XYLG vs UPAR

Comparison between GLOBAL X S&P 500 COVERED CALL & GROWTH ETF (XYLG, ETF) and UPAR ULTRA RISK PARITY ETF (UPAR, ETF).

XYLG vs UPAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYLG(ETF)	UPAR(ETF)
Net Assets	$67M	$67M
Expense Ratio	0.35%	0.68%
Max Drawdown	29.89%	43.05%
Sharpe Ratio	1.61	1.34
5Y Beta	0.82	0.55
P/E Ratio	27.82	N/A
Forward P/E	21.36	N/A
5Y Dividends CAGR	35.34%	N/A
5Y EPS CAGR	28.39%	N/A
Debt to Equity	39.23%	N/A
P/S Ratio	3.58	N/A
P/B Ratio	5.43	N/A

Net Assets

Winner

XYLG

$67M

UPAR

$67M

Expense Ratio

Winner

XYLG

0.35%

UPAR

0.68%

Max Drawdown

Winner

XYLG

29.89%

UPAR

43.05%

Sharpe Ratio

Winner

XYLG

1.61

UPAR

1.34

5Y Beta

XYLG

0.82

Winner

UPAR

0.55

P/E Ratio

XYLG

27.82

UPAR

N/A

Forward P/E

XYLG

21.36

UPAR

N/A

5Y Dividends CAGR

XYLG

35.34%

UPAR

N/A

5Y EPS CAGR

XYLG

28.39%

UPAR

N/A

Debt to Equity

XYLG

39.23%

UPAR

N/A

P/S Ratio

XYLG

3.58

UPAR

N/A

P/B Ratio

XYLG

5.43

UPAR

N/A

XYLG vs UPAR - Holdings Comparison

XYLG and UPAR have 20 common holdings. Overlap is -75.93%

XYLG's top 25 holdings weight is 49.67%. UPAR's top 25 holdings weight is 117.07%.

Rank	XYLG	UPAR
#1	NVIDIA CORP (NVDA) - 8.02%	n/a (n/a) - 17.99%
#2	APPLE INC (AAPL) - 6.76%	SPDR® GOLD MINISHARES (GLDM) - 14.03%
#3	MICROSOFT CORP (MSFT) - 4.75%	UNITED STATES TREASURY BONDS 1% (n/a) - 11.43%
#4	AMAZON.COM INC (AMZN) - 3.78%	UNITED STATES TREASURY BONDS 0.75% (n/a) - 8.89%
#5	ALPHABET INC CLASS A (GOOGL) - 3.38%	n/a (n/a) - 7.45%
#6	BROADCOM INC (AVGO) - 2.94%	UNITED STATES TREASURY BONDS 2.13% (n/a) - 6.39%
#7	ALPHABET INC CLASS C (GOOG) - 2.71%	VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.36%
#8	META PLATFORMS INC CLASS A (META) - 2.02%	UNITED STATES TREASURY BONDS 1.38% (n/a) - 5.23%
#9	TESLA INC (TSLA) - 1.76%	MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 4.96%
#10	MICRON TECHNOLOGY INC (MU) - 1.66%	UNITED STATES TREASURY BONDS 0.63% (n/a) - 4.25%
#11	ELI LILLY AND CO (LLY) - 1.43%	UNITED STATES TREASURY BONDS 0.88% (n/a) - 4.06%
#12	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%	VANGUARD EXTENDED MARKET ETF (VXF) - 3.88%
#13	JPMORGAN CHASE & CO (JPM) - 1.33%	UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.54%
#14	ADVANCED MICRO DEVICES INC (AMD) - 1.22%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.94%
#15	EXXON MOBIL CORP (XOM) - 0.98%	VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 2.65%
#16	JOHNSON & JOHNSON (JNJ) - 0.90%	UNITED STATES TREASURY BONDS 0.25% (n/a) - 2.08%
#17	VISA INC CLASS A (V) - 0.86%	EXXON MOBIL CORP (XOM) - 1.89%
#18	WALMART INC (WMT) - 0.82%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 1.83%
#19	INTEL CORP (INTC) - 0.81%	UNITED STATES TREASURY BONDS 1.5% (n/a) - 1.56%
#20	CISCO SYSTEMS INC (CSCO) - 0.76%	DEERE & CO (DE) - 1.51%
#21	NEXTERA ENERGY INC (NEE) - 0.28%	BHP GROUP LTD ADR (BHP) - 1.24%
#22	THE WALT DISNEY CO (DIS) - 0.28%	CHEVRON CORP (CVX) - 1.12%
#23	BOEING CO (BA) - 0.27%	RIO TINTO PLC ADR (RIO) - 1.04%
#24	AMERICAN EXPRESS CO (AXP) - 0.27%	SOUTHERN COPPER CORP (SCCO) - 0.89%
#25	WESTERN DIGITAL CORP (WDC) - 0.27%	US DOLLARS (n/a) - 0.86%
Total Holdings	465	152

XYLG vs UPAR - Historical Returns

Returns include dividend reinvestment.

Period	XYLG	UPAR
1 month	+0.81%	-1.21%
3 months	+8.25%	+0.37%
6 months	+7.50%	+8.87%
1 year	+20.77%	+22.94%
5 years(CAGR)	+10.41%	-0.83%
Max(CAGR)	+13.36%	-0.83%

Winner

XYLG

+0.81%

UPAR

-1.21%

Winner

XYLG

+8.25%

UPAR

+0.37%

XYLG

+7.50%

Winner

UPAR

+8.87%

XYLG

+20.77%

Winner

UPAR

+22.94%

5Y(CAGR)

Winner

XYLG

+10.41%

UPAR

-0.83%

Max(CAGR)

Winner

XYLG

+13.36%

UPAR

-0.83%

XYLG vs UPAR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	XYLG	UPAR
2026	+6.73%	+7.13%
2025	+13.59%	+23.87%
2024	+22.74%	-1.95%
2023	+18.38%	+4.94%
2022	-15.67%	-30.27%
2021	+24.99%	N/A
2020	+12.14%	N/A

XYLG vs UPAR Drawdown Comparison

The maximum drawdown for XYLG was -21.30%, occurring on Sep 30, 2022. Recovery took 511 trading sessions.

The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.

The current XYLG drawdown is -1.36%. The current UPAR drawdown is -5.75%.

Rank	XYLG	UPAR
#1	-21.30% Dec 29, 2021 - Jan 11, 2024	-38.97% Jan 12, 2022 - Feb 23, 2026
#2	-17.43% Feb 19, 2025 - Jul 24, 2025	-11.13% Mar 2, 2026 - Mar 27, 2026
#3	-7.16% Jul 16, 2024 - Aug 19, 2024	-2.22% Jan 4, 2022 - Jan 12, 2022
#4	-6.93% Feb 25, 2026 - Apr 15, 2026	N/A
#5	-6.32% Oct 12, 2020 - Nov 5, 2020	N/A
#6	-4.31% Mar 28, 2024 - May 15, 2024	N/A
#7	-4.00% Sep 7, 2021 - Oct 18, 2021	N/A
#8	-3.57% Feb 24, 2021 - Mar 11, 2021	N/A
#9	-3.29% Nov 16, 2021 - Dec 8, 2021	N/A
#10	-3.24% May 7, 2021 - May 24, 2021	N/A
#11	-3.16% Jun 1, 2026 - Jun 10, 2026	N/A
#12	-3.13% Aug 30, 2024 - Sep 13, 2024	N/A
#13	-3.04% Oct 28, 2025 - Nov 26, 2025	N/A
#14	-2.83% Jul 12, 2021 - Jul 23, 2021	N/A
#15	-2.62% Jan 21, 2021 - Feb 4, 2021	N/A