EDGXGlobal X U.S. 500 Income Edge ETF

Get incomeNewRanked #1,656 of 1,706 in this goal

Seeks current income and exposure to the Solactive GBS United States 500 Index.

Launched 2026

Annual Cost

—

Fund Size

—

Return (1Y)

N/A

Track Record

7 months

#5,179 of 6,040 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,211+12.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Option income

Index tracked

Solactive GBS United States 500 Index

Holdings

By weight

Concentration

Top 3 holdings = 100.0% of fundconcentrated

BNY Mellon US Large Cap Core Equity ETF

59.3%

Vanguard 500 Index Fund

40.7%

4SPY 05/01/2026 C718.58

-0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-7.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NYSE American, NYSE Arca

Full fund details

Objective: Seeks current income and exposure to the Solactive GBS United States 500 Index.
Strategy: Actively managed ETF that generates weekly income by selling call options and investing in equity securities of 500 companies in the U.S. stock market, aiming for a 9% annualized distribution rate through option premiums and dividends.
Inception date: February 18, 2026