Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

DUBS vs XRMI: which paid, and which earned it?

Over the year XRMI paid 12.1% of its price in cash against DUBS’s 2.3%, though DUBS returned more with it reinvested.

Aptus Large Cap Enhanced Yield ETF and Global X S&P 500 Risk Managed Income ETF.

2.3%DUBS cash paid, 1 year
12.1%XRMI cash paid, 1 year
+20.3%DUBS total return, 1 year
+10.3%XRMI total return, 1 year

ETFIQ Return Stability Score: DUBS scores higher

Was the payout funded by returns, or by your own capital?

DUBS 94XRMI 43.43.8, the lowest in this set96.8, the highest

A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed

DUBS3.7 pts ahead of SPY · 1 year to Sep 18, 2026
SPY+16.6%DUBS+20.3%3.7 pts ahead of SPYTotal return, distributions reinvestedSPY+16.6%DUBS+20.3%3.7 pts ahead of SPY
XRMI6.3 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%XRMI+10.3%12.1% of it arrived as cash6.3 pts behind SPYTotal return, distributions reinvestedSPY+16.6%XRMI+10.3%6.3 pts behind SPY

What they hold in common

By the books each fund has filed, DUBS and XRMI hold 0% of their money in the same securities at the same weight.

Only in each
Only in DUBSOnly in XRMI
State Street SPDR Portfolio S& 74.61%NVIDIA CORP 8.27%
BNY Mellon US Large Cap Core E 25.28%APPLE INC 7.54%
TREASURY BILL 0.11%MICROSOFT CORP 5.63%
AMAZON.COM INC 3.82%
ALPHABET INC-CL A 3.15%
BROADCOM INC 2.61%
ALPHABET INC-CL C 2.50%
META PLATFORMS INC 2.26%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 18, 2026.

Performance, window by window

DUBS and XRMI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
DUBSXRMIDUBSXRMIDUBSXRMI
3 months+3.2%+3.5%0.5%3.0%+1.0 pts+1.2 pts
6 months+20.3%+8.9%1.2%6.3%+2.3 pts−9.1 pts
1 year+20.3%+10.3%2.3%12.1%+3.7 pts−6.3 pts
3 years+80.1%+27.2%9.1%33.3%+1.7 pts−51.2 pts
Since launch+84.4%+17.0%9.3%43.8%+2.4 pts−66.1 pts
Open the live comparison on ETFIQ
DUBS and XRMI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
DUBS
Aptus Large Cap Enhanced Yield ETF
Option income on SPY, paying quarterly
XRMI
Global X S&P 500 Risk Managed Income ETF
Option income on SPY, paying monthly
IssuerAptusGlobal X
Strategyoption incomeoption income
BenchmarkS&P 500 (SPY)S&P 500 (SPY)
Paysquarterlymonthly
Payout rate, annualized2.1%12.3%
Expense ratio0.40%0.60%
Cash paid, 1 year2.3%12.1%
Price change, 1 year+17.6%−2.4%
Total return, 1 year+20.3%+10.3%
Benchmark return, 1 year+16.6%+16.6%
Ahead or behind+3.7 pts−6.3 pts
Return of capital, latest estimatenot published95%
Age1192 days1849 days
Net assets$353m$60m

DUBS in plain words

Over the year to Sep 18, 2026, DUBS paid 2.3% of its starting value in cash distributions while its price rose 17.6%. With every distribution reinvested, the fund returned +20.3%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was ahead by 3.7 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 2.1%, paid quarterly.

XRMI in plain words

Over the year to Sep 18, 2026, XRMI paid 12.1% of its starting value in cash distributions while its price fell 2.4%. With every distribution reinvested, the fund returned +10.3%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 6.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 12.3%, paid monthly. Global X estimates that 95% of the distribution paid Aug 27, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

Questions people ask

Which paid more, DUBS or XRMI?
Over the year to Sep 18, 2026, DUBS paid 2.3% of its starting price in cash and XRMI paid 12.1%, so XRMI paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, DUBS or XRMI?
With every distribution reinvested, DUBS returned +20.3% and XRMI returned +10.3% over the year to Sep 18, 2026, so DUBS returned more.
Which is cheaper, DUBS or XRMI?
DUBS charges 0.40% a year and XRMI charges 0.60%, so DUBS is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DUBS against XRMI, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DUBS against XRMI, data as of Sep 18, 2026. https://etfiq.com/compare/income/dubs-vs-xrmi Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources