XRLX yields 2.83% · QYLD yields 11.92%● Live data
📍 QYLD pulled ahead of the other in Year 10
Combined, XRLX + QYLD cover 0 of 12 months — good coverage
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What's the optimal mix of XRLX + QYLD for your $10,000?
XRLX is a fund-of-funds that aims to capture global market trends. The adviser pursues a balanced approach by investing in core equity, total return, and bond underlying funds it considers to be in sync with current market leaders. The core equity funds allow participation in broad stock market leadership trends through diversified exposure to stocks of any size or style from around the world. Whereas the total return and bond underlying funds intend to reduce the risk and potential volatility of the core equity funds. The total return funds may utilize different investment strategies designed to provide steady income and low volatility. The underlying bond funds invest in US and non-US fixed income securities of any maturity and credit quality. As an actively managed fund, the adviser has full discretion to adjust portfolio positions towards more attractive investments. On October 9, 2023, XRLX converted from a mutual fund to an ETF structure, starting with $58.2 million in assets.
Full XRLX Calculator →The Global X Nasdaq 100 Covered Call ETF (QYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Nasdaq-100 BuyWrite V2 Index.
Full QYLD 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.