StockComparison Logo
vs

XYLD vs SPY

Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed XYLD, delivering a return of +13.2% compared to +7.4%

XYLD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XYLD
$3.20B
Winner
SPY
$784B
Expense Ratio
XYLD
0.60%
Winner
SPY
0.09%
Max Drawdown
Winner
XYLD
34.69%
SPY
56.47%
Sharpe Ratio
Winner
XYLD
1.73
SPY
1.54
5Y Beta
Winner
XYLD
0.64
SPY
1.00
P/E Ratio
XYLD
27.72
Winner
SPY
27.62
Forward P/E
XYLD
21.15
Winner
SPY
21.11
5Y Dividends CAGR
XYLD
-1.17%
Winner
SPY
6.00%
5Y EPS CAGR
XYLD
25.30%
SPY
25.30%
Debt to Equity
XYLD
32.25%
Winner
SPY
31.11%
P/S Ratio
Winner
XYLD
3.48
SPY
3.49
P/B Ratio
XYLD
5.30
Winner
SPY
5.30

XYLD vs SPY - Holdings Comparison

XYLD and SPY have 504 common holdings. Overlap is 98.51%

XYLD's top 25 holdings weight is 51.30%. SPY's top 25 holdings weight is 51.24%.

RankXYLDSPY
#1
NVIDIA CORP (NVDA) - 7.83%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLE INC (AAPL) - 6.84%
APPLE INC (AAPL) - 6.81%
#3
MICROSOFT CORP (MSFT) - 4.43%
MICROSOFT CORP (MSFT) - 4.53%
#4
AMAZON.COM INC (AMZN) - 3.65%
AMAZON.COM INC (AMZN) - 3.72%
#5
ALPHABET INC CLASS A (GOOGL) - 3.35%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
BROADCOM INC (AVGO) - 2.93%
BROADCOM INC (AVGO) - 2.77%
#7
ALPHABET INC CLASS C (GOOG) - 2.68%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
META PLATFORMS INC CLASS A (META) - 1.95%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
MICRON TECHNOLOGY INC (MU) - 1.84%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
TESLA INC (TSLA) - 1.75%
TESLA INC (TSLA) - 1.76%
#11
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
JPMORGAN CHASE & CO (JPM) - 1.41%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
ELI LILLY AND CO (LLY) - 1.38%
ELI LILLY AND CO (LLY) - 1.38%
#14
ADVANCED MICRO DEVICES INC (AMD) - 1.31%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
EXXON MOBIL CORP (XOM) - 0.92%
EXXON MOBIL CORP (XOM) - 0.92%
#16
INTEL CORP (INTC) - 0.89%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
JOHNSON & JOHNSON (JNJ) - 0.88%
VISA INC CLASS A (V) - 0.87%
#18
VISA INC CLASS A (V) - 0.87%
INTEL CORP (INTC) - 0.85%
#19
WALMART INC (WMT) - 0.81%
WALMART INC (WMT) - 0.82%
#20
LAM RESEARCH CORP (LRCX) - 0.73%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
APPLIED MATERIALS INC (AMAT) - 0.73%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
CISCO SYSTEMS INC (CSCO) - 0.72%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
CATERPILLAR INC (CAT) - 0.69%
CATERPILLAR INC (CAT) - 0.68%
#24
COSTCO WHOLESALE CORP (COST) - 0.67%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
MASTERCARD INC CLASS A (MA) - 0.63%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings506505

XYLD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XYLD
+0.36%
SPY
-1.37%
3M
XYLD
+5.82%
Winner
SPY
+12.22%
6M
XYLD
+4.44%
Winner
SPY
+7.20%
1Y
XYLD
+16.07%
Winner
SPY
+23.58%
5Y(CAGR)
XYLD
+7.39%
Winner
SPY
+13.19%
10Y(CAGR)
XYLD
+8.06%
Winner
SPY
+15.12%
Max(CAGR)
XYLD
+8.13%
Winner
SPY
+8.44%

XYLD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXYLDSPY
2026+4.31%+7.95%
2025+8.28%+18.00%
2024+19.45%+25.59%
2023+11.03%+26.72%
2022-12.48%-18.64%
2021+20.21%+30.52%
2020-1.44%+17.28%
2019+20.99%+31.09%
2018-7.25%-5.24%
2017+16.08%+20.78%
2016+8.87%+13.59%
2015+0.47%+1.31%
2014+8.61%+14.56%
2013+13.95%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

XYLD vs SPY Drawdown Comparison

The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current XYLD drawdown is -0.93%. The current SPY drawdown is -3.18%.

RankXYLDSPY
#1-33.44%
Feb 19, 2020 - Mar 15, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.66%
Apr 4, 2022 - Mar 12, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.10%
Sep 20, 2018 - Jul 12, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.53%
Feb 19, 2025 - Oct 20, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.17%
Jun 22, 2015 - Jun 23, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.10%
Jan 26, 2018 - Jul 9, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.96%
Sep 18, 2014 - Nov 24, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.02%
Jan 4, 2022 - Mar 24, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.79%
Jul 26, 2019 - Oct 30, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.30%
Feb 25, 2026 - Apr 30, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.26%
Jan 15, 2014 - Feb 14, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.19%
Jul 18, 2024 - Aug 15, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.63%
Jun 23, 2016 - Jul 11, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.07%
Dec 29, 2014 - Feb 13, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.79%
Aug 1, 2013 - Sep 18, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XYLD and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

XYLD vs SPY dividend yield comparison.

YearXYLDSPY
20265.43%0.50%
202510.51%1.07%
202411.54%1.21%
202310.51%1.40%
202213.43%1.65%
20219.07%1.20%
20207.93%1.52%
20195.76%1.75%
20187.12%2.04%
20175.18%1.80%
20163.23%2.03%
20154.65%2.06%
20144.15%1.87%
20132.49%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: XYLD vs SPY

More Comparisons

Compare with similar stocks