Morningstar Rating™ - Overall rating out of 142 Equity Hedged funds, based on risk-adjusted returns as of 03/31/2025
Reasons to Consider XCLR
Growth Potential
XCLR enables investors to participate in the growth of the S&P 500, up to approximately 10% from the selling of the call to the options' expiration in three months.
Manage Risk
XCLR’s collar strategy aims to lessen drawdowns to approximately -5% from the purchase of the put to the options’ expiration in three months.
Efficient Options Execution
XCLR buys put options and sells call options on the S&P 500, saving investors the time and potential expense of doing so individually.
Key Information
ETF Summary
The Global X S&P 500 Collar 95-110 ETF (XCLR) employs a collar strategy for investors seeking range-bound equity returns. XCLR seeks to achieve this outcome by owning the stocks in the S&P 500 Index (SPX), while buying 5% out-of-the-money (OTM) put options1 on SPX, and selling 10% OTM call options on the same index.
ETF Objective
The Global X S&P 500 Collar 95-110 ETF (XCLR) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 3-Month Collar 95-110 Index.
Trading Details
Distributions
ETF Prices
NAV
Daily Change
Market Price
Daily Change
Performance History
Fund NAV
Market Price
Index
Options Details
Top Holdings
Net Assets (%)
Ticker
Name
SEDOL
Shares Held
Market Value
ETF Characteristics
As of Apr 29 2025
Return on Equity
20.00%
Weighted Avg. Market Cap
891,482 M
2024
2025
Price-to-earnings
22.46
19.89
Price-to-book value
4.27
3.71
ETF Risk Stats
As of Mar 31 2025
VERSUS
BETA
S&P 500
0.68
NASDAQ-100
0.48
MSCI EAFE
0.55
MSCI Emg. Mkts
0.45
Standard Deviation
15.70%
ETF Research
Enhancing Retirement Portfolios with Global X’s Options Strategies
Managing Event-Driven Risk: Alternatives to 0DTE Options
The Case for Collar ETFs as a Core Portfolio Allocation
