XRMI vs. BFOR ETF Comparison

Comparison of Global X S&P 500 (XRMI) to Barron's 400 (BFOR)
XRMI

Global X S&P 500

XRMI Description

Global X Funds - Global X S&P 500 Risk Managed Income ETF is an exchange traded fund launched and managed by Global X Management Company LLC. The fund invests in the public equity markets of the United States. It takes long and short positions to invest directly and through derivatives such as options in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Cboe S&P 500 Risk Managed Income Index, by using full replication technique. Global X Funds - Global X S&P 500 Risk Managed Income ETF was formed on August 25, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$19.05

Average Daily Volume

11,172

Number of Holdings *

496

* may have additional holdings in another (foreign) market
BFOR

Barron's 400

BFOR Description The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$72.09

Average Daily Volume

2,966

Number of Holdings *

385

* may have additional holdings in another (foreign) market
Performance
Period XRMI BFOR
30 Days 1.77% 5.06%
60 Days 5.41% 10.67%
90 Days 1.60% 9.38%
12 Months 9.57% 32.09%
149 Overlapping Holdings
Symbol Grade Weight in XRMI Weight in BFOR Overlap
AAPL C 7.16% 0.25% 0.25%
ACGL A 0.09% 0.24% 0.09%
ADBE F 0.48% 0.24% 0.24%
ADP A 0.23% 0.24% 0.23%
ADSK B 0.12% 0.25% 0.12%
AFL A 0.11% 0.25% 0.11%
AIZ B 0.02% 0.25% 0.02%
AKAM D 0.03% 0.25% 0.03%
ALL A 0.1% 0.24% 0.1%
AMAT C 0.34% 0.26% 0.26%
AMP A 0.09% 0.26% 0.09%
AMZN C 3.74% 0.25% 0.25%
ANET A 0.21% 0.26% 0.21%
AOS C 0.02% 0.27% 0.02%
APA F 0.02% 0.25% 0.02%
APD C 0.14% 0.26% 0.14%
APH D 0.17% 0.25% 0.17%
AXON A 0.06% 0.25% 0.06%
AXP A 0.31% 0.25% 0.25%
BKNG B 0.28% 0.26% 0.26%
BKR B 0.07% 0.26% 0.07%
BLDR C 0.05% 0.25% 0.05%
BR B 0.05% 0.24% 0.05%
BRO A 0.05% 0.24% 0.05%
CAT A 0.38% 0.27% 0.27%
CBOE B 0.05% 0.24% 0.05%
CCL C 0.04% 0.25% 0.04%
CEG A 0.17% 0.32% 0.17%
CF A 0.03% 0.26% 0.03%
CHD D 0.06% 0.24% 0.06%
CHTR D 0.06% 0.23% 0.06%
CINF A 0.05% 0.24% 0.05%
CL D 0.18% 0.24% 0.18%
CME A 0.16% 0.25% 0.16%
CMG C 0.17% 0.24% 0.17%
COST C 0.84% 0.24% 0.24%
CPAY A 0.04% 0.25% 0.04%
CPRT B 0.1% 0.26% 0.1%
CTAS C 0.14% 0.24% 0.14%
CTSH B 0.08% 0.24% 0.08%
DECK B 0.05% 0.25% 0.05%
DHI C 0.12% 0.24% 0.12%
DOV C 0.05% 0.25% 0.05%
DRI C 0.04% 0.25% 0.04%
DVA C 0.02% 0.24% 0.02%
DVN F 0.05% 0.24% 0.05%
EA D 0.08% 0.24% 0.08%
EBAY A 0.07% 0.24% 0.07%
ECL C 0.14% 0.25% 0.14%
EG A 0.03% 0.25% 0.03%
EOG B 0.15% 0.25% 0.15%
EXPE B 0.03% 0.27% 0.03%
FANG D 0.07% 0.24% 0.07%
FAST C 0.09% 0.25% 0.09%
FDS C 0.03% 0.25% 0.03%
FDX F 0.13% 0.22% 0.13%
FFIV B 0.02% 0.25% 0.02%
FITB C 0.06% 0.25% 0.06%
FMC C 0.02% 0.26% 0.02%
FOX B 0.01% 0.26% 0.01%
FSLR C 0.05% 0.26% 0.05%
FTNT A 0.1% 0.25% 0.1%
GDDY B 0.05% 0.25% 0.05%
GL C 0.02% 0.24% 0.02%
GOOGL B 1.96% 0.26% 0.26%
HES D 0.08% 0.25% 0.08%
HIG A 0.08% 0.25% 0.08%
HOLX D 0.04% 0.24% 0.04%
HSY D 0.06% 0.23% 0.06%
HUBB A 0.04% 0.26% 0.04%
HWM A 0.09% 0.25% 0.09%
IBM A 0.42% 0.25% 0.25%
IPG D 0.02% 0.25% 0.02%
IQV F 0.08% 0.24% 0.08%
ISRG C 0.35% 0.24% 0.24%
IT A 0.08% 0.24% 0.08%
JKHY A 0.02% 0.24% 0.02%
JNJ D 0.8% 0.24% 0.24%
JPM C 1.24% 0.25% 0.25%
KLAC B 0.22% 0.26% 0.22%
KMB D 0.1% 0.24% 0.1%
LEN C 0.09% 0.25% 0.09%
LLY D 1.51% 0.23% 0.23%
MA A 0.84% 0.25% 0.25%
MCO D 0.16% 0.24% 0.16%
META A 2.58% 0.26% 0.26%
MLM F 0.06% 0.25% 0.06%
MMM C 0.16% 0.25% 0.16%
MOH F 0.04% 0.23% 0.04%
MPC D 0.11% 0.25% 0.11%
MPWR B 0.09% 0.25% 0.09%
MRO B 0.03% 0.24% 0.03%
MSFT D 6.68% 0.24% 0.24%
MSI A 0.16% 0.25% 0.16%
MTB A 0.06% 0.25% 0.06%
NFLX A 0.64% 0.25% 0.25%
NRG A 0.04% 0.28% 0.04%
NTAP D 0.06% 0.25% 0.06%
NTRS B 0.04% 0.25% 0.04%
NVDA B 6.32% 0.26% 0.26%
NVR C 0.05% 0.25% 0.05%
ODFL F 0.08% 0.25% 0.08%
OKE A 0.11% 0.23% 0.11%
ON F 0.06% 0.26% 0.06%
ORCL A 0.55% 0.24% 0.24%
PANW B 0.23% 0.24% 0.23%
PAYC D 0.02% 0.24% 0.02%
PAYX B 0.09% 0.24% 0.09%
PEP F 0.48% 0.24% 0.24%
PGR B 0.31% 0.24% 0.24%
PH A 0.17% 0.25% 0.17%
PHM C 0.07% 0.25% 0.07%
PLTR A 0.15% 0.25% 0.15%
PODD C 0.03% 0.24% 0.03%
PYPL A 0.16% 0.27% 0.16%
QCOM D 0.39% 0.25% 0.25%
RCL B 0.09% 0.26% 0.09%
REGN D 0.22% 0.22% 0.22%
RJF B 0.05% 0.25% 0.05%
RL B 0.02% 0.26% 0.02%
RMD C 0.08% 0.23% 0.08%
ROL C 0.03% 0.24% 0.03%
ROST D 0.1% 0.24% 0.1%
SNA C 0.03% 0.25% 0.03%
SO A 0.21% 0.25% 0.21%
SPGI C 0.34% 0.24% 0.24%
SYF A 0.04% 0.26% 0.04%
SYK C 0.25% 0.24% 0.24%
SYY D 0.08% 0.25% 0.08%
TDY A 0.04% 0.25% 0.04%
TGT C 0.15% 0.25% 0.15%
TJX D 0.28% 0.24% 0.24%
TMUS A 0.2% 0.25% 0.2%
TRGP A 0.08% 0.24% 0.08%
TSCO A 0.06% 0.25% 0.06%
UAL A 0.04% 0.28% 0.04%
UHS D 0.03% 0.24% 0.03%
URI C 0.11% 0.26% 0.11%
V B 0.94% 0.23% 0.23%
VLTO A 0.05% 0.24% 0.05%
VRSN C 0.03% 0.25% 0.03%
WEC B 0.06% 0.24% 0.06%
WFC B 0.38% 0.25% 0.25%
WMB A 0.12% 0.24% 0.12%
WRB C 0.03% 0.23% 0.03%
XOM A 1.06% 0.25% 0.25%
XYL C 0.07% 0.25% 0.07%
ZBH F 0.05% 0.25% 0.05%
ZTS C 0.18% 0.25% 0.18%
XRMI Overweight 347 Positions Relative to BFOR
Symbol Grade Weight
BRK.A B 1.72%
AVGO B 1.7%
GOOG B 1.63%
TSLA C 1.48%
UNH B 1.11%
PG D 0.84%
HD A 0.82%
WMT A 0.73%
ABBV C 0.7%
MRK F 0.6%
KO C 0.57%
BAC B 0.55%
CRM B 0.55%
AMD C 0.54%
CVX B 0.51%
TMO D 0.48%
LIN C 0.47%
MCD A 0.45%
CSCO A 0.44%
ACN B 0.43%
GE B 0.42%
ABT C 0.41%
VZ C 0.39%
TXN C 0.39%
PM D 0.39%
NOW B 0.38%
INTU F 0.37%
DHR D 0.36%
NEE C 0.36%
AMGN D 0.35%
DIS D 0.35%
PFE D 0.34%
RTX A 0.33%
UBER C 0.33%
GS B 0.32%
T B 0.32%
CMCSA B 0.32%
UNP F 0.31%
LOW C 0.31%
HON C 0.28%
ETN B 0.27%
BLK A 0.27%
MS A 0.26%
VRTX D 0.25%
ELV F 0.25%
LMT A 0.25%
COP D 0.25%
BSX A 0.25%
MDT C 0.24%
C B 0.24%
PLD D 0.24%
MMC D 0.23%
AMT D 0.23%
ADI B 0.23%
BX C 0.23%
GILD A 0.22%
NKE D 0.22%
MU D 0.22%
LRCX D 0.22%
CB A 0.22%
SBUX B 0.22%
MDLZ D 0.21%
INTC D 0.21%
DE C 0.21%
BMY A 0.21%
CI D 0.2%
SCHW D 0.2%
UPS D 0.2%
BA F 0.19%
MO D 0.19%
KKR A 0.19%
TT A 0.19%
DUK C 0.19%
ICE A 0.19%
SHW C 0.18%
EQIX C 0.17%
AON A 0.16%
HCA C 0.16%
CDNS D 0.16%
CVS D 0.16%
WM B 0.16%
TDG A 0.16%
SNPS F 0.16%
FCX B 0.15%
USB C 0.15%
ITW C 0.15%
PNC C 0.15%
GD C 0.15%
NOC B 0.15%
WELL C 0.15%
NEM C 0.14%
CARR A 0.14%
CSX D 0.14%
CRWD D 0.14%
BDX C 0.14%
GEV A 0.14%
AJG C 0.13%
NXPI F 0.13%
SLB D 0.13%
MCK F 0.13%
ORLY A 0.13%
O C 0.12%
COF A 0.12%
TFC D 0.12%
ROP D 0.12%
PSA C 0.12%
ABNB D 0.12%
PSX D 0.12%
HLT A 0.12%
EMR B 0.12%
MAR A 0.12%
PCAR D 0.11%
CCI D 0.11%
JCI C 0.11%
GM D 0.11%
TRV B 0.11%
AEP C 0.11%
SRE C 0.11%
NSC C 0.11%
BK A 0.11%
PEG A 0.1%
D A 0.1%
MET A 0.1%
DLR C 0.1%
AIG C 0.1%
SPG A 0.1%
AZO D 0.1%
OTIS A 0.09%
MCHP F 0.09%
GIS C 0.09%
F D 0.09%
MSCI B 0.09%
PRU B 0.09%
A B 0.09%
KMI A 0.09%
VLO F 0.09%
RSG D 0.09%
CMI A 0.09%
PCG C 0.09%
PWR A 0.09%
GWW B 0.09%
KVUE C 0.09%
TEL D 0.09%
FICO C 0.09%
LHX A 0.09%
FIS A 0.09%
IRM B 0.08%
DD C 0.08%
MNST D 0.08%
ED C 0.08%
CBRE C 0.08%
VRSK D 0.08%
VST A 0.08%
IR A 0.08%
STZ D 0.08%
YUM C 0.08%
IDXX D 0.08%
DOW B 0.08%
KR C 0.08%
KDP C 0.08%
EW F 0.08%
GEHC C 0.08%
AME C 0.08%
CTVA A 0.08%
CNC F 0.08%
EXC C 0.08%
EXR D 0.08%
PPG D 0.07%
HPQ B 0.07%
VMC D 0.07%
DAL C 0.07%
DELL C 0.07%
EFX D 0.07%
AVB C 0.07%
VICI C 0.07%
OXY D 0.07%
EIX C 0.07%
HUM F 0.07%
DFS A 0.07%
GLW C 0.07%
NUE D 0.07%
XEL C 0.07%
EQR C 0.06%
DTE B 0.06%
WTW C 0.06%
VTR C 0.06%
IFF D 0.06%
DXCM F 0.06%
KHC F 0.06%
CAH B 0.06%
MTD C 0.06%
ADM F 0.06%
ROK D 0.06%
KEYS B 0.06%
GRMN D 0.06%
ETR A 0.06%
LULU D 0.06%
CDW D 0.06%
NDAQ C 0.06%
AWK D 0.06%
BIIB F 0.06%
CSGP F 0.06%
WAB A 0.06%
TER C 0.05%
LDOS A 0.05%
WDC C 0.05%
STE D 0.05%
SMCI F 0.05%
ATO A 0.05%
MRNA F 0.05%
PTC B 0.05%
EL D 0.05%
FE C 0.05%
ES D 0.05%
TYL D 0.05%
AEE A 0.05%
TTWO D 0.05%
SW C 0.05%
WY C 0.05%
PPL C 0.05%
LYB B 0.05%
TROW D 0.05%
STT A 0.05%
FTV C 0.05%
HPE B 0.05%
HAL D 0.05%
SBAC C 0.05%
ANSS D 0.05%
GPN F 0.05%
STLD C 0.04%
LUV B 0.04%
LYV A 0.04%
EXPD D 0.04%
PKG B 0.04%
SWK C 0.04%
AVY D 0.04%
ULTA D 0.04%
CNP B 0.04%
MAA D 0.04%
MAS C 0.04%
WBD F 0.04%
APTV D 0.04%
ESS D 0.04%
PFG A 0.04%
WAT B 0.04%
CFG C 0.04%
GPC D 0.04%
BAX D 0.04%
CLX C 0.04%
EQT C 0.04%
BBY C 0.04%
RF B 0.04%
DG F 0.04%
WST D 0.04%
BALL C 0.04%
J F 0.04%
STX C 0.04%
CMS A 0.04%
INVH D 0.04%
OMC C 0.04%
HBAN B 0.04%
MKC C 0.04%
ARE D 0.04%
K B 0.04%
ERIE A 0.03%
BXP B 0.03%
EMN C 0.03%
REG C 0.03%
POOL D 0.03%
NDSN C 0.03%
JNPR C 0.03%
KMX F 0.03%
TECH D 0.03%
SJM D 0.03%
DPZ D 0.03%
JBHT D 0.03%
HST D 0.03%
CE D 0.03%
VTRS D 0.03%
L C 0.03%
CPT C 0.03%
UDR C 0.03%
AES C 0.03%
EVRG C 0.03%
TRMB B 0.03%
ENPH F 0.03%
BG F 0.03%
LVS B 0.03%
IEX D 0.03%
LNT B 0.03%
NI A 0.03%
PNR C 0.03%
CAG D 0.03%
KEY B 0.03%
IP C 0.03%
KIM C 0.03%
TXT F 0.03%
ALGN D 0.03%
AMCR C 0.03%
DGX D 0.03%
DOC C 0.03%
DLTR F 0.03%
ZBRA B 0.03%
TSN D 0.03%
SWKS F 0.03%
CTRA D 0.03%
IVZ A 0.02%
BWA C 0.02%
MHK C 0.02%
GNRC B 0.02%
WYNN B 0.02%
MOS F 0.02%
CRL F 0.02%
HII F 0.02%
NCLH C 0.02%
CZR B 0.02%
HRL F 0.02%
MKTX B 0.02%
MGM D 0.02%
QRVO F 0.02%
PNW C 0.02%
DAY C 0.02%
ALB D 0.02%
FOXA B 0.02%
MTCH B 0.02%
HAS A 0.02%
TFX C 0.02%
HSIC D 0.02%
CPB D 0.02%
TAP D 0.02%
ALLE A 0.02%
NWSA D 0.02%
LKQ F 0.02%
INCY B 0.02%
LW D 0.02%
TPR B 0.02%
SOLV C 0.02%
EPAM F 0.02%
CTLT A 0.02%
CHRW C 0.02%
JBL C 0.02%
NWS D 0.01%
PARA F 0.01%
WBA F 0.01%
BEN F 0.01%
BBWI F 0.01%
FRT D 0.01%
XRMI Underweight 236 Positions Relative to BFOR
Symbol Grade Weight
LEU A -0.35%
POWL B -0.31%
IESC A -0.3%
ACMR D -0.29%
SCCO B -0.29%
VRT B -0.28%
USLM C -0.28%
CRS B -0.28%
CORT B -0.28%
ONTO B -0.28%
MOD B -0.28%
NEWT D -0.27%
CSWI A -0.27%
SLVM C -0.27%
WMS D -0.27%
DOCS A -0.27%
HLNE A -0.27%
ALSN A -0.27%
SIG C -0.27%
APP A -0.27%
NRP A -0.27%
AGX A -0.27%
IBP C -0.27%
ITT C -0.27%
BELFB A -0.27%
AAON A -0.27%
STRL B -0.27%
VITL C -0.27%
CMPO B -0.27%
FLEX B -0.27%
FIX A -0.27%
MWA A -0.26%
CBT B -0.26%
YELP D -0.26%
GGG C -0.26%
CW A -0.26%
APOG B -0.26%
IDCC A -0.26%
SKWD A -0.26%
MCRI B -0.26%
FIZZ F -0.26%
MANH A -0.26%
EME B -0.26%
YOU C -0.26%
ATR A -0.26%
WLDN B -0.26%
WWD C -0.26%
DFH C -0.26%
HCI B -0.26%
FOUR A -0.26%
ARLP A -0.26%
BL D -0.26%
CSL A -0.26%
TRN C -0.26%
RMBS F -0.26%
TPL A -0.26%
SHOO A -0.26%
PLAB D -0.26%
IBKR A -0.26%
ADMA A -0.26%
BBW A -0.26%
CROX C -0.26%
HY D -0.26%
APO A -0.26%
HWKN B -0.26%
PPC C -0.26%
FN B -0.26%
WTS C -0.26%
AIT B -0.26%
ERII C -0.26%
WSM C -0.26%
PEGA B -0.26%
FSS D -0.26%
IPAR D -0.26%
TXRH A -0.26%
USAP C -0.26%
BOOT B -0.26%
LPX C -0.26%
CEIX B -0.26%
ANF D -0.26%
LNTH C -0.25%
MGY B -0.25%
IRMD B -0.25%
FTDR B -0.25%
OFG D -0.25%
SKX B -0.25%
HCKT D -0.25%
BRC C -0.25%
BMRN F -0.25%
CACI A -0.25%
SUM F -0.25%
LNN C -0.25%
HNI B -0.25%
BMI A -0.25%
NOG D -0.25%
UFPT D -0.25%
SFM A -0.25%
CNO B -0.25%
IMMR D -0.25%
VAL F -0.25%
HRMY D -0.25%
OSIS C -0.25%
WING C -0.25%
TPH C -0.25%
NYT C -0.25%
EWBC B -0.25%
DBX C -0.25%
LRN D -0.25%
TCMD C -0.25%
TBBK A -0.25%
ASC D -0.25%
RNR A -0.25%
UTHR C -0.25%
CVLT B -0.25%
MPLX B -0.25%
SBR C -0.25%
ORRF C -0.25%
INGR B -0.25%
MLI B -0.25%
MHO C -0.25%
DAKT D -0.25%
TW A -0.25%
QLYS F -0.25%
INSW B -0.25%
PCTY C -0.25%
ACIW A -0.25%
FTI B -0.25%
AWI A -0.25%
TOL C -0.25%
DT B -0.25%
THR F -0.25%
ZM B -0.25%
FBP B -0.25%
COLL A -0.25%
DCI B -0.25%
HOG D -0.25%
YETI C -0.25%
MLR B -0.25%
DY C -0.25%
OII D -0.25%
NSSC F -0.25%
FC C -0.25%
GRBK C -0.25%
HRTG D -0.25%
UNM A -0.25%
UPWK D -0.25%
EXP C -0.25%
CRUS D -0.24%
AX D -0.24%
NIC D -0.24%
CWCO F -0.24%
PTGX C -0.24%
QCRH C -0.24%
WABC F -0.24%
AMAL B -0.24%
IBOC D -0.24%
UTI F -0.24%
TILE C -0.24%
VEEV C -0.24%
LKFN D -0.24%
CNA D -0.24%
RGA B -0.24%
TDW F -0.24%
SRCE D -0.24%
MTDR D -0.24%
BY D -0.24%
EPD A -0.24%
NEU F -0.24%
LOPE D -0.24%
SSNC C -0.24%
FULT D -0.24%
OTTR F -0.24%
JWN D -0.24%
CASY D -0.24%
AMPY D -0.24%
DKS D -0.24%
XPEL D -0.24%
FCF D -0.24%
PFBC D -0.24%
HRB C -0.24%
WDAY D -0.24%
CQP D -0.24%
THC D -0.24%
HEI C -0.24%
MSA F -0.24%
FCNCA D -0.24%
LII C -0.24%
FCN C -0.24%
REVG D -0.24%
COKE C -0.24%
AMPH C -0.24%
ET A -0.24%
G A -0.24%
NOV F -0.24%
TEX F -0.24%
PLMR A -0.24%
EGY D -0.24%
MBIN C -0.24%
TRIN C -0.24%
WHD A -0.24%
KNSL B -0.24%
LAUR C -0.24%
SM D -0.24%
OZK D -0.24%
MCB B -0.24%
OSBC D -0.23%
MEDP F -0.23%
PAY D -0.23%
NBIX F -0.23%
CUBI F -0.23%
KOS F -0.23%
RBA D -0.23%
EXEL B -0.23%
DFIN B -0.23%
HESM C -0.23%
IBCP D -0.23%
FMBH D -0.23%
COOP B -0.23%
PEBO F -0.23%
MBWM D -0.23%
CHDN C -0.23%
TGTX D -0.23%
VIRT B -0.23%
CPRX C -0.23%
STBA D -0.23%
BURL C -0.23%
CASH C -0.23%
WES B -0.23%
BFC D -0.23%
BLBD D -0.23%
HALO D -0.22%
CHWY C -0.22%
WFRD F -0.22%
LNW F -0.21%
SIGA F -0.21%
TH F -0.18%
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