EDGX vs. IBIC

Last updated Jun 4, 2026

EDGX (Global X U.S. 500 Income Edge ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - EDGX is a Derivative Income fund tracking the Solactive GBS United States 500 Index, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. Both are passively managed. At a correlation of -0.57, they often move in opposite directions.

Performance

EDGX vs. IBIC - 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 iShares iBonds Oct 2026 Term TIPS ETF (IBIC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EDGX

• 1D: -0.49%
• 1M: 4.73%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IBIC

• 1D: 0.02%
• 1M: 0.27%
• YTD: 2.37%
• 6M: 2.51%
• 1Y: 4.54%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EDGX vs. IBIC - Yearly Performance Comparison

	2026 (YTD)
EDGX Global X U.S. 500 Income Edge ETF	10.16%
IBIC iShares iBonds Oct 2026 Term TIPS ETF	1.99%

Correlation

The correlation between EDGX and IBIC is -0.57, 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 Feb 19, 2026	-0.57

Return for Risk

EDGX vs. IBIC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBIC

IBIC Risk / Return Rank: 98
IBIC Sharpe Ratio Rank: 97
IBIC Sortino Ratio Rank: 98
IBIC Omega Ratio Rank: 98
IBIC Calmar Ratio Rank: 98
IBIC Martin Ratio Rank: 98

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EDGX vs. IBIC - 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 iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.

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

Sharpe Ratios by Period

	EDGX	IBIC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	5.05	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.05	3.49	-0.44

Drawdowns

EDGX vs. IBIC - Drawdown Comparison

The maximum EDGX drawdown since its inception was -7.56%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for EDGX and IBIC.

Drawdown Indicators

	EDGX	IBIC	Difference
Max Drawdown Largest peak-to-trough decline	-7.56%	-0.90%	-6.66%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.26%	—
Current Drawdown Current decline from peak	-0.49%	-0.13%	-0.36%
Average Drawdown Average peak-to-trough decline	-1.50%	-0.10%	-1.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.07%	—

Volatility

Volatility by Period

	EDGX	IBIC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.33%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.67%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.10%	0.90%	+12.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.10%	1.58%	+11.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.10%	1.58%	+11.52%

Dividends

EDGX vs. IBIC - Dividend Comparison

EDGX's dividend yield for the trailing twelve months is around 2.43%, less than IBIC's 3.59% yield.

Position	TTM	2025	2024	2023
EDGX Global X U.S. 500 Income Edge ETF	2.43%	0.00%	0.00%	0.00%
IBIC iShares iBonds Oct 2026 Term TIPS ETF	3.59%	4.43%	4.65%	0.83%

Frequently Asked Questions

Can I hold both EDGX and IBIC in my portfolio?

EDGX and IBIC have a correlation of -0.57, 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 IBIC?

IBIC has the higher dividend yield at 3.59%, compared with 2.43% for EDGX.

What is the main difference between EDGX and IBIC?

EDGX is categorized as Derivative Income, while IBIC is Inflation-Protected Bonds. EDGX tracks Solactive GBS United States 500 Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Global X and iShares.