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:
0.16
^GSPC:
-0.10
XCLR:
0.29
^GSPC:
-0.03
XCLR:
1.04
^GSPC:
1.00
XCLR:
0.05
^GSPC:
-0.09
XCLR:
0.60
^GSPC:
-0.47
XCLR:
3.04%
^GSPC:
3.54%
XCLR:
11.15%
^GSPC:
15.90%
XCLR:
-46.74%
^GSPC:
-56.78%
XCLR:
-31.41%
^GSPC:
-17.61%
Returns By Period
In the year-to-date period, XCLR achieves a -9.17% return, which is significantly higher than ^GSPC's -13.93% return.
XCLR
-9.17%
-7.39%
-7.26%
0.95%
N/A
N/A
^GSPC
-13.93%
-12.27%
-11.13%
-2.73%
13.04%
9.21%
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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 4.52%, while S&P 500 (^GSPC) has a volatility of 9.24%. 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.