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EDGE vs VBCG

Comparison between MRBL ENHANCED EQUITY ETF (EDGE, ETF) and VANGUARD TARGET MATURITY 2033 CORPORATE BOND ETF ETF SHARES (VBCG, ETF).

EDGE vs VBCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EDGE
$10M
Winner
VBCG
$11M
Expense Ratio
EDGE
0.74%
Winner
VBCG
0.08%
Max Drawdown
EDGE
20.66%
Winner
VBCG
2.74%
Sharpe Ratio
Winner
EDGE
1.35
VBCG
-0.49
5Y Beta
EDGE
0.67
Winner
VBCG
0.17

EDGE vs VBCG - Holdings Comparison

EDGE and VBCG have 0 common holdings. Overlap is 0.00%

EDGE's top 25 holdings weight is 9.35%. VBCG's top 25 holdings weight is 34.31%.

RankEDGEVBCG
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.35%
WELLS FARGO & CO. (n/a) - 2.90%
#2N/A
HSBC HOLDINGS PLC (n/a) - 2.27%
#3N/A
BANK OF AMERICA CORP. (n/a) - 2.23%
#4N/A
JPMORGAN CHASE & CO. (n/a) - 1.97%
#5N/A
MORGAN STANLEY (n/a) - 1.94%
#6N/A
SPACE EXPLORATION TECHNOLOGIES CORP. (n/a) - 1.49%
#7N/A
AMAZON.COM, INC. (n/a) - 1.35%
#8N/A
GOLDMAN SACHS GROUP, INC. (n/a) - 1.34%
#9N/A
BARCLAYS PLC (n/a) - 1.32%
#10N/A
AMGEN INC. (n/a) - 1.28%
#11N/A
AT&T INC (n/a) - 1.27%
#12N/A
PFIZER INVESTMENT ENTERPRISES PTE LTD. (n/a) - 1.24%
#13N/A
VERIZON COMMUNICATIONS INC. (n/a) - 1.24%
#14N/A
PNC FINANCIAL SERVICES GROUP INC. (n/a) - 1.23%
#15N/A
BROADCOM INC (n/a) - 1.19%
#16N/A
T-MOBILE USA, INC. (n/a) - 1.16%
#17N/A
ORACLE CORP. (n/a) - 1.08%
#18N/A
COMCAST CORPORATION (n/a) - 1.08%
#19N/A
CAPITAL ONE FINANCIAL CORP. (n/a) - 1.07%
#20N/A
CITIGROUP INC. (n/a) - 1.06%
#21N/A
META PLATFORMS INC (n/a) - 0.99%
#22N/A
BANCO SANTANDER SA (n/a) - 0.96%
#23N/A
BP CAPITAL MARKETS AMERICA, INC. (n/a) - 0.92%
#24N/A
NVIDIA CORP. (n/a) - 0.87%
#25N/A
PHILIP MORRIS INTERNATIONAL INC. (n/a) - 0.86%
Total Holdings1274

EDGE vs VBCG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EDGE
+1.08%
VBCG
-1.03%
3M
Winner
EDGE
+4.47%
VBCG
-1.21%
6M
EDGE
+7.89%
VBCG
N/A
1Y
EDGE
+20.92%
VBCG
N/A
Max(CAGR)
Winner
EDGE
+14.99%
VBCG
+1.53%

EDGE vs VBCG - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearEDGEVBCG
2026+8.97%+0.50%
2025+13.16%N/A

EDGE vs VBCG Drawdown Comparison

The maximum drawdown for EDGE was -20.66%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The maximum drawdown for VBCG was -1.90%, occurring on May 19, 2026. Recovery took 48 trading sessions.

The current EDGE drawdown is -2.10%. The current VBCG drawdown is -1.66%.

RankEDGEVBCG
#1-20.66%
Feb 19, 2025 - Jul 24, 2025
-1.90%
Apr 17, 2026 - Jun 26, 2026
#2-9.01%
Feb 9, 2026 - Apr 13, 2026
-1.66%
Jun 29, 2026 - Jul 23, 2026
#3-3.92%
Nov 12, 2025 - Nov 28, 2025
-0.32%
Apr 14, 2026 - Apr 17, 2026
#4-3.80%
Jun 4, 2026 - Jun 15, 2026
-0.24%
Apr 2, 2026 - Apr 8, 2026
#5-2.75%
Feb 2, 2026 - Feb 9, 2026
-0.11%
Apr 9, 2026 - Apr 13, 2026
#6-2.74%
Oct 8, 2025 - Oct 20, 2025
-0.11%
Mar 26, 2026 - Mar 30, 2026
#7-2.32%
Jun 15, 2026 - Jul 6, 2026
-0.02%
Mar 31, 2026 - Apr 2, 2026
#8-2.28%
Jan 12, 2026 - Jan 26, 2026
N/A
#9-2.10%
Jul 10, 2026 - Jul 23, 2026
N/A
#10-1.82%
Jul 28, 2025 - Aug 8, 2025
N/A
#11-1.59%
Jan 23, 2025 - Feb 13, 2025
N/A
#12-1.53%
Dec 11, 2025 - Dec 19, 2025
N/A
#13-1.40%
Oct 28, 2025 - Nov 10, 2025
N/A
#14-1.31%
May 14, 2026 - May 22, 2026
N/A
#15-1.23%
Aug 14, 2025 - Aug 22, 2025
N/A

Correlation

Correlation between EDGE and VBCG is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

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