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^XSP vs. XYLD
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^XSP and XYLD is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

^XSP vs. XYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P 500 Mini-SPX Options Index (^XSP) and Global X S&P 500 Covered Call ETF (XYLD). The values are adjusted to include any dividend payments, if applicable.

20.00%30.00%40.00%50.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
52.00%
35.35%
^XSP
XYLD

Key characteristics

Sharpe Ratio

^XSP:

2.10

XYLD:

2.88

Sortino Ratio

^XSP:

2.80

XYLD:

3.99

Omega Ratio

^XSP:

1.39

XYLD:

1.77

Calmar Ratio

^XSP:

3.09

XYLD:

3.94

Martin Ratio

^XSP:

13.49

XYLD:

25.87

Ulcer Index

^XSP:

1.94%

XYLD:

0.79%

Daily Std Dev

^XSP:

12.52%

XYLD:

7.09%

Max Drawdown

^XSP:

-25.43%

XYLD:

-33.46%

Current Drawdown

^XSP:

-2.62%

XYLD:

0.00%

Returns By Period

In the year-to-date period, ^XSP achieves a 24.34% return, which is significantly higher than XYLD's 19.26% return.


^XSP

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

N/A

10Y*

N/A

XYLD

YTD

19.26%

1M

2.75%

6M

11.45%

1Y

19.65%

5Y*

6.78%

10Y*

7.07%

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Risk-Adjusted Performance

^XSP vs. XYLD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 500 Mini-SPX Options Index (^XSP) and Global X S&P 500 Covered Call ETF (XYLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for ^XSP, currently valued at 2.10, compared to the broader market0.001.002.002.102.88
The chart of Sortino ratio for ^XSP, currently valued at 2.80, compared to the broader market-1.000.001.002.003.002.803.99
The chart of Omega ratio for ^XSP, currently valued at 1.39, compared to the broader market0.901.001.101.201.301.401.391.77
The chart of Calmar ratio for ^XSP, currently valued at 3.09, compared to the broader market0.001.002.003.003.093.94
The chart of Martin ratio for ^XSP, currently valued at 13.49, compared to the broader market0.005.0010.0015.0020.0013.4925.87
^XSP
XYLD

The current ^XSP Sharpe Ratio is 2.10, which is comparable to the XYLD Sharpe Ratio of 2.88. The chart below compares the historical Sharpe Ratios of ^XSP and XYLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.10
2.88
^XSP
XYLD

Drawdowns

^XSP vs. XYLD - Drawdown Comparison

The maximum ^XSP drawdown since its inception was -25.43%, smaller than the maximum XYLD drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for ^XSP and XYLD. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.62%
0
^XSP
XYLD

Volatility

^XSP vs. XYLD - Volatility Comparison

S&P 500 Mini-SPX Options Index (^XSP) has a higher volatility of 3.79% compared to Global X S&P 500 Covered Call ETF (XYLD) at 1.98%. This indicates that ^XSP's price experiences larger fluctuations and is considered to be riskier than XYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.79%
1.98%
^XSP
XYLD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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