XPAY ETF Analysis: Roundhill SP500 Target 20 | NYSE

Derivative Income | NYSE, USA | Market Cap: 159m USD | 12M Return: 20.2% | Charts, Fundamentals & Technical Analysis

Options, Derivatives, Income Distribution, Equity Index
Total Rating 52
Safety 49
Buy Signal -0.22
Derivative Income
Category Rotation: -9.2
AUM: 159M
Avg Turnover: 3.80M
Risk 3d forecast
Volatility15.7%
VaR 5th Pctl2.91%
VaR vs Median3.03%
Reward TTM
Sharpe Ratio1.28
Rel. Str. IBD51
Rel. Str. Peer Group60.2
Character TTM
Beta0.975
Beta Downside0.969
Hurst Exponent0.482
Drawdowns 3y
Max DD18.20%
CAGR/Max DD0.99
CAGR/Mean DD7.65

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 1.6 years of data

Jan +0.9% 30
Feb -2.3% 23
Mar -6.7% 40
Apr +3.7% 8
May +4.7% 44
Jun -0.1% 1
Jul +0.3% -
Aug -0.2% -
Sep +1.6% -
Oct +0.2% -
Nov +1.1% 5
Dec -3.0% 28

Average return per month, with how dependable it is below — did the month move the same way every year (high) or randomly (low). Above 60 is a pattern worth trusting; under 40 is noise.

Description: XPAY Roundhill SP500 Target 20

XPAY is a Derivative Income ETF that invests at least 80% of its net assets in SPY FLEX Options under normal market conditions. The fund is classified as non-diversified, meaning it concentrates its holdings in a narrower set of positions than diversified funds.

The funds strategy centers on options-based income generation using FLEX Options on SPY, which are exchange-traded options contracts with customizable terms (such as expiration dates and strike prices) that allow the fund to tailor its exposure to the S&P 500. As a relatively new product launched in late 2024, XPAY targets investors seeking managed distributions derived from options premiums rather than direct equity holdings.

Headlines to Watch Out For
  • S&P 500 volatility drives covered call premium income
  • Yield competition intensifies from JEPI and JEPQ income ETFs
  • AUM inflows expand fee-based revenue as fund scales
What is the price of XPAY shares?

As of June 30, 2026, the stock is trading at USD 53.03 with a total of 56,400 shares traded. Over the past week, the price has changed by -2.19%, over one month by -2.52%, over three months by +13.55% and over the past year by +20.22%.

Current recommended Stop Loss: 52.00 (which is 1.9% or 1.4 ATR below the current price).

Is XPAY a buy, sell or hold?

Roundhill SP500 Target 20 has no consensus analysts rating.