See what your fund actually adds
Global X U.S. 500 Income Edge ETF EDGX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | EDGX | Replication |
|---|---|---|
| Annualized growth | 22.0% | 23.2% |
| Annualized volatility | 11.8% | 12.6% |
| Sharpe ratio | 1.75 | 1.72 |
| Maximum drawdown | 6.8% | 6.6% |
| Replication fit (R²) | 0.98 · Tracking error 1.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model EDGX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOO | US Large Cap | 38.2% |
| VUG | Style · Growth | 32.3% |
| WTMF | Alternatives · Mgt Futures | 15.0% |
| VTV | Style · Value | 8.5% |
| SPHQ | Factor · Quality | 5.9% |