XCLR vs. ^GSPC
Compare and contrast key facts about Global X S&P 500 Collar 95-110 ETF (XCLR) and S&P 500 (^GSPC).
XCLR is a passively managed fund by Global X that tracks the performance of the Cboe S&P 500 3-Month Collar 95-110 Index. It was launched on Aug 25, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XCLR or ^GSPC.
Correlation
The correlation between XCLR and ^GSPC is 0.90, 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.
Performance
XCLR vs. ^GSPC - Performance Comparison
Key characteristics
XCLR:
1.43
^GSPC:
1.34
XCLR:
1.98
^GSPC:
1.83
XCLR:
1.26
^GSPC:
1.24
XCLR:
0.42
^GSPC:
2.03
XCLR:
8.05
^GSPC:
8.08
XCLR:
1.80%
^GSPC:
2.14%
XCLR:
10.16%
^GSPC:
12.93%
XCLR:
-46.74%
^GSPC:
-56.78%
XCLR:
-24.09%
^GSPC:
-3.09%
Returns By Period
In the year-to-date period, XCLR achieves a 0.53% return, which is significantly lower than ^GSPC's 1.24% return.
XCLR
0.53%
-1.82%
3.81%
13.37%
N/A
N/A
^GSPC
1.24%
-1.92%
5.42%
15.91%
14.06%
11.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
XCLR vs. ^GSPC — Risk-Adjusted Performance Rank
XCLR
^GSPC
XCLR vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Collar 95-110 ETF (XCLR) and S&P 500 (^GSPC). 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.
Drawdowns
XCLR vs. ^GSPC - Drawdown Comparison
The maximum XCLR drawdown since its inception was -46.74%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for XCLR and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
XCLR vs. ^GSPC - Volatility Comparison
The current volatility for Global X S&P 500 Collar 95-110 ETF (XCLR) is 3.05%, while S&P 500 (^GSPC) has a volatility of 3.71%. This indicates that XCLR experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.