RYLG

Global X Russell 2000 Covered Call & Growth ETF

$22.46
+0.00%
Market closed. Last update: 10:55 PM ET

📎 Investment Objective

The Global X Russell 2000 Covered Call & Growth ETF (RYLG) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Russell 2000 BuyWrite V2 Index.

Overview

ETF tracking Global X Russell 2000 Covered Call & Growth ETF

Category Small Cap
Issuer Other
Inception Date 2022-10-05
Market Cap $8.1M
Average Volume N/A
Dividend Yield 21.37%
52-Week Range $18.15 - $27.57
VWAP $22.36

Performance

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Investment Summary

📎 Investment Objective

The Global X Russell 2000 Covered Call & Growth ETF (RYLG) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Russell 2000 BuyWrite V2 Index.

🎯 Investment Strategy

The fund invests in the component securities of the underlying index and employs a 'covered call' strategy, writing (selling) call options on the underlying index. This strategy aims to generate additional income from the option premiums received, while still allowing the fund to participate in the upside potential of the underlying small-cap stocks.

✨ Key Features

  • Provides exposure to a portfolio of small-cap U.S. stocks with a covered call overlay
  • Seeks to generate income from option premiums in addition to capital appreciation
  • Tracks the Cboe Russell 2000 BuyWrite V2 Index, which represents a 'buy-write' strategy on the Russell 2000 Index
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Equity risk: The fund is subject to the risks associated with the underlying equity securities, including market, sector, and small-cap risks
  • Covered call risk: The covered call strategy may limit the upside potential of the underlying stocks if the options are exercised
  • Liquidity risk: The fund may experience lower trading volume or illiquidity, which could impact the ability to buy or sell shares
  • Tracking error risk: The fund may not perfectly track the performance of the underlying index

👤 Best For

The Global X Russell 2000 Covered Call & Growth ETF may be suitable for investors seeking exposure to small-cap U.S. stocks with a focus on generating additional income through a covered call strategy. This fund may be appropriate for investors with a moderate risk tolerance who are looking to potentially enhance the yield of their small-cap equity allocation.