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Upturn AI SWOT - About
Global X NASDAQ 100® Collar 95-110 ETF (QCLR)
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Upturn Advisory Summary
03/27/2025: QCLR (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 30.95% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1364 | Beta 0.55 | 52 Weeks Range 24.95 - 30.42 | Updated Date 04/2/2025 |
52 Weeks Range 24.95 - 30.42 | Updated Date 04/2/2025 |
Upturn AI SWOT
Global X NASDAQ 100® Collar 95-110 ETF
ETF Overview
Overview
The Global X NASDAQ 100u00ae Collar 95-110 ETF (QYLD) seeks to generate income by implementing a collar strategy on the NASDAQ-100 Index. It involves buying put options to limit downside risk and selling call options to generate income, potentially limiting upside participation.
Reputation and Reliability
Global X is a well-established ETF provider known for its innovative and income-generating ETF offerings. They have a solid track record.
Management Expertise
Global X has a dedicated team of investment professionals with experience in options trading and ETF management.
Investment Objective
Goal
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 (BXNT).
Investment Approach and Strategy
Strategy: The ETF implements a collar strategy, buying put options to protect against downside risk and selling call options to generate income.
Composition The ETF's composition primarily consists of the NASDAQ-100 index stocks, alongside options contracts (puts and calls) related to the index.
Market Position
Market Share: QYLD's market share within the covered call ETF segment is significant, but not dominant, as other larger covered call ETFs exist.
Total Net Assets (AUM): 798000000
Competitors
Key Competitors
- JEPI
- XYLD
- RYLD
Competitive Landscape
The covered call ETF market is competitive. QYLD differentiates itself with its focus on the NASDAQ-100 index, but faces competition from funds with different underlying assets or option strategies. QYLD offers more downside protection in exchange for potentially capped upside, which its competitors may or may not provide. JEPI is actively managed, unlike QYLD.
Financial Performance
Historical Performance: QYLD's historical performance is characterized by consistent monthly income generation, but it may lag the NASDAQ-100's total return in strong bull markets.
Benchmark Comparison: QYLD's performance should be compared to the BXNT index. It will likely underperform the NASDAQ-100 index during strong upward trends due to the capped upside.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
QYLD's average trading volume is relatively high, indicating good liquidity.
Bid-Ask Spread
QYLD's bid-ask spread is generally tight, reflecting good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
QYLD's performance is influenced by the volatility of the NASDAQ-100, interest rates, and the demand for income-generating assets.
Growth Trajectory
QYLD's growth depends on the continued interest in covered call strategies and the performance of the NASDAQ-100. There is a trend for high yield ETFs to gather new investor capital.
Moat and Competitive Advantages
Competitive Edge
QYLD's competitive edge lies in its consistent income generation through a defined options strategy on the NASDAQ-100. Its collar strategy provides some downside protection, making it appealing to income-seeking investors concerned about market volatility. The ETF's straightforward approach is easily understood by investors. It simplifies options trading for those unfamiliar with advanced strategies.
Risk Analysis
Volatility
QYLD's historical volatility is lower than the NASDAQ-100 index due to the downside protection from put options.
Market Risk
QYLD is still subject to market risk, especially related to the NASDAQ-100. Its income generation is dependent on the options market, which can fluctuate. The upside is capped.
Investor Profile
Ideal Investor Profile
QYLD is suitable for income-seeking investors, retirees, or those looking for current income from their investments. Investors with a neutral or slightly bearish outlook on the NASDAQ-100 may find it attractive.
Market Risk
QYLD is best for long-term investors seeking income and potentially willing to sacrifice some capital appreciation for consistent cash flow.
Summary
QYLD is an income-generating ETF that employs a collar strategy on the NASDAQ-100 index, offering downside protection but potentially limiting upside gains. It is suited for income-seeking investors who prioritize consistent cash flow over high growth. It is less volatile than the NASDAQ-100. It's relatively high expense ratio should be considered. Investors should be aware of the potential for underperformance compared to the underlying index in strong bull markets.
Similar Companies
DIVO
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DIVO
Amplify CWP Enhanced Dividend Income ETF
JEPI
JPMorgan Equity Premium Income ETF
JEPI
JPMorgan Equity Premium Income ETF
RYLD
Global X Russell 2000 Covered Call
RYLD
Global X Russell 2000 Covered Call
XYLD
Global X S&P 500® Covered Call ETF
XYLD
Global X S&P 500® Covered Call ETF
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Consult with a financial advisor before making any investment decisions. Market share data is an estimate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X NASDAQ 100® Collar 95-110 ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of the Nasdaq-100 Quarterly Collar 95-110 Index (underlying index). The underlying index measures the performance of a risk management strategy that holds the underlying stocks of the NASDAQ 100® Index and applies an options collar strategy (i.e., a mix of short (sold) call options and long (purchased) put options) on the NASDAQ 100® Index. The fund is non-diversified.
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