ULTI vs. EDGE
ULTI (REX IncomeMax Option Strategy ETF) and EDGE (MRBL Enhanced Equity ETF) are both Derivative Income funds. Both are actively managed. A 0.52 correlation means they provide meaningful diversification when combined. ULTI charges 1.25%/yr vs 0.74%/yr for EDGE.
Performance
ULTI vs. EDGE - Performance Comparison
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Returns By Period
In the year-to-date period, ULTI achieves a 43.46% return, which is significantly higher than EDGE's 9.19% return.
ULTI
- 1D
- -3.05%
- 1M
- 12.53%
- YTD
- 43.46%
- 6M
- 22.97%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EDGE
- 1D
- -0.24%
- 1M
- 3.49%
- YTD
- 9.19%
- 6M
- 10.97%
- 1Y
- 28.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ULTI vs. EDGE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ULTI REX IncomeMax Option Strategy ETF | 43.46% | -38.31% |
EDGE MRBL Enhanced Equity ETF | 9.19% | 2.47% |
Correlation
The correlation between ULTI and EDGE is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 3, 2025 | 0.52 |
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Return for Risk
ULTI vs. EDGE — Risk / Return Rank
ULTI
EDGE
ULTI vs. EDGE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX IncomeMax Option Strategy ETF (ULTI) and MRBL Enhanced Equity ETF (EDGE). 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.
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Sharpe Ratios by Period
| ULTI | EDGE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.31 | 1.06 | -1.36 |
Drawdowns
ULTI vs. EDGE - Drawdown Comparison
The maximum ULTI drawdown since its inception was -41.74%, which is greater than EDGE's maximum drawdown of -20.66%. Use the drawdown chart below to compare losses from any high point for ULTI and EDGE.
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Drawdown Indicators
| ULTI | EDGE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.74% | -20.66% | -21.08% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.01% | — |
Current DrawdownCurrent decline from peak | -11.50% | -0.24% | -11.26% |
Average DrawdownAverage peak-to-trough decline | -28.13% | -2.85% | -25.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.69% | — |
Volatility
ULTI vs. EDGE - Volatility Comparison
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Volatility by Period
| ULTI | EDGE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.80% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.08% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 62.43% | 11.28% | +51.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.43% | 15.95% | +46.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.43% | 15.95% | +46.48% |
ULTI vs. EDGE - Expense Ratio Comparison
ULTI has a 1.25% expense ratio, which is higher than EDGE's 0.74% expense ratio.
Dividends
ULTI vs. EDGE - Dividend Comparison
ULTI's dividend yield for the trailing twelve months is around 42.53%, while EDGE has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
EDGE MRBL Enhanced Equity ETF | 0.00% | 0.00% |
ULTI REX IncomeMax Option Strategy ETF | 42.53% | 14.96% |
Frequently Asked Questions
ULTI and EDGE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EDGE is cheaper at 0.74% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EDGE is cheaper with a 0.74% expense ratio, compared with 1.25% for ULTI.
ULTI has the higher dividend yield at 42.53%, compared with 0.00% for EDGE.
They also come from different issuers: REX Shares and MRBL. Their fees differ too: 1.25% for ULTI and 0.74% for EDGE.
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