ISBG vs EDGX

Comparison between IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF (ISBG, ETF) and GLOBAL X U.S. 500 INCOME EDGE ETF (EDGX, ETF).

ISBG vs EDGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISBG(ETF)	EDGX(ETF)
Net Assets	$3.70M	$3.70M
Expense Ratio	1.14%	N/A
Max Drawdown	62.50%	8.36%
Sharpe Ratio	-1.62	1.16
5Y Beta	3.07	0.91

Net Assets

ISBG

$3.70M

EDGX

$3.70M

Expense Ratio

ISBG

1.14%

EDGX

N/A

Max Drawdown

ISBG

62.50%

Winner

EDGX

8.36%

Sharpe Ratio

ISBG

-1.62

Winner

EDGX

1.16

5Y Beta

ISBG

3.07

Winner

EDGX

0.91

ISBG vs EDGX - Holdings Comparison

ISBG and EDGX have 0 common holdings. Overlap is 0.00%

ISBG's top 25 holdings weight is 48.26%. EDGX's top 25 holdings weight is 99.76%.

Rank	ISBG	EDGX
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 48.26%	BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 58.79%
#2	N/A	STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 21.48%
#3	N/A	VANGUARD S&P 500 ETF (VOO) - 19.49%
#4	N/A	N/A
#5	N/A	N/A
#6	N/A	N/A
#7	N/A	N/A
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	3

ISBG vs EDGX - Historical Returns

Returns include dividend reinvestment.

Period	ISBG	EDGX
1 month	+6.36%	+0.59%
3 months	-43.68%	+3.69%
6 months	-52.26%	+8.10%
Max(CAGR)	-75.75%	+20.01%

Winner

ISBG

+6.36%

EDGX

+0.59%

ISBG

-43.68%

Winner

EDGX

+3.69%

ISBG

-52.26%

Winner

EDGX

+8.10%

Max(CAGR)

ISBG

-75.75%

Winner

EDGX

+20.01%

ISBG vs EDGX - Annual Returns (2026 - 2026)

Returns include dividend reinvestment.

Year	ISBG	EDGX
2026	-51.01%	+8.10%

ISBG vs EDGX Drawdown Comparison

The maximum drawdown for ISBG was -59.18%, occurring on Jun 30, 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 ISBG drawdown is -55.27%. The current EDGX drawdown is -2.34%.

Rank	ISBG	EDGX
#1	-59.18% Jan 28, 2026 - Jun 30, 2026	-7.57% Feb 25, 2026 - Apr 14, 2026
#2	-0.77% Jan 23, 2026 - Jan 27, 2026	-4.07% Jun 2, 2026 - Jun 10, 2026
#3	N/A	-1.54% May 14, 2026 - May 22, 2026
#4	N/A	-0.99% Feb 20, 2026 - Feb 25, 2026
#5	N/A	-0.84% Apr 17, 2026 - Apr 22, 2026
#6	N/A	-0.67% Apr 27, 2026 - Apr 30, 2026
#7	N/A	-0.34% Apr 22, 2026 - Apr 24, 2026
#8	N/A	-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 ISBG and EDGX is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

-101