미국 ETF/주식QYLDETF

Global X NASDAQ 100 Covered Call ETF 계산기

QYLD is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.Global X NASDAQ 100 Covered Call ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 Global X NASDAQ 100 Covered Call ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, Global X NASDAQ 100 Covered Call ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Income / Covered Call

QYLD

Global X NASDAQ 100 Covered Call ETF

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Price Chart

Global X NASDAQ 100 Covered Call ETF (QYLD) is an exchange-traded fund that provides investors with exposure to income generation through covered call and option strategies. It carries an expense ratio of 0.60%. The fund offers a dividend yield of approximately 11.82%. The portfolio holds 103 securities.

Category

Income / Covered Call

Dividend Yield

11.82%

Expense Ratio

0.6%

Holdings

103

Dividend History

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Top Holdings

1Nasdaq 100 Stocks + Covered Call Writing

Key Features

  • •Monthly dividends
  • •Covered call
  • •High income
  • •Limited upside

Advantages

  • •High monthly dividends
  • •Reduced volatility
  • •Bear market defense
  • •Regular cash flow

Risks

  • •Limited upside returns
  • •Potential principal loss
  • •Tax inefficiency
  • •Complex structure

Rebalancing Strategy

For retirement income; bear market preparation; 10-20% of total portfolio

Also Viewed ETFs

JEPI

JPMorgan Equity Premium Income ETF

ER 0.35%·Yield 7.28%

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

ER 0.35%·Yield 9.5%

Related Investment Guides

Covered Call ETF Guide | JEPI, JEPQ, QYLD Benefits and Risks

Advanced guide

Covered Call ETF Strategy | Using Monthly Income in a Portfolio

Advanced guide

QYLD Investment Analysis

QYLD (Global X NASDAQ 100 Covered Call ETF) is a Income / Covered Call ETF comprising 103 holdings. It has an expense ratio of 0.6% and a dividend yield of 11.82%. The expense ratio is relatively high, so consider costs relative to returns.

With a 11.82% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.

QYLD can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator →