Global X U.S. 500 Income Edge ETF
The ETF.net EDGX Grade
B
Score 67 out of 100
- 4 of 24
Score 67 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.A100 out of 100Rank 1 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.B60 out of 100Rank 11 of 24Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C43 out of 100Rank 17 of 24Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D36 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
In short
BIncome on a weekly clock. EDGX writes calls on part of a 500-stock US large-cap core, targets a 9% annualized distribution rate, and currently charges nothing: the 0.50% fee is waived to zero through March 1, 2027.
Stated mandate
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
Worth knowing
EDGX Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.
EDGX$10,171
Returns run to the Nov 2, 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 | −2.2% |
| 3 months | +1.7% |
| 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 | +10.5% |
EDGX in the news
EDGX Dividends
- $0.05 per share
- Weekly
Distribution data unavailable.
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.
FMP measures it over up to five years of monthly returns.
EDGX Cost
Cheapest in Other Index Option Income
$0
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
EDGX 0.00%
$0
Cost over time
Year by year
| Year | EDGX |
|---|---|
| 10 | $0 |
| 20 | $0 |
| 30 | $0 |
You pay 0.00%Waived by Global X 0.50%
Full fee 0.50% waiver 0.50% you pay 0.00%
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