trajectory
The ETF's growth depends on investor demand for downside protection and income generation strategies.
Moat and Competitive Advantages
Competitive Edge
XCLR offers a defined collar strategy on the S&P 500, providing a transparent approach to risk management and income generation. This allows investors to capture the range-bound S&P 500 volatility to earn some profits. It is designed to limit potential losses and capture some upside, although it forgoes potential gains beyond the cap. The ETF's relatively low expense ratio (for its strategy) may also give it a small edge, although limited trading volume can be a drawback for larger investors.
Risk Analysis
Volatility
The ETF's volatility should be lower than the S&P 500 due to the collar strategy, but it still carries market risk.
Market Risk
The ETF is subject to market risk associated with the S&P 500, as well as risks associated with options trading.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeks income, and wants to limit downside exposure to the S&P 500.
Market Risk
It is suitable for long-term investors seeking a more conservative approach to S&P 500 exposure.
Summary
The Global X S&P 500 Collar 95-110 ETF offers a unique strategy for investors seeking income and downside protection on their S&P 500 exposure. By employing a collar strategy, the ETF seeks to limit losses within a defined range while still participating in some upside. However, potential gains above the collar are forgone. The ETF's success is linked to the market's behavior and the effective implementation of its options strategy, combined with its low liquidity this might not be a suitable investment for all investors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- Cboe website
- Financial data providers
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Consult with a qualified financial advisor before making any investment decisions. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X S&P 500® Collar 95-110 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.e., a mix of short (sold) call options and long (purchased) put options) on the S&P 500® Index.
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