RYLD

Global X Russell 2000 Covered Call ETF

$15.25
+0.00%
Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The Global X Russell 2000 Covered Call ETF (RYLD) seeks to provide investment results that correspond generally to the performance of the Cboe Russell 2000 BuyWrite V2 Index, which measures the performance of a buy-write strategy on the Russell 2000 Index.

Overview

ETF tracking Global X Russell 2000 Covered Call ETF

Category Small Cap
Issuer Other
Inception Date 2022-07-01
Market Cap $1.3B
Average Volume N/A
Dividend Yield 10.12%
52-Week Range $13.37 - $16.85
VWAP $15.17

Performance

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Investment Summary

📎 Investment Objective

The Global X Russell 2000 Covered Call ETF (RYLD) seeks to provide investment results that correspond generally to the performance of the Cboe Russell 2000 BuyWrite V2 Index, which measures the performance of a buy-write strategy on the Russell 2000 Index.

🎯 Investment Strategy

The fund invests in the component securities of the Russell 2000 Index and writes (sells) covered call options on the same index. This strategy aims to generate income from the option premiums received, while still providing exposure to the underlying small-cap stocks.

✨ Key Features

  • Provides exposure to small-cap U.S. equities through the Russell 2000 Index
  • Employs a covered call strategy to generate income from option premiums
  • Aims to provide downside protection in volatile markets through the covered call overlay
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Equity market risk: The fund is subject to the risks associated with the underlying equity holdings in the Russell 2000 Index
  • Option writing risk: The covered call strategy may limit the upside potential of the underlying stocks
  • Concentration risk: The fund is concentrated in small-cap stocks, which may be more volatile than large-cap stocks
  • Liquidity risk: Small-cap stocks may have lower trading volumes, which can impact the fund's ability to buy and sell positions

👤 Best For

This ETF may be suitable for investors seeking income generation and downside protection in a small-cap equity allocation, while understanding the potential trade-offs of the covered call strategy. It may be most appropriate for investors with a moderate risk tolerance and a medium-term investment horizon.