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Global X S&P 500® Collar 95-110 ETF (XCLR)



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Upturn Advisory Summary
08/14/2025: XCLR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 33.17% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 of the Cboe S&P 500 95-110 Collar Index. The fund employs a collar strategy using options to protect against market declines while limiting upside potential. It focuses on large-cap US equities within the S&P 500.
Reputation and Reliability
Global X is a well-established ETF provider known for its innovative and thematic ETF offerings. They are generally considered reliable with a solid track record.
Management Expertise
Global X has a dedicated team of investment professionals with experience in options strategies and ETF management.
Investment Objective
Goal
The primary goal of XCLR is to provide buffered exposure to the S&P 500, limiting downside risk while capping potential gains.
Investment Approach and Strategy
Strategy: XCLR aims to track the Cboe S&P 500 95-110 Collar Index, employing a collar strategy using options on the S&P 500.
Composition The ETF primarily holds call and put options on the S&P 500, aiming to provide buffered exposure to the underlying index.
Market Position
Market Share: XCLR's market share is relatively small compared to broad-market S&P 500 ETFs.
Total Net Assets (AUM): 43800000
Competitors
Key Competitors
- SPY (SPDR S&P 500 ETF Trust)
- IVV (iShares CORE S&P 500 ETF)
- VOO (Vanguard S&P 500 ETF)
Competitive Landscape
The ETF industry is very competitive, with many low-cost broad market ETFs dominating. XCLR differentiates itself by offering a buffered exposure strategy, potentially limiting downside risk but also capping upside gains, which appeals to investors seeking risk mitigation rather than maximal returns. This focused approach is both its advantage and disadvantage, attracting a specific niche of investors.
Financial Performance
Historical Performance: Historical performance will vary based on market conditions. Given its collar strategy, XCLR's performance will differ significantly from the S&P 500 during periods of strong market gains or sharp declines.
Benchmark Comparison: The benchmark is the Cboe S&P 500 95-110 Collar Index. XCLR will aim to closely track this benchmark's performance, but deviations can occur due to tracking error and fund expenses.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
XCLR's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically moderate, reflecting the fund's liquidity and trading activity.
Market Dynamics
Market Environment Factors
XCLR's performance is influenced by S&P 500 performance, interest rates, and volatility expectations. Periods of high market volatility and uncertainty tend to favor buffered strategies.
Growth Trajectory
The growth trajectory is tied to investor demand for downside protection and buffered equity strategies. Its focused strategy limits its appeal to a specific investor base.
Moat and Competitive Advantages
Competitive Edge
XCLR's competitive advantage lies in its options-based collar strategy, providing downside protection. This offers investors a different risk/reward profile than traditional S&P 500 index funds, as it reduces the potential for significant losses while also limiting upside. The fund caters to investors who are prioritizing capital preservation and seeking a more conservative approach to S&P 500 exposure. This sets it apart in a market saturated with broad market index funds.
Risk Analysis
Volatility
XCLR's volatility is generally lower than the S&P 500 during periods of market decline due to its downside protection, but it also experiences lower returns during bull markets.
Market Risk
The ETF is subject to market risk, particularly the risk that the S&P 500 declines. Option-related risks are present, including the potential for mispricing or unexpected volatility changes.
Investor Profile
Ideal Investor Profile
The ideal investor for XCLR is one seeking downside protection and willing to forgo some upside potential to achieve it. This includes risk-averse investors, retirees, or those nearing retirement.
Market Risk
XCLR is best suited for long-term investors seeking a conservative approach to S&P 500 exposure.
Summary
XCLR offers buffered exposure to the S&P 500 through an options-based collar strategy, limiting downside risk while capping potential gains. Its appeal lies in providing downside protection for risk-averse investors. While the fund mitigates losses during market downturns, it also sacrifices potential upside during bull markets. It is most suitable for long-term investors who prioritize capital preservation. With its collar strategy, XCLR differentiates itself from traditional S&P 500 index funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- Cboe website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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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