Rating
Sector Rating
Recommendation *
Avoid
Neutral
Fair
Quality
Rating Breakdown
Avg.
Relative Strength
The relative strength of a dividend stock indicates whether the stock is uptrending or not. The major determining factor in this rating is whether the stock is trading close to its 52-week-high.
Overall Yield Attractiveness
If a stock’s yield is above or near the market average then it will be rated higher within this parameter. High dividend yields (usually over 10%) should be considered extremely risky, while low dividend yields (1% or less) are simply not very beneficial to long-term investors.
Dividend Reliability
A stock’s dividend reliability is determined by a healthy payout ratio that is higher than other stocks. A company that pays out close to half its earnings as dividends and retains the other half of earnings has ample room to grow its business and pay out more dividends in the future.
Dividend Uptrend
A stock’s Dividend Uptrend rating is dependent on the company’s price-to-earnings (P/E) ratio to evaluate whether or not a stock’s dividend is likely to trend upward. If a stock is valued near, or slightly below the market average, research has shown that the market expects the stock’s dividend to increase.
Earnings Growth
A stock’s Earnings Growth rating evaluates a company’s expected EPS for the current financial year and compares it to next financial year’s expected EPS. Stocks with single-digit growth estimates will have a higher rating than others, as our research has shown that well-established dividend-paying companies have modest earnings growth estimates.
Global X S&P 500 Covered Call ETF
Name
As of 12/01/2023Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
Vitals
YTD Return
7.3%
1 yr return
5.6%
3 Yr Avg Return
4.4%
5 Yr Avg Return
2.8%
Net Assets
$2.85 B
Holdings in Top 10
31.1%
52 WEEK LOW AND HIGH
$39.0
$37.59
$41.45
Expenses
OPERATING FEES
Expense Ratio 0.60%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover N/A
Redemption Fee N/A
Min Investment
Standard (Taxable)
N/A
IRA
N/A
Fund Classification
Fund Type
Exchange Traded Fund
Name
As of 12/01/2023Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
XYLD - Profile
Distributions
- YTD Total Return 7.3%
- 3 Yr Annualized Total Return 4.4%
- 5 Yr Annualized Total Return 2.8%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 0.80%
- Dividend Yield 8.2%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameGlobal X S&P 500 Covered Call ETF
-
Fund Family NameGlobal X Funds
-
Inception DateJun 21, 2013
-
Shares Outstanding36161748
-
Share ClassN/A
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerNam To
Fund Description
The Fund invests at least 80% of its total assets in the securities of the CBOE S&P 500 BuyWrite Index (the "Underlying Index"). The Fund's 80% investment policy is non-fundamental and requires 60 days prior written notice to shareholders before it can be changed.
The Underlying Index is comprised of two parts: (1) all the equity securities in the S&P 500® Index (the "Reference Index") in substantially similar weight as the Reference Index; and (2) short (written) call options on up to 100% of the S&P 500® Index.
The Reference Index is a float-adjusted market capitalization weighted index containing equity securities of 500 industrial, information technology, utility and financial companies amongst other GICS® sectors, regarded as generally representative of the U.S. stock market. A float-adjusted market capitalization weighted index weights each index component according to its market capitalization, using the number of shares that are readily available for purchase on the open market.
The Underlying Index measures the performance of a hypothetical portfolio that employs a covered call strategy. A covered call strategy is generally considered to be an investment strategy in which an investor buys a security, and sells (or "writes") a call option on that security in an attempt to generate more income. Each time the Fund writes a covered call option, the Fund receives a payment of money from the investor who buys the option from the Fund, which is called the premium. If the value of the Fund's call option that it has written declines because of a decline in the value of the S&P 500 Index, the premium that the Fund received for writing the covered call option offsets this loss to some extent.
The premium paid by the buyer of the option provides income in addition to the security's dividends or other distributions. The Underlying Index consists of long positions in companies in the Reference Index and a single at-the-money call option written on the S&P 500 Index. An "at-the-money" call option is a call option with a strike price that is near to the market price of the underlying asset (in this case, the market price of a share of the S&P 500 Index). These options are written (sold) systematically on the monthly option writing date of the Underlying Index.
Generally, in return for the option premium, the Fund gives the purchaser of the call option either (1) the right to buy the security from the Fund at a specified exercise (or "strike") price, or (2) the right to receive a cash payment equal to any positive difference between the value of the security and the exercise price on or before the expiration date of the option. The Fund writes options that are the second variety such that the options give the option purchasers the rights to receive cash payments equal to any positive differences between the values of the securities and the exercise prices on the expiration dates of the options. The Fund writes a single "at-the-money" call option, which is when the strike price is near to the market price of the underlying asset, as determined on the monthly option writing date of the Underlying Index in accordance with the Underlying Index methodology. The Fund's covered call options may partially protect the Fund from a decline in the price of the Reference Index through means of the premiums received by the Fund. However, when the equity market is rallying rapidly, the Underlying Index is expected to underperform the Reference Index.
There can be no assurance, however, that the Underlying Index will perform as expected. The options in the Underlying Index will be traded on national options exchanges. Long positions in the equity securities of the Underlying Index are, in accordance with the Underlying Index's methodology, indexed to the Reference Index, which includes rebalancing quarterly for share updates and on an as-needed basis to account for corporate actions and market developments. Options positions in the Underlying Index are written on up to 100% of the S&P 500 Index and are rebalanced monthly, as well as on an as-needed basis to account for corporate actions and market developments. As of December 31, 2022, the S&P 500 Index included common stocks of companies with a market capitalization range of between approximately $6.5 billion and $2.9 trillion.
The Underlying Index is sponsored by S&P Dow Jones Indices LLC (the "Index Provider"), which is an organization that is independent of, and unaffiliated with, the Fund and Global X Management Company LLC, the investment adviser for the Fund ("Adviser"). The Index Provider maintains, calculates and publishes information regarding the Underlying Index.
The Adviser uses a "passive" or indexing approach to try to achieve the Fund's investment objective. Unlike many investment companies, the Fund does not try to "outperform" the Underlying Index and does not seek temporary defensive positions when markets decline or appear overvalued.
The Fund generally will use a replication strategy. A replication strategy is an indexing strategy that involves investing in the securities of the Underlying Index in approximately the same proportions as in the Underlying Index. However, the Fund may utilize a representative sampling strategy with respect to the Underlying Index when a replication strategy might be detrimental to shareholders, such as when there are practical difficulties or substantial costs involved in compiling a portfolio of equity securities to follow the Underlying Index, in instances in which a security in the Underlying Index becomes temporarily illiquid, unavailable or less liquid, or as a result of legal restrictions or limitations (such as tax diversification requirements) that apply to the Fund but not the Underlying Index.
The Adviser expects that, over time, the correlation between the Fund's performance and that of the Underlying Index, before fees and expenses, will exceed 95%. A correlation percentage of 100% would indicate perfect correlation. If the Fund uses a replication strategy, it can be expected to have greater correlation to the Underlying Index than if it uses a representative sampling strategy.
The Fund concentrates its investments (i.e., hold 25% or more of its total assets) in a particular industry or group of industries to approximately the same extent that the Underlying Index is concentrated. As of December 31, 2022, the Underlying Index had significant exposure to the information technology sector.
XYLD - Performance
Return Ranking - Trailing
| Period | XYLD Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 7.3% | -2.8% | 240.8% | 77.08% |
| 1 Yr | 5.6% | -4.3% | 140.6% | 39.57% |
| 3 Yr | 4.4%* | -8.3% | 18.3% | 59.62% |
| 5 Yr | 2.8%* | -5.0% | 17.3% | 36.44% |
| 10 Yr | 5.2%* | -4.6% | 13.2% | N/A |
* Annualized
Return Ranking - Calendar
| Period | XYLD Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2022 | -22.1% | -34.1% | 904.0% | 92.34% |
| 2021 | 8.9% | -28.6% | 438.4% | 26.59% |
| 2020 | -8.4% | -93.5% | 8.2% | 62.07% |
| 2019 | 14.3% | -38.9% | 19.8% | 28.68% |
| 2018 | -11.9% | -10.9% | 12.8% | 33.98% |
Total Return Ranking - Trailing
| Period | XYLD Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 7.3% | -2.7% | 244.0% | 75.49% |
| 1 Yr | 5.6% | -4.3% | 140.6% | 36.52% |
| 3 Yr | 4.4%* | -8.3% | 18.3% | 54.49% |
| 5 Yr | 2.8%* | -5.4% | 17.3% | 33.90% |
| 10 Yr | 5.2%* | -4.6% | 13.2% | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | XYLD Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2022 | -12.1% | -34.1% | 904.0% | 92.34% |
| 2021 | 19.6% | -5.9% | 438.4% | 27.17% |
| 2020 | -6.7% | -81.2% | 8.2% | 73.10% |
| 2019 | 21.1% | -29.0% | 19.8% | 37.21% |
| 2018 | -6.1% | -10.9% | 12.8% | 54.37% |
XYLD - Holdings
Concentration Analysis
| XYLD | Category Low | Category High | XYLD % Rank | |
|---|---|---|---|---|
| Net Assets | 2.85 B | 25 | 17.4 B | 31.09% |
| Number of Holdings | 505 | 2 | 508 | 1.53% |
| Net Assets in Top 10 | 923 M | -6.66 M | 5.12 B | 59.92% |
| Weighting of Top 10 | 31.10% | 11.3% | 100.0% | 79.33% |
Top 10 Holdings
- APPLE INC COMMON STOCK 7.70%
- MICROSOFT CORP COMMON STOCK 6.62%
- AMAZON.COM INC COMMON STOCK 3.16%
- NVIDIA CORP COMMON STOCK 3.06%
- ALPHABET INC-CL A COMMON STOCK 2.09%
- TESLA INC COMMON STOCK 1.91%
- META PLATFORMS INC COMMON STOCK 1.86%
- ALPHABET INC-CL C COMMON STOCK 1.80%
- BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 1.66%
- UNITEDHEALTH GROUP INC COMMON STOCK 1.25%
Asset Allocation
| Weighting | Return Low | Return High | XYLD % Rank | |
|---|---|---|---|---|
| Stocks | 100.49% | -3.92% | 100.76% | 16.41% |
| Cash | 0.15% | -0.76% | 100.29% | 83.97% |
| Preferred Stocks | 0.00% | 0.00% | 3.08% | 42.37% |
| Convertible Bonds | 0.00% | 0.00% | 20.91% | 44.66% |
| Bonds | 0.00% | 0.00% | 97.96% | 48.09% |
| Other | -1.67% | 0.00% | 45.92% | 53.44% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | XYLD % Rank | |
|---|---|---|---|---|
| Technology | 24.52% | 0.00% | 44.43% | 53.36% |
| Healthcare | 14.58% | 0.00% | 25.91% | 44.54% |
| Financial Services | 13.39% | 0.00% | 29.60% | 67.65% |
| Consumer Cyclical | 10.85% | 0.00% | 19.02% | 36.13% |
| Communication Services | 8.88% | 0.00% | 21.22% | 38.66% |
| Industrials | 8.08% | 1.41% | 43.91% | 34.45% |
| Consumer Defense | 6.83% | 0.00% | 22.87% | 68.49% |
| Energy | 4.80% | 0.00% | 69.54% | 67.65% |
| Utilities | 2.91% | 0.00% | 13.35% | 48.32% |
| Real Estate | 2.70% | 0.00% | 9.74% | 26.47% |
| Basic Materials | 2.45% | 0.00% | 60.58% | 59.24% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | XYLD % Rank | |
|---|---|---|---|---|
| US | 100.49% | -3.89% | 100.00% | 16.03% |
| Non US | 0.00% | -2.17% | 99.33% | 37.02% |
XYLD - Expenses
Operational Fees
| XYLD Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.60% | 0.20% | 6.78% | 92.59% |
| Management Fee | 0.60% | 0.20% | 1.75% | 13.06% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.02% | 0.28% | N/A |
Sales Fees
| XYLD Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 4.75% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 1.00% | N/A |
Trading Fees
| XYLD Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| XYLD Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | N/A | 0.00% | 456.80% | 32.59% |
XYLD - Distributions
Dividend Yield Analysis
| XYLD | Category Low | Category High | XYLD % Rank | |
|---|---|---|---|---|
| Dividend Yield | 8.20% | 0.00% | 3.76% | 2.60% |
Dividend Distribution Analysis
| XYLD | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Monthly | Annually | Monthly | Annually |
Net Income Ratio Analysis
| XYLD | Category Low | Category High | XYLD % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.80% | -2.54% | 14.24% | 22.54% |
Capital Gain Distribution Analysis
| XYLD | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Nov 29, 2023 | $0.267 | OrdinaryDividend |
| Oct 31, 2023 | $0.384 | OrdinaryDividend |
| Sep 26, 2023 | $0.333 | OrdinaryDividend |
| Aug 29, 2023 | $0.380 | OrdinaryDividend |
| Aug 01, 2023 | $0.287 | OrdinaryDividend |
| Jun 28, 2023 | $0.327 | OrdinaryDividend |
| May 31, 2023 | $0.284 | OrdinaryDividend |
| May 02, 2023 | $0.376 | OrdinaryDividend |
| Mar 28, 2023 | $0.399 | OrdinaryDividend |
| Mar 01, 2023 | $0.408 | OrdinaryDividend |
| Jan 31, 2023 | $0.410 | OrdinaryDividend |
| Jan 09, 2023 | $0.382 | OrdinaryDividend |
| Nov 30, 2022 | $0.405 | OrdinaryDividend |
| Nov 01, 2022 | $0.401 | OrdinaryDividend |
| Sep 27, 2022 | $0.405 | OrdinaryDividend |
| Aug 30, 2022 | $0.434 | OrdinaryDividend |
| Jul 26, 2022 | $0.439 | OrdinaryDividend |
| Jun 29, 2022 | $0.422 | OrdinaryDividend |
| Jun 01, 2022 | $0.441 | OrdinaryDividend |
| Apr 26, 2022 | $0.495 | OrdinaryDividend |
| Mar 29, 2022 | $0.501 | OrdinaryDividend |
| Mar 02, 2022 | $0.484 | OrdinaryDividend |
| Feb 01, 2022 | $0.481 | OrdinaryDividend |
| Dec 01, 2021 | $0.365 | OrdinaryDividend |
| Oct 26, 2021 | $0.345 | OrdinaryDividend |
| Sep 28, 2021 | $0.370 | OrdinaryDividend |
| Aug 31, 2021 | $0.373 | OrdinaryDividend |
| Jul 27, 2021 | $0.337 | OrdinaryDividend |
| Jun 29, 2021 | $0.387 | OrdinaryDividend |
| Jun 02, 2021 | $0.333 | OrdinaryDividend |
| Apr 27, 2021 | $0.361 | OrdinaryDividend |
| Mar 30, 2021 | $0.420 | OrdinaryDividend |
| Mar 02, 2021 | $0.360 | OrdinaryDividend |
| Jan 27, 2021 | $0.476 | OrdinaryDividend |
| Jan 08, 2021 | $0.404 | OrdinaryDividend |
| Dec 02, 2020 | $0.449 | OrdinaryDividend |
| Oct 27, 2020 | $0.001 | OrdinaryDividend |
| Sep 29, 2020 | $0.001 | OrdinaryDividend |
| Jul 28, 2020 | $0.218 | OrdinaryDividend |
| Jun 30, 2020 | $0.209 | OrdinaryDividend |
| May 27, 2020 | $0.207 | OrdinaryDividend |
| Apr 28, 2020 | $0.203 | OrdinaryDividend |
| Mar 31, 2020 | $0.183 | OrdinaryDividend |
| Mar 03, 2020 | $0.260 | OrdinaryDividend |
| Jan 29, 2020 | $0.259 | OrdinaryDividend |
| Jan 08, 2020 | $0.256 | OrdinaryDividend |
| Nov 29, 2019 | $0.251 | OrdinaryDividend |
| Oct 31, 2019 | $0.245 | OrdinaryDividend |
| Oct 03, 2019 | $0.244 | OrdinaryDividend |
| Aug 29, 2019 | $0.242 | OrdinaryDividend |
| Aug 01, 2019 | $0.251 | OrdinaryDividend |
| Jul 05, 2019 | $0.244 | OrdinaryDividend |
| May 31, 2019 | $0.240 | OrdinaryDividend |
| May 02, 2019 | $0.245 | OrdinaryDividend |
| Mar 28, 2019 | $0.239 | OrdinaryDividend |
| Feb 28, 2019 | $0.235 | OrdinaryDividend |
| Jan 31, 2019 | $0.227 | OrdinaryDividend |
| Nov 27, 2018 | $0.233 | OrdinaryDividend |
| Oct 30, 2018 | $0.248 | OrdinaryDividend |
| Oct 02, 2018 | $0.262 | OrdinaryDividend |
| Aug 28, 2018 | $0.260 | OrdinaryDividend |
| Jul 31, 2018 | $0.256 | OrdinaryDividend |
| Jun 26, 2018 | $0.254 | OrdinaryDividend |
| May 29, 2018 | $0.251 | OrdinaryDividend |
| May 01, 2018 | $0.245 | OrdinaryDividend |
| Mar 27, 2018 | $0.249 | OrdinaryDividend |
| Feb 27, 2018 | $0.250 | OrdinaryDividend |
| Jan 30, 2018 | $0.259 | OrdinaryDividend |
| Dec 26, 2017 | $1.435 | OrdinaryDividend |
| Nov 28, 2017 | $0.067 | OrdinaryDividend |
| Oct 31, 2017 | $0.038 | OrdinaryDividend |
| Sep 26, 2017 | $0.060 | OrdinaryDividend |
| Aug 29, 2017 | $0.247 | OrdinaryDividend |
| Aug 01, 2017 | $0.054 | OrdinaryDividend |
| Jul 06, 2017 | $0.054 | OrdinaryDividend |
| Jun 08, 2017 | $0.077 | OrdinaryDividend |
| May 10, 2017 | $0.223 | OrdinaryDividend |
| Apr 05, 2017 | $0.062 | OrdinaryDividend |
| Mar 09, 2017 | $0.060 | OrdinaryDividend |
| Feb 08, 2017 | $0.227 | OrdinaryDividend |
| Jan 05, 2017 | $0.050 | OrdinaryDividend |
| Dec 08, 2016 | $0.077 | OrdinaryDividend |
| Nov 09, 2016 | $0.176 | OrdinaryDividend |
| Oct 05, 2016 | $0.199 | OrdinaryDividend |
| Sep 08, 2016 | $0.076 | OrdinaryDividend |
| Aug 03, 2016 | $0.032 | OrdinaryDividend |
| Jul 07, 2016 | $0.091 | OrdinaryDividend |
| Jun 09, 2016 | $0.267 | OrdinaryDividend |
| May 04, 2016 | $0.017 | OrdinaryDividend |
| Apr 07, 2016 | $0.074 | OrdinaryDividend |
| Mar 09, 2016 | $0.080 | OrdinaryDividend |
| Feb 04, 2016 | $0.335 | OrdinaryDividend |
| Jan 07, 2016 | $0.366 | OrdinaryDividend |
| Dec 10, 2015 | $0.085 | OrdinaryDividend |
| Nov 04, 2015 | $0.040 | OrdinaryDividend |
| Oct 07, 2015 | $0.396 | OrdinaryDividend |
| Sep 10, 2015 | $0.370 | OrdinaryDividend |
| Aug 05, 2015 | $0.058 | OrdinaryDividend |
| Jul 09, 2015 | $0.189 | OrdinaryDividend |
| Jun 04, 2015 | $0.071 | OrdinaryDividend |
| May 06, 2015 | $0.131 | OrdinaryDividend |
| Apr 09, 2015 | $0.069 | OrdinaryDividend |
| Mar 11, 2015 | $0.067 | OrdinaryDividend |
| Feb 05, 2015 | $0.194 | OrdinaryDividend |
| Jan 09, 2015 | $0.059 | OrdinaryDividend |
| Dec 11, 2014 | $0.183 | OrdinaryDividend |
| Nov 06, 2014 | $0.250 | OrdinaryDividend |
| Oct 08, 2014 | $0.171 | OrdinaryDividend |
| Sep 05, 2014 | $0.205 | OrdinaryDividend |
| Aug 06, 2014 | $0.036 | OrdinaryDividend |
| Jul 10, 2014 | $0.052 | OrdinaryDividend |
| Jun 06, 2014 | $0.080 | OrdinaryDividend |
| May 07, 2014 | $0.033 | OrdinaryDividend |
| Apr 09, 2014 | $0.046 | OrdinaryDividend |
| Mar 12, 2014 | $0.135 | OrdinaryDividend |
| Feb 06, 2014 | $0.020 | OrdinaryDividend |
| Jan 10, 2014 | $0.069 | OrdinaryDividend |
| Dec 06, 2013 | $0.065 | OrdinaryDividend |
| Nov 06, 2013 | $0.035 | OrdinaryDividend |
| Oct 11, 2013 | $0.050 | OrdinaryDividend |
| Sep 09, 2013 | $0.151 | OrdinaryDividend |
| Aug 09, 2013 | $0.039 | OrdinaryDividend |
XYLD - Fund Manager Analysis
Managers
Nam To
Start Date
Tenure
Tenure Rank
Oct 01, 2018
3.67
3.7%
Nam To, CFA, joined Global X Management Company LLC in July 2017 as a Portfolio Management Analyst. Mr. To has been a Portfolio Manager of the Fund since March 1, 2018. Previously, Mr. To was a Global Economics Research Analyst at Bunge Limited from 2014 through 2017 and an Advisory and Investment Analyst at Horizon Capital Group from June 2013 through August 2013. Mr. To received his Bachelor of Arts in Philosophy and Economics from Cornell University in 2014.
Wayne Xie
Start Date
Tenure
Tenure Rank
Mar 01, 2019
3.25
3.3%
Wayne Xie joined the Global X Management Company LLC in July 2018 as a Portfolio Management Associate. Previously, Mr. Xie was an Analyst at VanEck Associates on the Equity ETF Investment Management team from 2010 to 2018 and a Portfolio Administrator at VanEck Associates from 2007 to 2010. Mr. Xie received his BS in Business Administration from State University of New York at Buffalo.
Kimberly Chan
Start Date
Tenure
Tenure Rank
Jun 10, 2019
2.98
3.0%
Kimberly Chan is a Portfolio Management Associate. Previously, Ms. Chan was a US Associate Trader at Credit Agricole from 2016 to 2018, and an Investment Analyst at MetLife Investments from 2015 to 2016. Ms. Chan received her Bachelor of Science from New York University in 2015.
Vanessa Yang
Start Date
Tenure
Tenure Rank
Dec 31, 2020
1.41
1.4%
Vanessa Yang, Portfolio Management Associate, joined Global X Management Company LLC in 2016 as a Portfolio Administrator. She was appointed to the portfolio management team in June 2019. Previously, Ms. Yang was a Portfolio Administrator at VanEck Associates from 2011 to 2014. Ms. Yang received her MS in Financial Engineering from Drucker School of Management in 2010 and her BS in Economics from Guangdong University of Foreign Studies in 2008.
Sandy Lu
Start Date
Tenure
Tenure Rank
Mar 01, 2022
0.25
0.3%
Sandy Lu, CFA, Portfolio Manager, joined the Adviser in September 2021. Previously, Mr. Lu worked at PGIM Fixed Income from 2014 to 2021, where he led the portfolio analyst team covering Emerging Markets Debt. He began his career in 2010 as an Investment Analyst at Lincoln Financial Group. Mr. Lu graduated with a B.S. in Economics from the Wharton School of the University of Pennsylvania. He earned his CFA designation in September 2015, and holds the Series 3 license.
William Helm
Start Date
Tenure
Tenure Rank
Mar 01, 2022
0.25
0.3%
William Helm, CFA, Portfolio Manager, joined the Adviser in September 2021. Previously, Mr. Helm spent 14 years at Vanguard where he most recently served as an Equity Portfolio Manager and Trader. Previously, he held roles in Portfolio Review, Corporate Strategy and Corporate Finance. Mr. Helm received his BBA in Economics from Belmont University in 2007 and his MBA from Columbia Business School in 2020.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.04 | 19.77 | 3.61 | 5.67 |