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Data as of .

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

Over the year XPAY paid 19.9% of its price in cash against XRMI’s 12.1%, and returned more with it reinvested.

Roundhill S&P 500 Target 20 Managed Distribution ETF and Global X S&P 500 Risk Managed Income ETF.

19.9%XPAY cash paid, 1 year
12.1%XRMI cash paid, 1 year
+15.7%XPAY total return, 1 year
+10.3%XRMI total return, 1 year

ETFIQ Return Stability Score: XPAY scores higher

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

XPAY 50.3XRMI 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

XPAY0.9 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%XPAY+15.7%19.9% of it arrived as cash0.9 pts behind SPYTotal return, distributions reinvestedSPY+16.6%XPAY+15.7%19.9% as cash0.9 pts behind 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%12.1% cash6.3 pts behind SPY

What they hold in common

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

Only in each
Only in XPAYOnly in XRMI
SPY 02/12/2027 33.47 C 13.75%NVIDIA CORP 8.27%
SPY 07/16/2027 36.7 C 11.79%APPLE INC 7.54%
SPY 03/12/2027 33.67 C 11.51%MICROSOFT CORP 5.63%
SPY 04/16/2027 33.87 C 11.49%AMAZON.COM INC 3.82%
SPY 06/11/2027 37.11 C 10.07%ALPHABET INC-CL A 3.15%
SPY 01/15/2027 33.21 C 6.96%BROADCOM INC 2.61%
SPY 12/11/2026 33.1 C 6.40%ALPHABET INC-CL C 2.50%
SPY 09/10/2027 37.99 C 5.57%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 Sep 18, 2026.

Performance, window by window

XPAY and XRMI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
XPAYXRMIXPAYXRMIXPAYXRMI
3 months+2.0%+3.5%5.0%3.0%−0.3 pts+1.2 pts
6 months+17.8%+8.9%11.1%6.3%−0.2 pts−9.1 pts
1 year+15.7%+10.3%19.9%12.1%−0.9 pts−6.3 pts
3 yearsnot published+27.2%not published33.3%not published−51.2 pts
Since launch+34.7%+17.0%37.5%43.8%−2.3 pts−66.1 pts
Open the live comparison on ETFIQ
XPAY and XRMI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
XPAY
Roundhill S&P 500 Target 20 Managed Distribution ETF
Option income on SPY, paying monthly
XRMI
Global X S&P 500 Risk Managed Income ETF
Option income on SPY, paying monthly
IssuerRoundhillGlobal X
Strategyoption incomeoption income
BenchmarkS&P 500 (SPY)S&P 500 (SPY)
Paysmonthlymonthly
Payout rate, annualized20.8%12.3%
Expense ratio0.49%0.60%
Cash paid, 1 year19.9%12.1%
Price change, 1 year−5.8%−2.4%
Total return, 1 year+15.7%+10.3%
Benchmark return, 1 year+16.6%+16.6%
Ahead or behind−0.9 pts−6.3 pts
Return of capital, latest estimatenot published95%
Age687 days1849 days
Net assets$179m$60m

XPAY in plain words

Over the year to Sep 18, 2026, XPAY paid 19.9% of its starting value in cash distributions while its price fell 5.8%. With every distribution reinvested, the fund returned +15.7%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 0.9 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 20.8%, paid monthly.

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, XPAY or XRMI?
Over the year to Sep 18, 2026, XPAY paid 19.9% of its starting price in cash and XRMI paid 12.1%, so XPAY paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, XPAY or XRMI?
With every distribution reinvested, XPAY returned +15.7% and XRMI returned +10.3% over the year to Sep 18, 2026, so XPAY returned more.
Which is cheaper, XPAY or XRMI?
XPAY charges 0.49% a year and XRMI charges 0.60%, so XPAY 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.

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

How every figure is computed · Standards and sources