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 0.36, 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:
0.55
O:
0.72
XYLD:
0.91
O:
1.09
XYLD:
1.17
O:
1.14
XYLD:
0.54
O:
0.53
XYLD:
2.57
O:
1.47
XYLD:
3.30%
O:
9.05%
XYLD:
15.30%
O:
18.52%
XYLD:
-33.46%
O:
-48.45%
XYLD:
-8.72%
O:
-11.80%
Returns By Period
In the year-to-date period, XYLD achieves a -5.73% return, which is significantly lower than O's 9.07% return. Over the past 10 years, XYLD has underperformed O with an annualized return of 6.35%, while O has yielded a comparatively higher 6.99% annualized return.
XYLD
-5.73%
-3.41%
-0.78%
7.73%
10.01%
6.35%
O
9.07%
3.17%
-7.15%
12.60%
9.34%
6.99%
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Risk-Adjusted Performance
XYLD vs. O — Risk-Adjusted Performance Rank
XYLD
O
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 13.13%, more than O's 5.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XYLD Global X S&P 500 Covered Call ETF | 13.13% | 11.54% | 10.51% | 13.43% | 9.07% | 7.93% | 5.76% | 7.12% | 5.18% | 3.23% | 4.65% | 4.15% |
O Realty Income Corporation | 5.54% | 5.37% | 5.33% | 4.68% | 6.95% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
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
Global X S&P 500 Covered Call ETF (XYLD) has a higher volatility of 12.47% compared to Realty Income Corporation (O) at 8.44%. This indicates that XYLD's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.