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XTR vs. BNO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XTR vs. BNO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X S&P 500 Tail Risk ETF (XTR) and United States Brent Oil Fund LP (BNO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XTR achieves a 6.37% return, which is significantly lower than BNO's 80.79% return.


XTR

1D
-2.51%
1M
0.50%
YTD
6.37%
6M
5.98%
1Y
20.97%
3Y*
17.70%
5Y*
10Y*

BNO

1D
-2.44%
1M
-4.35%
YTD
80.79%
6M
73.97%
1Y
82.92%
3Y*
25.89%
5Y*
22.87%
10Y*
12.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XTR vs. BNO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
XTR
Global X S&P 500 Tail Risk ETF
6.37%13.66%21.85%21.16%-17.67%4.43%
BNO
United States Brent Oil Fund LP
80.79%-5.44%9.67%-3.43%35.25%13.39%

Correlation

The correlation between XTR and BNO is -0.29, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.29

Correlation (3Y)
Calculated over the trailing 3-year period

-0.06

Correlation (All Time)
Calculated using the full available price history since Aug 27, 2021

0.07

The correlation between XTR and BNO shifts across timeframes, from -0.29 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

XTR vs. BNO — Risk / Return Rank

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

XTR
XTR Risk / Return Rank: 5757
Overall Rank
XTR Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
XTR Sortino Ratio Rank: 5858
Sortino Ratio Rank
XTR Omega Ratio Rank: 5757
Omega Ratio Rank
XTR Calmar Ratio Rank: 5252
Calmar Ratio Rank
XTR Martin Ratio Rank: 6161
Martin Ratio Rank

BNO
BNO Risk / Return Rank: 6262
Overall Rank
BNO Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
BNO Sortino Ratio Rank: 5454
Sortino Ratio Rank
BNO Omega Ratio Rank: 5757
Omega Ratio Rank
BNO Calmar Ratio Rank: 8686
Calmar Ratio Rank
BNO Martin Ratio Rank: 5353
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.

XTR vs. BNO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Tail Risk ETF (XTR) and United States Brent Oil Fund LP (BNO). 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.


XTRBNODifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

+0.08

Omega ratioGain probability vs. loss probability

1.34

1.34

-0.01

Calmar ratioReturn relative to maximum drawdown

2.48

4.66

-2.19

Martin ratioReturn relative to average drawdown

10.52

8.73

+1.79

XTR vs. BNO - Sharpe Ratio Comparison

The current XTR Sharpe Ratio is 1.91, which is comparable to the BNO Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of XTR and BNO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XTRBNODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.91

2.00

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.13

+0.55

Drawdowns

XTR vs. BNO - Drawdown Comparison

The maximum XTR drawdown since its inception was -20.83%, smaller than the maximum BNO drawdown of -87.06%. Use the drawdown chart below to compare losses from any high point for XTR and BNO.


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Drawdown Indicators


XTRBNODifference

Max Drawdown

Largest peak-to-trough decline

-20.83%

-87.06%

+66.23%

Max Drawdown (1Y)

Largest decline over 1 year

-8.51%

-17.87%

+9.36%

Max Drawdown (3Y)

Largest decline over 3 years

-14.35%

-23.75%

+9.40%

Max Drawdown (5Y)

Largest decline over 5 years

-33.70%

Max Drawdown (10Y)

Largest decline over 10 years

-75.18%

Current Drawdown

Current decline from peak

-2.74%

-14.85%

+12.11%

Average Drawdown

Average peak-to-trough decline

-5.94%

-40.16%

+34.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.00%

9.53%

-7.53%

Volatility

XTR vs. BNO - Volatility Comparison

The current volatility for Global X S&P 500 Tail Risk ETF (XTR) is 3.77%, while United States Brent Oil Fund LP (BNO) has a volatility of 11.71%. This indicates that XTR experiences smaller price fluctuations and is considered to be less risky than BNO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XTRBNODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.77%

11.71%

-7.94%

Volatility (6M)

Calculated over the trailing 6-month period

8.57%

36.33%

-27.76%

Volatility (1Y)

Calculated over the trailing 1-year period

11.06%

41.63%

-30.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.82%

35.41%

-21.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.82%

36.69%

-22.87%

XTR vs. BNO - Expense Ratio Comparison

XTR has a 0.25% expense ratio, which is lower than BNO's 0.90% expense ratio.


Dividends

XTR vs. BNO - Dividend Comparison

XTR's dividend yield for the trailing twelve months is around 16.75%, while BNO has not paid dividends to shareholders.


PositionTTM20252024202320222021
BNO
United States Brent Oil Fund LP
0.00%0.00%0.00%0.00%0.00%0.00%
XTR
Global X S&P 500 Tail Risk ETF
16.75%17.82%20.89%1.09%1.08%2.32%

Frequently Asked Questions


XTR and BNO have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BNO has higher volatility (11.71%) compared to XTR (3.77%). In terms of maximum drawdown, XTR dropped -20.83% vs BNO's -87.06%.

On 3-year performance, BNO leads with 25.89% vs 17.70% for XTR. On fees, XTR is cheaper at 0.25% per year. On volatility, XTR has been the lower-risk option at 3.77%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, BNO has performed better with a 25.89% return vs 17.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XTR is cheaper with a 0.25% expense ratio, compared with 0.90% for BNO.

XTR has the higher dividend yield at 16.75%, compared with 0.00% for BNO.

XTR is categorized as Equity Hedged, while BNO is Oil & Gas. XTR tracks Cboe S&P 500 Tail Risk Index, while BNO tracks Front Month Brent Crude Oil. They also come from different issuers: Global X and Concierge Technologies. Their fees differ too: 0.25% for XTR and 0.90% for BNO.

BNO currently has the higher Sharpe Ratio (2.00 vs 1.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for XTR and BNO

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