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® Covered Call & Growth ETF (XYLG)
- 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
08/14/2025: XYLG (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.
Analysis of Past Performance
Type ETF | Historic Profit 29.93% | Avg. Invested days 78 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.75 | 52 Weeks Range 22.63 - 28.19 | Updated Date 06/30/2025 |
52 Weeks Range 22.63 - 28.19 | Updated Date 06/30/2025 |
Upturn AI SWOT
Global X S&P 500® Covered Call & Growth ETF
ETF Overview
Overview
The Global X S&P 500u00ae Covered Call & Growth ETF (XYLG) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 Covered Call & Growth Index. It focuses on large-cap U.S. equities and employs a covered call strategy to generate income, while also participating in potential capital appreciation.
Reputation and Reliability
Global X is a well-established ETF provider known for its innovative and thematic ETFs.
Management Expertise
Global X has a dedicated team of investment professionals with experience in managing various ETF strategies, including covered call strategies.
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 Covered Call & Growth Index.
Investment Approach and Strategy
Strategy: XYLG aims to replicate the Cboe S&P 500 Covered Call & Growth Index, which combines a covered call strategy on the S&P 500 with a growth component.
Composition The ETF primarily holds stocks from the S&P 500 index. It generates income by writing call options on a portion of its portfolio.
Market Position
Market Share: XYLG's market share is growing within the covered call ETF segment.
Total Net Assets (AUM): 1574000000
Competitors
Key Competitors
- JPMorgan Equity Premium Income ETF (JEPI)
- Nationwide Risk-Managed Income ETF (NUSI)
- Amplify CWP Enhanced Dividend Income ETF (DIVO)
Competitive Landscape
The covered call ETF market is competitive with several players offering variations on the strategy. XYLG's advantage lies in its growth component alongside income generation. A disadvantage is the potential for lower income compared to pure covered call ETFs like JEPI, and potentially lower growth than ETFs that don't employ a covered call strategy.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers; returns fluctuate with market conditions and covered call premiums.
Benchmark Comparison: The ETF's performance should be compared to the Cboe S&P 500 Covered Call & Growth Index to assess tracking effectiveness.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
XYLG has a solid average trading volume which facilitates trading efficiency for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting healthy liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and equity market volatility significantly influence XYLG's performance. Higher volatility generally leads to higher option premiums, increasing income.
Growth Trajectory
XYLG's growth is tied to the performance of the S&P 500 and the attractiveness of covered call strategies in varying market conditions. Potential strategy changes would be publicly disclosed by Global X.
Moat and Competitive Advantages
Competitive Edge
XYLG's competitive advantage is its combination of covered call income generation with S&P 500 growth potential. This dual approach attracts investors seeking both income and capital appreciation. The ETF's methodology is based on a published index, offering transparency. Global X's established reputation as an innovative ETF provider further strengthens its position.
Risk Analysis
Volatility
XYLG's volatility is influenced by the S&P 500's volatility and the covered call strategy's dampening effect. The covered call strategy can reduce volatility relative to a pure S&P 500 investment.
Market Risk
XYLG is subject to market risk associated with the S&P 500. Covered call strategies can limit upside potential in strong bull markets.
Investor Profile
Ideal Investor Profile
The ideal investor for XYLG is someone seeking a blend of income and growth, with a moderate risk tolerance. This investor is comfortable with potentially lower upside in exchange for income generation.
Market Risk
XYLG may be suitable for long-term investors and those seeking to enhance portfolio income. It might not be ideal for aggressive growth investors.
Summary
Global X S&P 500u00ae Covered Call & Growth ETF (XYLG) offers a compelling investment strategy that combines income generation through covered calls with the growth potential of the S&P 500. Its innovative approach is based on the Cboe S&P 500 Covered Call & Growth Index. Investors seeking a balance between income and capital appreciation with moderate risk tolerance may find XYLG a suitable investment. However, it is important to consider that the covered call strategy can limit upside potential in rapidly rising markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs Website
- Cboe Website
- Financial News Providers (e.g., Bloomberg, Reuters)
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions 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® Covered Call & Growth 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 theoretical portfolio that holds a portfolio of the stocks included in the S&P 500® Index (the reference index), and writes (or sells) a succession of one-month at-the-money covered call options on the reference index. It generally will use a replication strategy.
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.