Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Global X S&P 500® Tail Risk ETF (XTR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/30/2025: XTR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 27.21% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 500 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 aims to mitigate potential tail risk associated with significant market downturns by investing in a portfolio of options designed to profit from extreme market declines.
Reputation and Reliability
Global X ETFs is a well-known ETF provider with a reputation for offering innovative and specialized investment solutions.
Management Expertise
Global X has a team of experienced professionals in ETF management and product development, specializing in thematic and alternative investment strategies.
Investment Objective
Goal
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.
Investment Approach and Strategy
Strategy: The ETF uses a rules-based strategy to provide exposure to tail risk by investing in a portfolio of exchange-listed options.
Composition The ETF primarily holds options contracts designed to increase in value during periods of market stress. It does not directly hold stocks or bonds.
Market Position
Market Share: XTAL's market share in the tail risk hedging ETF sector is moderate, depending on the availability and popularity of similar products.
Total Net Assets (AUM): 25000000
Competitors
Key Competitors
- VIXY
- UVXY
- SVXY
Competitive Landscape
The tail risk hedging ETF industry is competitive, with several funds offering different strategies and exposures. XTAL distinguishes itself with its focus on S&P 500 tail risk index while competitors focus on VIX futures. XTAL advantages include its tail risk focus; Disadvantages include its cost compared to less specific hedges.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Data needed from specific period.
Benchmark Comparison: XTAL aims to track the S&P 500 Tail Risk Index, which itself may underperform the S&P 500 during bull markets.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume is dependent on market conditions and investor interest and varies greatly.
Bid-Ask Spread
The bid-ask spread is variable, depending on trading volume and market volatility.
Market Dynamics
Market Environment Factors
Economic uncertainty, geopolitical events, and changes in market volatility influence the performance of XTAL.
Growth Trajectory
Growth is linked to investor demand for downside protection, which rises during periods of economic concern.
Moat and Competitive Advantages
Competitive Edge
XTAL offers a targeted approach to tail risk hedging by focusing specifically on the S&P 500. Its strategy utilizes options to provide protection against significant market declines. This targeted approach allows investors to hedge against specific risks associated with the S&P 500. It may be less costly than broad market hedging during stable periods.
Risk Analysis
Volatility
XTAL experiences high volatility due to the nature of options and its focus on tail risk events.
Market Risk
The primary risk is that the ETF may underperform during periods of market stability or when tail risk events do not materialize.
Investor Profile
Ideal Investor Profile
Investors seeking to hedge against potential market crashes or significant declines in the S&P 500, and sophisticated investors who understand options strategies are ideal investors.
Market Risk
XTAL is best suited for active traders or investors seeking short-term downside protection, not for passive long-term investors.
Summary
Global X S&P 500 Tail Risk ETF (XTAL) aims to provide investors with downside protection against significant market declines in the S&P 500. It does so by investing in options contracts designed to increase in value during periods of extreme market stress. Due to its use of options, it is highly volatile and not suited for long-term investors. Its performance is dependent on the occurrence of tail risk events, so it will underperform during periods of market stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Past performance is not indicative of future results. Market share estimations are based on available data and are 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® 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.