- Issuer
- Global X
- Inception Date
- Feb 17, 2026
- Category
- Derivative Income
- Leveraged
- 1x (No leverage)
- Index Tracked
- Solactive GBS United States 500 Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $3M
Share Price Chart
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Performance
EDGX Performance Chart
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Returns By Period
Global X U.S. 500 Income Edge ETF
- 1D
- -2.40%
- 1M
- 0.68%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- -0.21%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- 23.05%
- 3Y*
- 19.90%
- 5Y*
- 11.79%
- 10Y*
- 13.33%
EDGX Monthly Returns History
Based on dividend-adjusted daily data since Feb 18, 2026, EDGX's average daily return is +0.11%, while the average monthly return is +1.65%. At this rate, an investment would double in approximately 3.5 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +9.7%, while the worst month was Mar 2026 at -4.2%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 1 months.
On a daily basis, EDGX closed higher 56% of trading days. The best single day was Mar 31, 2026 with a return of +2.6%, while the worst single day was Jun 5, 2026 at -2.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.08% | -4.17% | 9.68% | 4.73% | -2.07% | 7.89% |
Benchmark Metrics
Global X U.S. 500 Income Edge ETF has an annualized alpha of 3.73%, beta of 0.92, and R2 of 0.97 versus S&P 500 Index. Calculated based on daily prices since February 19, 2026.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.46%) than losses (81.93%) - typical of diversified or defensive assets.
- This ETF generated an annualized alpha of 3.73% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.92 and R2 of 0.97, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.73%
- Beta
- 0.92
- R²
- 0.97
- Upside Capture
- 89.46%
- Downside Capture
- 81.93%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Global X U.S. 500 Income Edge ETF (EDGX) and compare them to S&P 500 Index.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
Global X U.S. 500 Income Edge ETF provided a 2.49% dividend yield over the last twelve months, with an annual payout of $0.66 per share.
| Period | TTM |
|---|---|
| Dividend | $0.66 |
Dividend yield | 2.49% |
Monthly Dividends
The table displays the monthly dividend distributions for Global X U.S. 500 Income Edge ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.04 | $0.21 | $0.17 | $0.18 | $0.05 | $0.66 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Global X U.S. 500 Income Edge ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Global X U.S. 500 Income Edge ETF was 7.56%, occurring on Mar 30, 2026. Recovery took 10 trading sessions.
The current Global X U.S. 500 Income Edge ETF drawdown is 2.54%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 pullback2026 | -7.56%Mar 2026 | 1mo 2d | 15d | 1mo 17dFeb 2026 - Apr 2026 |
2026 pullback2026 | -2.54%Jun 2026 | 2d | — | 5d 12hJun 2026 - now |
2026 pullback2026 | -1.54%May 2026 | 4d | 3d | 7dMay 2026 - May 2026 |
2026 pullback2026 | -1.00%Feb 2026 | 0s | 2d | 2dFeb 2026 - Feb 2026 |
2026 pullback2026 | -0.84%Apr 2026 | 1d | 1d | 2dApr 2026 - Apr 2026 |
Drawdown Indicators
| EDGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.56% | -56.78% | +49.22% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -2.54% | -2.97% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -1.49% | -10.72% | +9.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.97% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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