EDGX vs IVV
Global X US 500 Income Edge ETF vs iShares Core S&P 500 ETF
Quick Verdict
EDGX has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | EDGX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.00% | 0.03% | |
| AUM | $5M | $907.0B | |
| Dividend Yield | 3.88% | 1.10% | |
| Holdings | 6 | 508 | |
| YTD Return | +11.50% | +12.76% | |
| 1Y Return | - | +20.14% | |
| 3Y Return (annualized) | - | +21.69% | |
| 5Y Return (annualized) | - | +13.00% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -7.6% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 17, 2026 | May 15, 2000 |
EDGX vs IVV Performance
Global X US 500 Income Edge ETF (EDGX) 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, EDGX is up 11.50% versus a gain of 12.76% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.6% for EDGX 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
EDGX 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, EDGX currently yields 3.88% against 1.10% for IVV.
Holdings Overlap
EDGX and IVV share 0 holdings out of 508 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, EDGX or IVV?
EDGX has an expense ratio of 0.00% while IVV charges 0.03%. EDGX is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
What is the holdings overlap between EDGX and IVV?
EDGX and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, EDGX or IVV?
EDGX yields 3.88% while IVV yields 1.10%, so EDGX currently pays the higher dividend yield.
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