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Upturn AI SWOT - About
Global X S&P 500® Tail Risk ETF (XTR)
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Upturn Advisory Summary
09/11/2025: XTR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 34.61% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 24.13 - 28.40 | Updated Date 06/29/2025 |
52 Weeks Range 24.13 - 28.40 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X S&P 500® Tail Risk ETF
ETF Overview
Overview
The Global X S&P 500u00ae Tail Risk ETF (XTAL) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Tail Risk Index. The fund uses options to hedge against potential downside risks in the S&P 500.
Reputation and Reliability
Global X is a well-known ETF provider with a reputation for innovative and specialized ETFs.
Management Expertise
Global X has a dedicated team with experience in managing various ETF strategies, including options-based strategies.
Investment Objective
Goal
Seeks to provide investment results that correspond generally to the price and yield performance of the S&P 500 Tail Risk Index.
Investment Approach and Strategy
Strategy: The ETF invests in options on the S&P 500 index to provide downside protection. It aims to limit losses during significant market declines.
Composition The ETF's composition primarily includes options contracts on the S&P 500, with a small allocation to cash or money market instruments.
Market Position
Market Share: Data not readily available to calculate specific market share.
Total Net Assets (AUM): 48483274
Competitors
Key Competitors
- VIXY
- UVXY
- SVXY
Competitive Landscape
The competitive landscape is dominated by volatility ETFs and hedging strategies. XTAL offers a tail risk hedging approach, while competitors like VIXY and UVXY focus on short-term volatility. XTAL's advantage lies in its specific tail risk focus, but it may underperform in stable or rising markets compared to broad market ETFs.
Financial Performance
Historical Performance: Historical performance data requires specific time frame analysis.
Benchmark Comparison: Benchmark comparison requires specific index data.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average daily trading volume of XTAL is relatively low.
Bid-Ask Spread
The bid-ask spread for XTAL can be wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic uncertainty, market volatility, and investor sentiment toward risk aversion all impact the demand for tail risk hedging strategies like XTAL.
Growth Trajectory
Growth trajectory depends on investor demand for downside protection and overall market volatility.
Moat and Competitive Advantages
Competitive Edge
XTAL's competitive advantage lies in its targeted approach to tail risk hedging, offering a specific tool for investors concerned about extreme market downturns. This focus differentiates it from broader hedging strategies and volatility ETFs. The ETF allows investors to obtain targeted exposure to tail risk without necessarily betting on short term volatility spikes. Global X's strong brand and expertise in innovative ETFs further support XTAL's position.
Risk Analysis
Volatility
XTAL's volatility is expected to be high during periods of market stress and lower during stable market conditions.
Market Risk
The primary market risk is the potential for losses if the S&P 500 does not experience a significant downturn. Option strategies also carry their own unique risks such as time decay.
Investor Profile
Ideal Investor Profile
XTAL is suitable for investors seeking to hedge their portfolio against potential market crashes and willing to accept the cost of insurance.
Market Risk
XTAL is best suited for long-term investors who want to protect their portfolios from black swan events or active traders looking to profit from market volatility.
Summary
The Global X S&P 500u00ae Tail Risk ETF (XTAL) provides a way for investors to hedge against significant market downturns by using options on the S&P 500. Its performance is tied to the occurrence of extreme market events, and it is likely to underperform in stable or rising markets. The ETF's expense ratio is relatively moderate, but its liquidity can be limited. It is best suited for investors seeking downside protection as part of a broader portfolio strategy or sophisticated traders experienced in options strategies. Due to its hedging nature it is not suited for a buy and hold investor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs Website
- ETF.com
- Yahoo Finance
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. Market share data is based on publicly available information and may not be fully accurate.
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® Tail Risk 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 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 a protective put strategy (i.e. long (purchased) put options) on the S&P 500® Index. The adviser expects that the correlation between the fund's performance and that of the underlying index, before fees and expenses, will exceed 95%.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.