XRMI Review: Global X S&P 500 Risk Managed Income ETF - US
Global X S&P 500 Risk Managed Income ETF - US (XRMI) is a index based fund listed on the NYSE/NASDAQ. Below is our independent review using the Dependable Income Investing 13-factor scoring system, covering Fund Attributes, Risk, and Return — designed specifically for income-focused investors.
Fund Attributes 20% of overall score
Fund Attributes cover the foundational characteristics of XRMI: cost, company backing, track record, and size. These factors reflect the fund's stability and cost-efficiency.
Expense Ratio (25%)
Total expense ratio is 0.60% as listed on globalxetfs.com as of March 2026.
Fund Company Size (5%)
Global X ETFs manages approximately $115B in AUM listed worldwide as of August 2025 per globalxetfs.com/about.
Fund History (40%)
Inception date August 25 2021 - approximately 4.6 years of history rounding up to 5 years.
Fund AUM (30%)
Fund net assets are $42.70M as of March 13 2026 per globalxetfs.com - below the $100M threshold.
Risk 35% of overall score
Risk factors evaluate how XRMI manages volatility, diversification, and the nature of its underlying assets. These are critical for income investors who prioritise capital preservation.
Volatility
Lower volatility may indicate more stability — important for investors living off their income.
Beta is 0.31 vs SPY over period 2021-09-03 to 2026-03-16 (calculation result) - below 0.6 threshold so standalone volatility used. Annualized standalone volatility is 7.01% (weekly price data) - very low due to collar strategy capping both upside and downside.
Sector Diversification
Holding across more sectors reduces the impact of any single industry downturn.
Geographic Diversification
Exposure across geographies can reduce risk from any single country's economic conditions.
Fund Risk
The fund's overall risk profile, based on self-reported classifications where available.
Underlying Assets
What the fund actually holds — stocks, bonds, synthetics, or other funds — affects risk profile significantly.
See our full Risk analysis for XRMI — including analyst notes on volatility, diversification, and underlying assets.
View Plans →Return 45% of overall score
Return factors assess the income generation quality of XRMI: current yield, distribution consistency, price history, and payment frequency. This is the most heavily weighted category for income investors.
Yield
The current dividend yield, reflecting the annual income generated relative to fund price.
Yield Stability
How consistent the distribution amounts have been over time — critical for income investors who budget around payments.
Capital History
The fund's track record of price appreciation or depreciation, reflecting total return alongside income.
Distribution Frequency
How often the fund pays distributions — monthly payments are generally preferred by income investors.
Monthly distributions confirmed on globalxetfs.com - four years of monthly distributions running.
See our full Return analysis for XRMI — yield rating, distribution consistency score, and capital history.
View Plans →Our Review Methodology
Every fund reviewed on Dependable Income Investing is scored using our 13-factor Fund Report Card, organised into three weighted categories: Fund Attributes (20%), Risk (35%), and Return (45%). Each criterion is rated 1–5 by our analysts based on publicly available fund data.
We also calculate a Dependability Score — a weighted composite of six income-specific factors ranked by importance for retirement income investors: Yield Stability, Yield, Volatility, Capital History, Fund Risk, and Underlying Assets. This score is designed to answer the question income investors care about most: can I depend on this fund to pay me reliably?
Full scores, ratings, and analyst notes are available in the Dependable Income Investing app.
See our full scoring methodology →
Frequently Asked Questions About XRMI
What is XRMI's expense ratio?
Total expense ratio is 0.60% as listed on globalxetfs.com as of March 2026.
How long has XRMI been trading?
Inception date August 25 2021 - approximately 4.6 years of history rounding up to 5 years.
How large is XRMI by assets under management?
Fund net assets are $42.70M as of March 13 2026 per globalxetfs.com - below the $100M threshold.
Who manages XRMI?
Global X ETFs manages approximately $115B in AUM listed worldwide as of August 2025 per globalxetfs.com/about.
Where can I see the full XRMI review?
The complete 13-factor review — including all Risk and Return scores, analyst notes, and your Dependability Score — is available in the Dependable Income Investing app.
Does XRMI pay monthly dividends?
Monthly distributions confirmed on globalxetfs.com - four years of monthly distributions running. Full distribution history and yield stability score are available in the Dependable Income Investing app.
Is XRMI a high-volatility fund?
Beta is 0.31 vs SPY over period 2021-09-03 to 2026-03-16 (calculation result) - below 0.6 threshold so standalone volatility used. Annualized standalone volatility is 7.01% (weekly price data) - very low due to collar strategy capping both upside and downside. See the full volatility score and risk analysis in the Dependable Income Investing app.
How often does XRMI pay distributions?
Monthly distributions confirmed on globalxetfs.com - four years of monthly distributions running. Distribution consistency and yield stability ratings are available in the app.
See the Full XRMI Review
The Dependable Income Investing app gives you the complete picture: all 13 scoring factors, analyst notes, Dependability Score, and tools to compare XRMI against other income funds side by side.
View Plans →Also available: free fund comparison tools in the app.