EDGX vs. BPH

Last updated Jul 17, 2026

EDGX (Global X U.S. 500 Income Edge ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - EDGX is a Derivative Income fund tracking the Solactive GBS United States 500 Index, while BPH is a Energy Equities fund actively managed by Precidian. EDGX is passively managed, while BPH is actively managed. At a correlation of -0.19, they often move in opposite directions.

Performance

EDGX vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X U.S. 500 Income Edge ETF (EDGX) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EDGX

• 1D: -0.35%
• 1M: 0.23%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: -0.20%
• 1M: -0.63%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EDGX vs. BPH - Yearly Performance Comparison

	2026 (YTD)
EDGX Global X U.S. 500 Income Edge ETF	0.97%
BPH BP p.l.c. ADRhedged ETF	-3.53%

Correlation

The correlation between EDGX and BPH is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.19

Return for Risk

EDGX vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X U.S. 500 Income Edge ETF (EDGX) and BP p.l.c. ADRhedged ETF (BPH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

EDGX vs. BPH - Drawdown Comparison

The maximum EDGX drawdown since its inception was -7.56%, smaller than the maximum BPH drawdown of -15.58%. Use the drawdown chart below to compare losses from any high point for EDGX and BPH.

Drawdown Indicators

	EDGX	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-7.56%	-15.58%	+8.02%
Current Drawdown Current decline from peak	-0.73%	-6.78%	+6.05%
Average Drawdown Average peak-to-trough decline	-1.52%	-6.73%	+5.21%

Volatility

Volatility by Period

	EDGX	BPH	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.25%	28.00%	-14.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.25%	28.00%	-14.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.25%	28.00%	-14.75%

Dividends

EDGX vs. BPH - Dividend Comparison

EDGX's dividend yield for the trailing twelve months is around 3.50%, more than BPH's 0.52% yield.

Position	TTM
BPH BP p.l.c. ADRhedged ETF	0.52%
EDGX Global X U.S. 500 Income Edge ETF	3.50%

Frequently Asked Questions

Can I hold both EDGX and BPH in my portfolio?

EDGX and BPH have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF pays a higher dividend yield, EDGX or BPH?

EDGX has the higher dividend yield at 3.50%, compared with 0.52% for BPH.

What is the main difference between EDGX and BPH?

EDGX is categorized as Derivative Income, while BPH is Energy Equities. They also come from different issuers: Global X and Precidian.