XYLD vs. O
Compare and contrast key facts about Global X S&P 500 Covered Call ETF (XYLD) and Realty Income Corporation (O).
XYLD is a passively managed fund by Global X that tracks the performance of the CBOE S&P 500 2% OTM BuyWrite Index. It was launched on Jun 24, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XYLD or O.
Correlation
The correlation between XYLD and O is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XYLD vs. O - Performance Comparison
Key characteristics
XYLD:
2.50
O:
-0.24
XYLD:
3.39
O:
-0.22
XYLD:
1.65
O:
0.97
XYLD:
3.33
O:
-0.16
XYLD:
21.90
O:
-0.53
XYLD:
0.79%
O:
7.99%
XYLD:
6.91%
O:
17.36%
XYLD:
-33.46%
O:
-48.45%
XYLD:
-0.64%
O:
-21.62%
Returns By Period
In the year-to-date period, XYLD achieves a 16.79% return, which is significantly higher than O's -5.13% return. Over the past 10 years, XYLD has outperformed O with an annualized return of 6.83%, while O has yielded a comparatively lower 5.52% annualized return.
XYLD
16.79%
0.96%
9.17%
17.12%
6.29%
6.83%
O
-5.13%
-9.06%
0.31%
-3.50%
-1.31%
5.52%
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Risk-Adjusted Performance
XYLD vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Covered Call ETF (XYLD) and Realty Income Corporation (O). 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.
Dividends
XYLD vs. O - Dividend Comparison
XYLD's dividend yield for the trailing twelve months is around 9.35%, more than O's 6.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XYLD Global X S&P 500 Covered Call ETF | 9.35% | 10.51% | 13.44% | 9.08% | 7.93% | 5.75% | 7.12% | 4.67% | 3.24% | 4.65% | 4.15% | 2.49% |
O Realty Income Corporation | 6.04% | 5.33% | 4.69% | 3.88% | 4.51% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% | 5.84% |
Drawdowns
XYLD vs. O - Drawdown Comparison
The maximum XYLD drawdown since its inception was -33.46%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for XYLD and O. For additional features, visit the drawdowns tool.
Volatility
XYLD vs. O - Volatility Comparison
The current volatility for Global X S&P 500 Covered Call ETF (XYLD) is 0.85%, while Realty Income Corporation (O) has a volatility of 4.77%. This indicates that XYLD experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.