XYLD ETF Analysis: SP500 Covered Call | NYSE

Derivative Income | NYSE, USA | Market Cap: 3.165m USD | 12M Return: 15.2% | Charts, Fundamentals & Technical Analysis

XYLD: Equity, Call Options, Index Tracking, Income Generation
Total Rating 58
Safety 58
Buy Signal 0.32
Derivative Income
Category Rotation: -9.2
TER: 0.60%
AUM: 3.16B
Avg Turnover: 30.8M
Risk 3d forecast
Volatility6.02%
VaR 5th Pctl1.06%
VaR vs Median-2.29%
Reward TTM
Sharpe Ratio1.59
Rel. Str. IBD42.6
Rel. Str. Peer Group31.4
Character TTM
Beta0.522
Beta Downside0.560
Hurst Exponent0.434
Drawdowns 3y
Max DD15.53%
CAGR/Max DD0.72
CAGR/Mean DD6.27

Warnings

No concerns identified

Tailwinds

Avwap Ph Week

Seasonality 10.5 years of data

Jan +0.3% 11
Feb -0.2% 4
Mar +0.2% 2
Apr -0.3% 5
May -0.1% 6
Jun +0.0% 0
Jul +0.1% 4
Aug -0.7% 11
Sep -1.1% 33
Oct -1.1% 17
Nov +0.8% 21
Dec +0.2% 21

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: 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 June 30, 2026, the stock is trading at USD 40.60 with a total of 819,761 shares traded. Over the past week, the price has changed by -0.95%, over one month by +0.05%, over three months by +6.57% and over the past year by +15.19%.

Current recommended Stop Loss: 40.00 (which is 1.5% or 2 ATR below the current price).

Is XYLD a buy, sell or hold?

SP500 Covered Call has no consensus analysts rating.