XYLD ETF Analysis: SP500 Covered Call | NYSE

Derivative Income | NYSE, USA | Market Cap: 3.221m USD | 12M Return: 16.6% | Charts, Fundamentals & Technical Analysis

US Equities, Covered Calls, Index Options, Income Generation
Total Rating 66
Safety 61
Buy Signal 0.04
Derivative Income
Category Rotation: -1.5
TER: 0.60%
AUM: 3.22B
Avg Turnover: 34.3M
Risk 3d forecast
Volatility6.54%
VaR 5th Pctl1.14%
VaR vs Median-2.59%
Reward TTM
Sharpe Ratio1.64
Rel. Str. IBD49.5
Rel. Str. Peer Group60.6
Character TTM
Beta0.524
Beta Downside0.561
Hurst Exponent0.462
Drawdowns 3y
Max DD15.53%
CAGR/Max DD0.73
CAGR/Mean DD6.32

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.3% 26
Feb -0.4% 14
Mar -0.3% 0
Apr +0.2% 0
May -0.0% 2
Jun +0.0% 2
Jul +0.1% 16
Aug +0.0% 8
Sep -1.4% 48
Oct -0.0% 5
Nov +0.9% 35
Dec +0.3% 26

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XYLD SP500 Covered Call

The Global X S&P 500 Covered Call ETF (XYLD) is a fund that invests at least 80% of its total assets in securities tied to the Cboe S&P 500 BuyWrite Index, or in instruments with similar economic characteristics. The fund follows a covered call strategy, which involves holding S&P 500 stocks while writing (selling) call options on the index to generate income from option premiums. Classified as a Derivative Income ETF, XYLD is designed to provide investors with income generation through options premiums, typically at the cost of capping some upside participation in the underlying equities.

Headlines to Watch Out For
  • VIX volatility spikes boost option premium income
  • S&P 500 sideways markets cap upside for covered call strategy
  • Rising competition from JEPI and JEPQ pressures yield differentiation
What is the price of XYLD shares?

As of July 28, 2026, the stock is trading at USD 40.79 with a total of 793,917 shares traded. Over the past week, the price has changed by +0.05%, over one month by +1.48%, over three months by +4.52% and over the past year by +16.60%.

Current recommended Stop Loss: 40.40 (which is 1% or 1.6 ATR below the current price).

Is XYLD a buy, sell or hold?

SP500 Covered Call has no consensus analysts rating.