EDGQ vs IVV

EDGQ vs IVV
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Quick Verdict

EDGQ has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: EDGQHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricEDGQIVVWinner
Expense Ratio0.00%0.03%
AUM$10M$907.0B
Dividend Yield5.74%1.10%
Holdings5508
YTD Return+15.34%+12.71%
1Y Return-+21.89%
3Y Return (annualized)-+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)-15.1%
Max Drawdown-10.1%-56.5%
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionFeb 17, 2026May 15, 2000

EDGQ vs IVV Performance

Global X Nasdaq-100 Income Edge ETF (EDGQ) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, EDGQ is up 15.34% versus a gain of 12.71% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -10.1% for EDGQ and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

EDGQ charges 0.00% per year while IVV charges 0.03%. On a $10,000 position that is $0 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, EDGQ currently yields 5.74% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

EDGQ and IVV share 0 holdings out of 507 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, EDGQ or IVV?

EDGQ has an expense ratio of 0.00% while IVV charges 0.03%. EDGQ is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

What is the holdings overlap between EDGQ and IVV?

EDGQ and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, EDGQ or IVV?

EDGQ yields 5.74% while IVV yields 1.10%, so EDGQ currently pays the higher dividend yield.

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