Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - 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
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/13/2025: 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 37.16% | Avg. Invested days 75 | 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 11/13/2025 |
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 to the performance, before fees and expenses, of the S&P 500 Tail Risk Index. It focuses on mitigating potential losses during significant market downturns by tracking an index designed to measure the performance of strategies that provide protection against tail risk.
Reputation and Reliability
Global X is a well-regarded ETF issuer known for its thematic and alternative investment strategies.
Management Expertise
Global X has a team of experienced professionals specializing in index tracking and alternative investment strategies.
Investment Objective
Goal
To provide investment results that correspond to the performance of the S&P 500 Tail Risk Index, before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P 500 Tail Risk Index, which aims to hedge against tail risk events in the S&P 500.
Composition The ETF holds a combination of call and put options on the S&P 500 index to provide tail risk protection.
Market Position
Market Share: XTAL holds a small market share within the tail risk hedging ETF segment.
Total Net Assets (AUM): 19700000
Competitors
Key Competitors
- Cambria Tail Risk ETF (TAIL)
- Simplify US Equity PLUS Downside Convexity ETF (SPD)
- AGF U.S. Market Neutral Anti-Beta ETF (BTAL)
Competitive Landscape
The tail risk ETF market is relatively niche, with a few key players dominating. XTAL offers exposure to the S&P 500 tail risk strategy but has a smaller AUM compared to TAIL. SPD uses options for downside protection, and BTAL aims for market neutrality.
Financial Performance
Historical Performance: Historical performance is volatile and dependent on market conditions; tail risk strategies tend to underperform during bull markets and outperform during bear markets.
Benchmark Comparison: The ETF's performance should be compared to the S&P 500 Tail Risk Index and other tail risk hedging strategies.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which can affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Market volatility, interest rates, and economic uncertainty can significantly impact the ETF's performance.
Growth Trajectory
The growth trajectory depends on investor demand for tail risk hedging products during periods of market instability.
Moat and Competitive Advantages
Competitive Edge
XTAL provides focused exposure to a specific tail risk hedging strategy based on the S&P 500, making it a useful tool for investors seeking targeted downside protection. It benefits from Global X's established brand and expertise in thematic ETFs. Its main advantage is its simplicity in tracking the S&P 500 Tail Risk Index. However, it faces competition from ETFs with larger AUM and potentially lower costs.
Risk Analysis
Volatility
The ETF experiences high volatility due to the nature of tail risk hedging strategies.
Market Risk
The ETF is exposed to market risk, particularly during periods of significant market decline.
Investor Profile
Ideal Investor Profile
The ideal investor is someone looking to hedge against potential market crashes and willing to accept potential underperformance during bull markets.
Market Risk
The ETF is suitable for long-term investors seeking to protect their portfolio from severe market downturns or active traders who try to time the market.
Summary
Global X S&P 500 Tail Risk ETF aims to protect investors from significant market downturns by tracking the S&P 500 Tail Risk Index. This ETF uses options to mitigate losses in bear markets but typically underperforms when the market is bullish. The ETF is appropriate for investors seeking downside protection in their portfolio and have risk tolerance for volatility. It is crucial to consider the fund's expense ratio and liquidity before investing. This ETF is a tactical tool to manage risk rather than a core holding.
Similar ETFs
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 investment advice. Investors should conduct their own due diligence 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® 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.