IBGM vs EDGX
Comparison between iShares iBonds Dec 2056 Term Treasury ETF (IBGM, ETF) and GLOBAL X U.S. 500 INCOME EDGE ETF (EDGX, ETF).
IBGM vs EDGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGM
$3.70M
EDGX
$3.70M
Expense Ratio
IBGM
0.07%
EDGX
N/A
Max Drawdown
Winner
IBGM
4.81%
EDGX
8.36%
Sharpe Ratio
IBGM
-1.09
Winner
EDGX
1.16
5Y Beta
Winner
IBGM
0.21
EDGX
0.91
IBGM vs EDGX - Historical Returns
Returns include dividend reinvestment.
1M
IBGM
-4.14%
Winner
EDGX
+0.59%
3M
IBGM
-2.57%
Winner
EDGX
+3.69%
6M
IBGM
N/A
EDGX
+8.10%
Max(CAGR)
IBGM
-5.29%
Winner
EDGX
+20.01%
IBGM vs EDGX - Annual Returns (2026 - 2026)
Returns include dividend reinvestment.
| Year | IBGM | EDGX |
|---|---|---|
| 2026 | -1.77% | +8.10% |
IBGM vs EDGX Drawdown Comparison
The maximum drawdown for IBGM was -4.43%, occurring on Jul 23, 2026. This drawdown has not yet recovered.
The maximum drawdown for EDGX was -7.57%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The current IBGM drawdown is -4.30%. The current EDGX drawdown is -2.34%.
| Rank | IBGM | EDGX |
|---|---|---|
| #1 | -4.43% Jun 29, 2026 - Jul 23, 2026 | -7.57% Feb 25, 2026 - Apr 14, 2026 |
| #2 | -4.36% Apr 14, 2026 - Jun 18, 2026 | -4.07% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -0.67% Jun 18, 2026 - Jun 24, 2026 | -1.54% May 14, 2026 - May 22, 2026 |
| #4 | -0.54% Mar 26, 2026 - Mar 30, 2026 | -0.99% Feb 20, 2026 - Feb 25, 2026 |
| #5 | -0.46% Apr 8, 2026 - Apr 14, 2026 | -0.84% Apr 17, 2026 - Apr 22, 2026 |
| #6 | -0.25% Mar 31, 2026 - Apr 2, 2026 | -0.67% Apr 27, 2026 - Apr 30, 2026 |
| #7 | -0.20% Apr 2, 2026 - Apr 8, 2026 | -0.34% Apr 22, 2026 - Apr 24, 2026 |
| #8 | -0.09% Jun 24, 2026 - Jun 29, 2026 | -0.31% Feb 18, 2026 - Feb 20, 2026 |
| #9 | N/A | -0.25% May 6, 2026 - May 8, 2026 |
| #10 | N/A | -0.23% May 11, 2026 - May 13, 2026 |
| #11 | N/A | -0.21% May 1, 2026 - May 5, 2026 |
Correlation
Correlation between IBGM and EDGX is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.20
-101
Dividend Comparison (2026 - 2026)
IBGM vs EDGX dividend yield comparison.
| Year | IBGM | EDGX |
|---|---|---|
| 2026 | 1.23% | 3.73% |
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