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^VIX vs. XYLD
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^VIX and XYLD is 0.81, 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

^VIX vs. XYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CBOE Volatility Index (^VIX) and Global X S&P 500 Covered Call ETF (XYLD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^VIX:

0.22

XYLD:

0.53

Sortino Ratio

^VIX:

1.95

XYLD:

0.87

Omega Ratio

^VIX:

1.24

XYLD:

1.16

Calmar Ratio

^VIX:

0.60

XYLD:

0.52

Martin Ratio

^VIX:

1.09

XYLD:

2.13

Ulcer Index

^VIX:

47.39%

XYLD:

3.78%

Daily Std Dev

^VIX:

172.91%

XYLD:

15.28%

Max Drawdown

^VIX:

-88.70%

XYLD:

-33.46%

Current Drawdown

^VIX:

-77.48%

XYLD:

-7.47%

Returns By Period

In the year-to-date period, ^VIX achieves a 7.32% return, which is significantly higher than XYLD's -4.44% return. Over the past 10 years, ^VIX has underperformed XYLD with an annualized return of 4.14%, while XYLD has yielded a comparatively higher 6.38% annualized return.


^VIX

YTD

7.32%

1M

-39.72%

6M

32.81%

1Y

38.75%

5Y*

-10.07%

10Y*

4.14%

XYLD

YTD

-4.44%

1M

1.06%

6M

-1.55%

1Y

7.98%

5Y*

9.72%

10Y*

6.38%

*Annualized

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Risk-Adjusted Performance

^VIX vs. XYLD — Risk-Adjusted Performance Rank

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

^VIX
The Risk-Adjusted Performance Rank of ^VIX is 6565
Overall Rank
The Sharpe Ratio Rank of ^VIX is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of ^VIX is 9797
Sortino Ratio Rank
The Omega Ratio Rank of ^VIX is 9494
Omega Ratio Rank
The Calmar Ratio Rank of ^VIX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of ^VIX is 4141
Martin Ratio Rank

XYLD
The Risk-Adjusted Performance Rank of XYLD is 5757
Overall Rank
The Sharpe Ratio Rank of XYLD is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of XYLD is 5151
Sortino Ratio Rank
The Omega Ratio Rank of XYLD is 6969
Omega Ratio Rank
The Calmar Ratio Rank of XYLD is 5656
Calmar Ratio Rank
The Martin Ratio Rank of XYLD is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^VIX vs. XYLD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CBOE Volatility Index (^VIX) and Global X S&P 500 Covered Call ETF (XYLD). 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.


The current ^VIX Sharpe Ratio is 0.22, which is lower than the XYLD Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of ^VIX and XYLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Drawdowns

^VIX vs. XYLD - Drawdown Comparison

The maximum ^VIX drawdown since its inception was -88.70%, which is greater than XYLD's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for ^VIX and XYLD. For additional features, visit the drawdowns tool.


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Volatility

^VIX vs. XYLD - Volatility Comparison

CBOE Volatility Index (^VIX) has a higher volatility of 31.61% compared to Global X S&P 500 Covered Call ETF (XYLD) at 3.23%. This indicates that ^VIX's price experiences larger fluctuations and is considered to be riskier than XYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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