EDGE vs IVV
MRBL Enhanced Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EDGE delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EDGE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.03% | |
| AUM | $10M | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 5 | 508 | |
| YTD Return | +13.89% | +13.80% | |
| 1Y Return | +25.37% | +23.01% | |
| 3Y Return (annualized) | - | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 11.9% | 15.1% | |
| Max Drawdown | -20.7% | -56.5% | |
| Fund Family | MRBL Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 21, 2025 | May 15, 2000 |
EDGE vs IVV Performance
MRBL Enhanced Equity ETF (EDGE) is a ETF from MRBL Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EDGE returned +25.37% while IVV returned +23.01%. Year to date, EDGE is up 13.89% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.9% for EDGE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.7% for EDGE and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EDGE charges 0.74% per year while IVV charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, EDGE currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
EDGE and IVV share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EDGE or IVV?
EDGE has an expense ratio of 0.74% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, EDGE or IVV?
Over the past year EDGE returned +25.37% vs +23.01% for IVV, so EDGE leads on 1-year performance. Over the longest common window we track (2 years), EDGE annualized +17.80% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EDGE or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.9% for EDGE. Worst drawdown: EDGE -20.7% vs IVV -56.5%.
Should I hold both EDGE and IVV?
EDGE and IVV have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EDGE and IVV?
EDGE and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, EDGE or IVV?
EDGE yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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