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 0.91, 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:
0.58
^GSPC:
0.46
XCLR:
0.85
^GSPC:
0.77
XCLR:
1.11
^GSPC:
1.11
XCLR:
0.20
^GSPC:
0.47
XCLR:
1.75
^GSPC:
1.94
XCLR:
3.86%
^GSPC:
4.61%
XCLR:
11.65%
^GSPC:
19.44%
XCLR:
-46.74%
^GSPC:
-56.78%
XCLR:
-29.19%
^GSPC:
-10.07%
Returns By Period
The year-to-date returns for both investments are quite close, with XCLR having a -6.22% return and ^GSPC slightly higher at -6.06%.
XCLR
-6.22%
-2.04%
-5.49%
6.24%
N/A
N/A
^GSPC
-6.06%
-2.95%
-4.87%
8.34%
13.98%
10.15%
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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 5.61%, while S&P 500 (^GSPC) has a volatility of 14.23%. 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.