EDGX vs SPY
EDGX vs SPY
Global X US 500 Income Edge ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
EDGX has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | EDGX | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.00% | 0.09% | |
| AUM | $5M | $789.1B | |
| Dividend Yield | 3.17% | 1.01% | |
| Holdings | 5 | 505 | |
| YTD Return | +12.04% | +13.28% | |
| 1Y Return | - | +23.94% | |
| 3Y Return (annualized) | - | +21.07% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -7.6% | -56.5% | |
| Fund Family | Global X by mirae Asset | State Street Investment Management | |
| Category | Alternative | Equity | |
| Inception | Feb 17, 2026 | Jan 22, 1993 |
EDGX vs SPY Performance
Global X US 500 Income Edge ETF (EDGX) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, EDGX is up 12.04% versus a gain of 13.28% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.6% for EDGX and -56.5% for SPY. 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 SPY charges 0.09%. On a $10,000 position that is $0 vs $9 annually, a gap of $9 per year that compounds over a long holding period. On income, EDGX currently yields 3.17% against 1.01% for SPY.
Holdings Overlap
EDGX and SPY share 0 holdings out of 506 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 SPY?
EDGX has an expense ratio of 0.00% while SPY charges 0.09%. EDGX is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
What is the holdings overlap between EDGX and SPY?
EDGX and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, EDGX or SPY?
EDGX yields 3.17% while SPY yields 1.01%, so EDGX currently pays the higher dividend yield.
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