RYLD vs XYLD

RYLD vs XYLD

Which is better, RYLD or XYLD?

Small Cap Growth against Multi Alternative.

XYLD led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: TiedHigher Returns: XYLD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricRYLDXYLD
Expense Ratio0.60%Tie0.60%Tie
AUM$1.4B$3.3B
Dividend Yield11.62%10.44%
Holdings12507
YTD Return+9.94%Best+9.87%
1Y Return+16.31%+17.49%Best
3Y Return (annualized)+8.99%+13.33%Best
5Y Return (annualized)+2.49%+7.75%Best
Volatility (annualized)14.8%11.9%Best
Max Drawdown-42.5%-34.1%Best
$10,000 over 5 years$11,309$14,524Best
Fund FamilyGlobal X by mirae AssetGlobal X by mirae Asset
CategoryEquityAlternative
StyleSmall Cap GrowthMulti Alternative
InceptionApr 17, 2019Jun 21, 2013

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 22, 2019 to Sep 22, 2026 (7.4 years).

RYLD vs XYLD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.4 years both funds cover.

Compare RYLD against instead:RYLD vs SPYRYLD vs QQQRYLD vs VOORYLD vs VTIXYLD against:XYLD vs VXUS

RYLD vs XYLD Performance

Global X Russell 2000 Covered Call ETF (RYLD) is an ETF from Global X by mirae Asset and Global X S&P 500 Covered Call ETF (XYLD) is an ETF from Global X by mirae Asset. Over the past year RYLD returned +16.31% while XYLD returned +17.49%. Year to date, RYLD is up 9.94% versus a gain of 9.87% for XYLD.

Over three years, RYLD compounded at +8.99% per year against +13.33% for XYLD; over five years the annualized figures are +2.49% and +7.75% respectively. Across the full 7-year window we track, XYLD has the edge at +6.16% annualized vs +2.69%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RYLD has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 11.9% for XYLD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -42.5% for RYLD and -34.1% for XYLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RYLD charges 0.60% per year while XYLD charges 0.60%. On a $10,000 position that is $60 vs $60 annually. On income, RYLD currently yields 11.62% against 10.44% for XYLD.

Holdings Overlap

We hold position weights for 3 holdings in RYLD and 490 in XYLD, totalling 100.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 3 positions we hold weights for in RYLD and 490 in XYLD, against full books of 12 and 507.

You are not choosing between two funds in isolation.

Whichever of RYLD and XYLD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

RYLDXYLD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RYLD or XYLD?

RYLD has an expense ratio of 0.60% while XYLD charges 0.60%. At the precision these are quoted to, they cost the same.

Which performed better, RYLD or XYLD?

Over the past year RYLD returned +16.31% vs +17.49% for XYLD, so XYLD leads on 1-year performance. Over the longest common window we track (7 years), RYLD annualized +2.69% vs +6.16% for XYLD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RYLD or XYLD?

RYLD has been the more volatile fund at 14.8% annualized versus 11.9% for XYLD. Worst drawdown: RYLD -42.5% vs XYLD -34.1%.

Should I hold both RYLD and XYLD?

RYLD and XYLD have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, RYLD or XYLD?

RYLD yields 11.62% while XYLD yields 10.44%, so RYLD currently pays the higher dividend yield.

Is XYLD better than RYLD?

XYLD led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.