PortfoliosLab logoPortfoliosLab logo
MIEYX vs. XYLD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MIEYX vs. XYLD - Performance Comparison

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

Loading graphics...

MIEYX vs. XYLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MIEYX
MM S&P 500 Index Fund
-7.16%17.27%24.36%25.76%-18.63%28.02%17.87%30.98%-5.26%18.90%
XYLD
Global X S&P 500 Covered Call ETF
-1.04%8.02%19.49%11.10%-12.05%19.59%-0.56%21.41%-6.09%16.49%

Returns By Period

In the year-to-date period, MIEYX achieves a -7.16% return, which is significantly lower than XYLD's -1.04% return. Over the past 10 years, MIEYX has outperformed XYLD with an annualized return of 12.71%, while XYLD has yielded a comparatively lower 7.87% annualized return.


MIEYX

1D
-0.38%
1M
-7.69%
YTD
-7.16%
6M
-4.84%
1Y
13.91%
3Y*
16.63%
5Y*
10.82%
10Y*
12.71%

XYLD

1D
2.01%
1M
-2.96%
YTD
-1.04%
6M
5.33%
1Y
10.53%
3Y*
10.21%
5Y*
6.95%
10Y*
7.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MIEYX vs. XYLD - Expense Ratio Comparison

MIEYX has a 0.46% expense ratio, which is lower than XYLD's 0.60% expense ratio.


Return for Risk

MIEYX vs. XYLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MIEYX
MIEYX Risk / Return Rank: 4242
Overall Rank
MIEYX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
MIEYX Sortino Ratio Rank: 4141
Sortino Ratio Rank
MIEYX Omega Ratio Rank: 4545
Omega Ratio Rank
MIEYX Calmar Ratio Rank: 3838
Calmar Ratio Rank
MIEYX Martin Ratio Rank: 4949
Martin Ratio Rank

XYLD
XYLD Risk / Return Rank: 5656
Overall Rank
XYLD Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
XYLD Sortino Ratio Rank: 4848
Sortino Ratio Rank
XYLD Omega Ratio Rank: 7171
Omega Ratio Rank
XYLD Calmar Ratio Rank: 4747
Calmar Ratio Rank
XYLD Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MIEYX vs. XYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MM S&P 500 Index Fund (MIEYX) 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.


MIEYXXYLDDifference

Sharpe ratio

Return per unit of total volatility

0.80

0.76

+0.05

Sortino ratio

Return per unit of downside risk

1.25

1.22

+0.03

Omega ratio

Gain probability vs. loss probability

1.19

1.25

-0.06

Calmar ratio

Return relative to maximum drawdown

1.00

1.10

-0.09

Martin ratio

Return relative to average drawdown

4.87

6.46

-1.59

MIEYX vs. XYLD - Sharpe Ratio Comparison

The current MIEYX Sharpe Ratio is 0.80, which is comparable to the XYLD Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of MIEYX 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.


Loading graphics...

Sharpe Ratios by Period


MIEYXXYLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

0.76

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.62

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.55

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.57

-0.21

Correlation

The correlation between MIEYX and XYLD is 0.81, 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.


Dividends

MIEYX vs. XYLD - Dividend Comparison

MIEYX's dividend yield for the trailing twelve months is around 18.99%, more than XYLD's 10.98% yield.


TTM20252024202320222021202020192018201720162015
MIEYX
MM S&P 500 Index Fund
18.99%17.63%32.89%7.13%33.24%13.29%16.29%6.38%19.14%21.81%4.19%2.29%
XYLD
Global X S&P 500 Covered Call ETF
10.98%10.51%11.54%10.51%13.43%9.07%7.93%5.76%7.12%5.18%3.23%4.65%

Drawdowns

MIEYX vs. XYLD - Drawdown Comparison

The maximum MIEYX drawdown since its inception was -55.63%, which is greater than XYLD's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for MIEYX and XYLD.


Loading graphics...

Drawdown Indicators


MIEYXXYLDDifference

Max Drawdown

Largest peak-to-trough decline

-55.63%

-33.46%

-22.17%

Max Drawdown (1Y)

Largest decline over 1 year

-12.18%

-10.14%

-2.04%

Max Drawdown (5Y)

Largest decline over 5 years

-36.63%

-18.66%

-17.97%

Max Drawdown (10Y)

Largest decline over 10 years

-36.63%

-33.46%

-3.17%

Current Drawdown

Current decline from peak

-18.72%

-3.39%

-15.33%

Average Drawdown

Average peak-to-trough decline

-12.60%

-3.76%

-8.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

1.72%

+0.79%

Volatility

MIEYX vs. XYLD - Volatility Comparison

MM S&P 500 Index Fund (MIEYX) has a higher volatility of 4.26% compared to Global X S&P 500 Covered Call ETF (XYLD) at 4.01%. This indicates that MIEYX'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.


Loading graphics...

Volatility by Period


MIEYXXYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.26%

4.01%

+0.25%

Volatility (6M)

Calculated over the trailing 6-month period

9.09%

5.82%

+3.27%

Volatility (1Y)

Calculated over the trailing 1-year period

18.14%

13.99%

+4.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.48%

11.31%

+14.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.54%

14.23%

+8.31%