Global X U.S. 500 Income Edge ETF
$27.040.00 (−0.01%)
- 0.50%
- $8M
- 0M sh
- $27.15
- low $23.26high $27.78
The ETF.net EDGX Grade
B
Score 65 out of 100
- 5 of 24
Score 65 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A96 out of 100Rank 2 of 24Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B62 out of 100Rank 8 of 24Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C40 out of 100Rank 16 of 24Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D35 out of 100Rank 14 of 16Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.D33 out of 100Rank 19 of 24
Our read on EDGX
BGlobal X's 2026 entry in the crowded S&P-500-style covered call field: active weekly call writing on a 500-stock US index, a stated 9% annualized distribution rate target, and a fee under the category median.
The fund seeks current income and exposure to the Solactive GBS United States 500 Index. It is actively managed and generates weekly income by writing call options.
Why people hold it
- At 0.50% a year it undercuts the typical S&P 500 options-income fund, where the median is 0.60%, so less of the premium collected leaks out in fees.
- Actively managed rather than rules-locked: it writes calls weekly against exposure to the Solactive GBS United States 500 Index, so strikes and coverage aren't fixed by a rulebook.
- The payout policy is stated up front: a 9% annualized distribution rate target (a target, not a floor), funded by weekly option premium.
Worth knowing
- Cheaper than the median, not the price leader: IVVW (0.25%) and GPIX (0.35%) run large-cap options-income strategies for less.
- A February 2026 launch, so the live record is short and, like most new funds, it began with a small asset base and light trading.
- Selling calls trades away part of a rally, and premium income rises and falls with volatility, so income and upside both move with the market.
EDGX Holdings
- Stocks
- 4
- 100%
- BKLC
Geography
- United States100.00%
EDGX Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
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EDGX$10,317
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | EDGX |
|---|---|
| Year to date | — |
| 1 month | +2.0% |
| 3 months | +3.2% |
| 1 year | — |
| 3 years | — |
| 5 years | — |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | EDGX |
|---|---|---|
| 2026 YTD | +13.8% |
EDGX in the news
Category Review
The largest alternatives fund has no one-year record
EDGX Dividends
- $0.05 per share
- Weekly
Distribution data unavailable.
Distribution history
EDGX Risk
- —
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- —
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- —
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.90
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
EDGX Cost
0.50%
EDGX0.50%
- The middle half of Other Index Option Income funds
- Median 0.73%
1 of the 24 Other Index Option Income funds charge less.
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