XYLD vs UCON

Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceXYLD has outperformed UCON, delivering a return of +7.5% compared to +2.7%

XYLD vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYLD(ETF)	UCON(ETF)
Net Assets	$3.10B	$3.20B
Expense Ratio	0.60%	0.86%
Max Drawdown	34.69%	15.31%
Sharpe Ratio	1.83	0.45
5Y Beta	0.64	0.04
P/E Ratio	29.19	N/A
Forward P/E	22.28	N/A
5Y Dividends CAGR	1.25%	8.79%
5Y EPS CAGR	28.98%	N/A
Debt to Equity	41.15%	N/A
P/S Ratio	3.68	N/A
P/B Ratio	5.58	N/A

Net Assets

XYLD

$3.10B

Winner

UCON

$3.20B

Expense Ratio

Winner

XYLD

0.60%

UCON

0.86%

Max Drawdown

XYLD

34.69%

Winner

UCON

15.31%

Sharpe Ratio

Winner

XYLD

1.83

UCON

0.45

5Y Beta

XYLD

0.64

Winner

UCON

0.04

P/E Ratio

XYLD

29.19

UCON

N/A

Forward P/E

XYLD

22.28

UCON

N/A

5Y Dividends CAGR

XYLD

1.25%

Winner

UCON

8.79%

5Y EPS CAGR

XYLD

28.98%

UCON

N/A

Debt to Equity

XYLD

41.15%

UCON

N/A

P/S Ratio

XYLD

3.68

UCON

N/A

P/B Ratio

XYLD

5.58

UCON

N/A

XYLD vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	XYLD	UCON
1 month	+0.95%	+0.10%
3 months	+2.40%	-0.05%
6 months	+5.52%	+0.78%
1 year	+17.02%	+5.17%
5 years(CAGR)	+7.55%	+2.73%
10 years(CAGR)	+8.14%	N/A
Max(CAGR)	+8.14%	+3.68%

Winner

XYLD

+0.95%

UCON

+0.10%

Winner

XYLD

+2.40%

UCON

-0.05%

Winner

XYLD

+5.52%

UCON

+0.78%

Winner

XYLD

+17.02%

UCON

+5.17%

5Y(CAGR)

Winner

XYLD

+7.55%

UCON

+2.73%

10Y(CAGR)

XYLD

+8.14%

UCON

N/A

Max(CAGR)

Winner

XYLD

+8.14%

UCON

+3.68%

XYLD vs UCON - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	XYLD	UCON
2026	+3.96%	+0.44%
2025	+8.28%	+7.00%
2024	+19.45%	+4.90%
2023	+11.03%	+7.67%
2022	-12.48%	-5.72%
2021	+20.21%	+1.05%
2020	-1.44%	+6.67%
2019	+20.99%	+7.13%
2018	-7.25%	+1.11%
2017	+16.08%	N/A
2016	+8.87%	N/A
2015	+0.47%	N/A
2014	+8.61%	N/A
2013	+13.95%	N/A

XYLD vs UCON Drawdown Comparison

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

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current XYLD drawdown is -0.91%. The current UCON drawdown is -0.72%.

Rank	XYLD	UCON
#1	-33.44% Feb 19, 2020 - Mar 15, 2021	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-18.66% Apr 4, 2022 - Mar 12, 2024	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-18.10% Sep 20, 2018 - Jul 12, 2019	-2.45% Feb 26, 2026 - Mar 26, 2026
#4	-15.53% Feb 19, 2025 - Oct 20, 2025	-1.70% Feb 1, 2024 - May 15, 2024
#5	-12.17% Jun 22, 2015 - Jun 23, 2016	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-9.10% Jan 26, 2018 - Jul 9, 2018	-1.53% Mar 3, 2025 - May 30, 2025
#7	-6.96% Sep 18, 2014 - Nov 24, 2014	-1.12% Nov 9, 2018 - Jan 10, 2019
#8	-6.02% Jan 4, 2022 - Mar 24, 2022	-1.07% Feb 11, 2021 - May 26, 2021
#9	-5.79% Jul 26, 2019 - Oct 30, 2019	-0.96% Sep 4, 2019 - Oct 1, 2019
#10	-5.30% Feb 25, 2026 - Apr 30, 2026	-0.88% Feb 24, 2020 - Mar 3, 2020
#11	-5.26% Jan 15, 2014 - Feb 14, 2014	-0.87% Dec 28, 2023 - Jan 12, 2024
#12	-5.19% Jul 18, 2024 - Aug 15, 2024	-0.83% Oct 13, 2020 - Nov 5, 2020
#13	-4.63% Jun 23, 2016 - Jul 11, 2016	-0.75% Oct 28, 2025 - Nov 25, 2025
#14	-4.07% Dec 29, 2014 - Feb 13, 2015	-0.73% May 15, 2024 - Jun 4, 2024
#15	-3.79% Aug 1, 2013 - Sep 18, 2013	-0.73% Feb 19, 2019 - Mar 6, 2019

Correlation

Correlation between XYLD and UCON is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

XYLD vs UCON dividend yield comparison.

Year	XYLD	UCON
2026	4.56%	1.83%
2025	10.51%	4.63%
2024	11.54%	4.95%
2023	10.51%	4.75%
2022	13.43%	3.12%
2021	9.07%	2.20%
2020	7.93%	3.14%
2019	5.76%	3.25%
2018	7.12%	1.76%
2017	5.18%	0.00%
2016	3.23%	0.00%
2015	4.65%	0.00%
2014	4.15%	0.00%
2013	2.49%	0.00%