EDGE vs WRND
Comparison between MRBL ENHANCED EQUITY ETF (EDGE, ETF) and NYLI GLOBAL EQUITY R&D LEADERS ETF (WRND, ETF).
EDGE vs WRND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EDGE vs WRND - Holdings Comparison
EDGE and WRND have 0 common holdings. Overlap is 0.00%
EDGE's top 25 holdings weight is 9.35%. WRND's top 25 holdings weight is 68.25%.
| Rank | EDGE | WRND |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.35% | ALPHABET INC CLASS A (GOOGL) - 7.22% |
| #2 | N/A | NVIDIA CORP (NVDA) - 7.10% |
| #3 | N/A | APPLE INC (AAPL) - 6.80% |
| #4 | N/A | ASML HOLDING NV (n/a) - 5.20% |
| #5 | N/A | n/a (n/a) - 4.97% |
| #6 | N/A | AMAZON.COM INC (AMZN) - 4.10% |
| #7 | N/A | MICROSOFT CORP (MSFT) - 4.10% |
| #8 | N/A | BROADCOM INC (AVGO) - 3.24% |
| #9 | N/A | META PLATFORMS INC CLASS A (META) - 3.08% |
| #10 | N/A | ELI LILLY AND CO (LLY) - 2.77% |
| #11 | N/A | ASTRAZENECA PLC (AZN) - 2.58% |
| #12 | N/A | SIEMENS AG (n/a) - 2.13% |
| #13 | N/A | TOKYO ELECTRON LTD (n/a) - 1.58% |
| #14 | N/A | NOVO NORDISK AS CLASS B (n/a) - 1.48% |
| #15 | N/A | SAP SE (n/a) - 1.48% |
| #16 | N/A | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.40% |
| #17 | N/A | EATON CORP PLC (ETN) - 1.33% |
| #18 | N/A | DELTA ELECTRONICS INC (n/a) - 1.19% |
| #19 | N/A | APPLIED MATERIALS INC (AMAT) - 1.00% |
| #20 | N/A | ADVANTEST CORP (n/a) - 0.97% |
| #21 | N/A | CISCO SYSTEMS INC (CSCO) - 0.93% |
| #22 | N/A | GSK PLC (n/a) - 0.93% |
| #23 | N/A | LAM RESEARCH CORP (LRCX) - 0.92% |
| #24 | N/A | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.91% |
| #25 | N/A | ORACLE CORP (ORCL) - 0.84% |
| Total Holdings | 1 | 209 |
EDGE vs WRND - Historical Returns
Returns include dividend reinvestment.
EDGE vs WRND - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EDGE | WRND |
|---|---|---|
| 2026 | +8.97% | +9.35% |
| 2025 | +13.16% | +28.17% |
| 2024 | N/A | +14.76% |
| 2023 | N/A | +33.92% |
| 2022 | N/A | -19.17% |
EDGE vs WRND Drawdown Comparison
The maximum drawdown for EDGE was -20.66%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for WRND was -27.16%, occurring on Oct 14, 2022. Recovery took 336 trading sessions.
The current EDGE drawdown is -2.10%. The current WRND drawdown is -5.98%.
| Rank | EDGE | WRND |
|---|---|---|
| #1 | -20.66% Feb 19, 2025 - Jul 24, 2025 | -27.16% Feb 9, 2022 - Jun 13, 2023 |
| #2 | -9.01% Feb 9, 2026 - Apr 13, 2026 | -18.41% Feb 20, 2025 - Jun 6, 2025 |
| #3 | -3.92% Nov 12, 2025 - Nov 28, 2025 | -12.43% Jan 28, 2026 - Apr 14, 2026 |
| #4 | -3.80% Jun 4, 2026 - Jun 15, 2026 | -11.71% Jul 28, 2023 - Dec 14, 2023 |
| #5 | -2.75% Feb 2, 2026 - Feb 9, 2026 | -10.34% Jul 12, 2024 - Sep 26, 2024 |
| #6 | -2.74% Oct 8, 2025 - Oct 20, 2025 | -6.80% Oct 29, 2025 - Jan 6, 2026 |
| #7 | -2.32% Jun 15, 2026 - Jul 6, 2026 | -6.38% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -2.28% Jan 12, 2026 - Jan 26, 2026 | -5.42% Apr 1, 2024 - May 13, 2024 |
| #9 | -2.10% Jul 10, 2026 - Jul 23, 2026 | -4.83% Sep 27, 2024 - Jan 22, 2025 |
| #10 | -1.82% Jul 28, 2025 - Aug 8, 2025 | -3.95% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -1.59% Jan 23, 2025 - Feb 13, 2025 | -3.90% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -1.53% Dec 11, 2025 - Dec 19, 2025 | -3.62% May 14, 2026 - May 26, 2026 |
| #13 | -1.40% Oct 28, 2025 - Nov 10, 2025 | -3.52% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -1.31% May 14, 2026 - May 22, 2026 | -2.57% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -1.23% Aug 14, 2025 - Aug 22, 2025 | -2.34% Aug 28, 2025 - Sep 8, 2025 |
Correlation
Correlation between EDGE and WRND is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Select Stocks to Compare
More Comparisons
Compare with similar stocks