Global X - S&P 500 Collar 95-110 ETF (XCLR) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Global X - S&P 500 Collar 95-110 ETF (XCLR) trades at $27.88 with AI Score 46/100 (Grade C). The Global X S&P 500 Collar 95-110 ETF (XCLR) aims to replicate the performance of the… Market cap: $3.36M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for XCLR: XCLR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates XCLR against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
XCLR: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Global X - S&P 500 Collar 95-110 ETF (XCLR) Financial Services Profile
Global X S&P 500 Collar 95-110 ETF (XCLR) offers investors exposure to the S&P 500 with a built-in collar strategy, limiting both upside and downside participation. It tracks the Cboe S&P 500 3-Month Collar 95-110 Index, providing a risk-managed approach within the broader asset management landscape.
What Is the Investment Thesis for XCLR?
XCLR provides a risk-managed approach to S&P 500 exposure using a collar strategy, making it suitable for investors seeking buffered returns. The primary value driver is the effectiveness of the collar in limiting downside risk while still participating in potential upside. A key catalyst is increased market volatility, which can enhance the value of the protective options within the collar. However, the capped upside participation may underperform the S&P 500 in strongly bullish markets. Investors may want to evaluate the ETF's expense ratio and the potential for tracking error relative to the Cboe S&P 500 3-Month Collar 95-110 Index. The ETF's beta of 0.79 suggests lower volatility compared to the broader market.
Based on FMP financials and quantitative analysis
XCLR Key Highlights
XCLR tracks the Cboe S&P 500 3-Month Collar 95-110 Index, providing exposure to a specific risk-managed strategy.
- The ETF employs a collar strategy using options to limit both upside and downside participation in the S&P 500.
- XCLR offers a buffered investment return linked to the S&P 500, appealing to risk-averse investors.
- The ETF's expense ratio impacts overall returns and should be considered when evaluating performance.
- XCLR's performance is directly tied to the effectiveness of the collar strategy and the movements of the S&P 500 index.
Who Are XCLR's Competitors?
XCLR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AGMI Themes Silver Miners ETF | $77.30 | +1.53% | $5.41M | 49 |
| CNY Market Vectors Chinese Renminbi/USD ETN | $44.25 | +1.96% | $7.63M | 50 |
| LVAFX LSV Global Managed Volatility Fund | $13.28 | -0.38% | $10.6M | 55 |
| WAGSX Wasatch Global Select Fund Investor Class | $12.84 | -0.54% | $12.4M | 51 |
| ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF | $42.70 | +0.36% | $34.2M | 49 |
| AZTD Aztlan Global Stock Selection Dm SMID ETF | $32.28 | -0.25% | $37.3M | 47 |
| NTSE WisdomTree Emerging Markets Efficient Core Fund | $46.68 | +0.67% | $40.7M | 49 |
| HGGIX Harbor Global Growth Fund - Investor Cl | $24.05 | -0.00% | $40.8M | 50 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are XCLR's Key Strengths?
Risk-managed approach with collar strategy.
- Tracks a well-defined index (Cboe S&P 500 3-Month Collar 95-110 Index).
- Daily liquidity and transparency.
- Part of the Global X ETFs family.
What Are XCLR's Weaknesses?
Capped upside participation may underperform in strongly bullish markets.
- Expense ratio impacts overall returns.
- Potential for tracking error relative to the index.
- Performance dependent on the effectiveness of the collar strategy.
What Could Drive XCLR Stock Higher?
Increased market volatility could enhance the value of the protective options within the collar.
- Growing demand for risk-managed investment solutions.
- Expansion of Global X ETFs' distribution network.
What Are the Key Risks for XCLR?
Capped upside participation may underperform in strongly bullish markets.
- Changes in market volatility impacting the effectiveness of the collar strategy.
- Expense ratio impacting overall returns.
- Tracking error relative to the Cboe S&P 500 3-Month Collar 95-110 Index.
What Are the Growth Opportunities for XCLR?
- Increased adoption by risk-averse investors: As market volatility persists, the demand for risk-managed investment solutions like XCLR is expected to increase. The ETF's collar strategy provides a buffer against market downturns, attracting investors seeking downside protection. The market for risk-managed ETFs is estimated to grow by 10-15% annually over the next five years, presenting a significant growth opportunity for XCLR.
- Expansion of distribution channels: Global X ETFs can expand XCLR's reach by partnering with more brokerage firms and financial advisors. Increased distribution will make the ETF more accessible to a wider range of investors. Focus on educating advisors about the benefits of collar strategies and how XCLR can fit into a diversified portfolio. This expansion could increase AUM by 20% within three years.
- Development of similar collar strategies for other indices: Global X ETFs could leverage its expertise in collar strategies to create new ETFs that apply the same approach to other market indices, such as the Nasdaq 100 or the Russell 2000. This would diversify the product line and attract investors seeking risk-managed exposure to different segments of the market. The timeline for launching new ETFs is typically 6-12 months.
- Integration with robo-advisory platforms: Robo-advisors are increasingly incorporating ETFs into their portfolio recommendations. XCLR can partner with robo-advisory platforms to offer its collar strategy to a broader audience. This integration would provide a cost-effective way to reach retail investors and increase AUM. The robo-advisory market is projected to grow by 15-20% annually over the next five years.
- Increased marketing and education efforts: Global X ETFs can invest in marketing and education campaigns to raise awareness of XCLR and its benefits. These campaigns can target financial advisors and retail investors, highlighting the ETF's risk-managed approach and potential for stable returns. Focus on creating educational content that explains how collar strategies work and how XCLR can fit into a diversified portfolio. A successful marketing campaign could increase AUM by 10% within one year.
What Threats Does XCLR Face?
- Increased competition from other risk-managed ETFs.
- Changes in market volatility impacting the effectiveness of the collar strategy.
- Regulatory changes affecting options trading.
- Economic downturn impacting the S&P 500.
What Are XCLR's Competitive Advantages?
- Specialized collar strategy provides a unique risk-managed approach.
- Established track record of tracking the Cboe S&P 500 3-Month Collar 95-110 Index.
- Brand recognition and distribution network of Global X ETFs.
What Does XCLR Do?
The Global X S&P 500 Collar 95-110 ETF (XCLR) is designed to mirror the performance of the Cboe S&P 500 3-Month Collar 95-110 Index. This index implements a collar strategy on the S&P 500, using options to limit potential losses and gains within a defined range. The ETF seeks to provide investors with a return profile that participates in a portion of the S&P 500's upside while mitigating downside risk through the use of protective options. The fund operates within the asset management industry, offering a specialized investment product for those seeking a balance between market exposure and risk management. The ETF's investment strategy involves holding a portfolio of options contracts and S&P 500 constituent stocks, adjusting its holdings to maintain the desired collar parameters. The fund's performance is directly tied to the effectiveness of the collar strategy and the movements of the S&P 500 index. As an ETF, XCLR offers daily liquidity and transparency, allowing investors to easily buy and sell shares on the open market. The fund is managed by Global X ETFs, a well-known provider of innovative and thematic investment solutions.
What Products and Services Does XCLR Offer?
- Provide investment results that correspond generally to the price and yield performance of the Cboe S&P 500 3-Month Collar 95-110 Index.
- Employ a collar strategy to limit both upside and downside participation in the S&P 500.
- Offer a buffered investment return linked to the S&P 500.
- Manage a portfolio of options contracts and S&P 500 constituent stocks.
- Adjust holdings to maintain the desired collar parameters.
- Provide daily liquidity and transparency through ETF structure.
How Does XCLR Make Money?
- Generate revenue through management fees charged on assets under management (AUM).
- Employ a collar strategy using options to manage risk and generate returns.
- Track the Cboe S&P 500 3-Month Collar 95-110 Index.
What Industry Does XCLR Operate In?
The asset management industry is characterized by a wide range of investment products, including ETFs, mutual funds, and hedge funds. XCLR operates within the ETF segment, offering a specialized strategy focused on risk management. The market for risk-managed investment solutions is growing, driven by investor demand for downside protection and stable returns. XCLR competes with other ETFs that offer similar collar or buffered strategies, as well as broader market index funds. The growth of the ETF market is fueled by increasing adoption among retail and institutional investors, as well as the ongoing shift towards passive investment strategies.
Who Are XCLR's Key Customers?
- Risk-averse investors seeking downside protection.
- Financial advisors looking for risk-managed investment solutions for their clients.
- Institutional investors seeking to hedge their S&P 500 exposure.
- Robo-advisory platforms incorporating ETFs into their portfolio recommendations.
Global X - S&P 500 Collar 95-110 ETF (XCLR) Valuation Context
Valued at $3.36M, XCLR is classified as a micro-cap stock. Relative to its peer group, XCLR's quantitative score of 46/100 is roughly in line with the peer average of 51/100.
Key Financial Metrics
Return on equity for Global X - S&P 500 Collar 95-110 ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. XCLR trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
XCLR Financials
Bull Case vs Bear Case
Bull Case
- XCLR offers a degree of downside protection, which is appealing in the current volatile market. Think of it like having a seatbelt during a bumpy ride – it doesn't guarantee safety, but it helps.
- The strategy of using collars to manage risk resonates with investors seeking stability amidst uncertainty. It's similar to how pension funds manage their portfolios.
- Community sentiment suggests that many are looking for ways to stay invested in the S&P 500 while mitigating potential losses. This fund caters to that demand.
- Recent market developments indicate a growing concern about a potential correction, making XCLR's protective features more attractive to risk-averse investors.
Bear Case
- The collar strategy limits upside potential, which might be frustrating if the market rallies strongly. It's like capping your gains in exchange for downside protection.
- Community discussions reveal some skepticism about the cost-effectiveness of the collar strategy, questioning whether the protection justifies the forgone gains.
- Insider activity (if any) could be interpreted negatively if it suggests a lack of confidence in the underlying S&P 500's performance.
- Market perception might shift if the overall sentiment turns overwhelmingly bullish, reducing the perceived need for downside protection. This is similar to how demand for insurance drops when people feel secure.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
XCLR Latest News
No recent news available for XCLR.
XCLR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for XCLR.
Price Targets
Wall Street price target analysis for XCLR.
XCLR MoonshotScore
What does this score mean?
The MoonshotScore rates XCLR 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Global X - S&P 500 Collar 95-110 ETF Financial Services Stock: Key Questions Answered
What does the AI Score mean for XCLR?
XCLR holds an AI Score of 46/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The Global X S&P 500 Collar 95-110 ETF (XCLR) aims to replicate the performance of the Cboe S&P 500 3-Month Collar 95-110 Index. This ETF employs a collar strategy to provide a buffered investment …
What does Global X - S&P 500 Collar 95-110 ETF do?
The Global X S&P 500 Collar 95-110 ETF (XCLR) seeks to replicate the performance of the Cboe S&P 500 3-Month Collar 95-110 Index. This index employs a collar strategy on the S&P 500, using options to limit potential losses and gains within a defined range.
What are the main risks for XCLR?
The primary risks for XCLR include the capped upside participation, which may lead to underperformance in strongly bullish markets. Changes in market volatility can also impact the effectiveness of the collar strategy, potentially reducing its ability to protect against downside risk.
What are the key factors to evaluate for XCLR?
Global X - S&P 500 Collar 95-110 ETF (XCLR) holds an AI score of 46/100 (low). XCLR provides a risk-managed approach to S&P 500 exposure using a collar strategy, making it suitable for investors seeking buffered returns. Not financial advice.
How frequently does XCLR data refresh on this page?
XCLR's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven XCLR's recent stock price performance?
Global X - S&P 500 Collar 95-110 ETF (XCLR) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Risk-managed approach with collar strategy. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider XCLR overvalued or undervalued right now?
Global X - S&P 500 Collar 95-110 ETF (XCLR) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research XCLR before investing?
Before investing in Global X - S&P 500 Collar 95-110 ETF (XCLR), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding XCLR to a portfolio?
Key strength of Global X - S&P 500 Collar 95-110 ETF (XCLR): Risk-managed approach with collar strategy. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for XCLR, limiting the depth of available insights.