HGER yields 5.67% · XYLD yields 10.98%● Live data
📍 HGER pulled ahead of the other in Year 1
Combined, HGER + XYLD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of HGER + XYLD for your $10,000?
HGER attempts to diversify efficiently across commodities to target the most sensitive to US-CPI. Selection begins with the 24 most liquid commodity futures, scored for economic significance and quality, considering open interest, holding and trading costs, and inflation sensitivity. The index holds at least 15 commodity futures with weights ranging 2-20%, except gold which can have up to 40% weight. A proprietary scarcity debasement indicator determines the type of inflationary environment, to which the allocation to gold is adjusted accordingly. The index is reconstituted and rebalanced quarterly. Index calculation is based on total return, which includes the futures returns plus returns from managing the funds cash collateral. The fund invests using excess return swaps through a wholly owned Cayman Islands subsidiary, avoiding K-1 tax forms. Before March 6, 2023, the fund traded as the Harbor All-Weather Inflation Focus ETF and tracked the Harbor Inflation Index.
Full HGER Calculator →The Global X S&P 500 Covered Call ETF (XYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 BuyWrite Index.
Full XYLD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.