ETFs › XCLR

Global X S&P 500 Collar 95-110 ETF (XCLR)

options-strategy sp-500 risk-managed monthly-dividends

This ETF offers a sophisticated risk management strategy for S&P 500 exposure. It implements a collar strategy, simultaneously buying protective put options and selling covered call options on the index. This approach aims to provide a degree of downside protection while still allowing for some upside potential, potentially offering a smoother return profile than a traditional index fund.

Key Info

AUM $20.28M
Expense Ratio 0.60%
Inception Date February 4, 2022
Distribution Frequency Monthly
Weighting Method Modified Market Cap
Number of Holdings 507
Tracking Index Cboe S&P 500 95-110 Collar Index

See Also

XRMI XYLD PUTW

Last updated: September 10, 2024