EDGI vs VYM
3EDGE Dynamic International Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, EDGI or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 98.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EDGI | VYM |
|---|---|---|
| Expense Ratio | 0.97% | 0.04%Best |
| AUM | $129M | $81.6B |
| Dividend Yield | 1.33% | 2.22% |
| Holdings | 12 | 613 |
| YTD Return | +10.63% | +13.08%Best |
| 1Y Return | +16.12% | +17.46%Best |
| 3Y Return (annualized) | - | +17.73% |
| 5Y Return (annualized) | - | +12.22% |
| Volatility (annualized) | 12.1% | 10.6%Best |
| Max Drawdown | -15.0% | -14.5%Best |
| $10,000 over 1.9 years | $13,003 | $13,175Best |
| Top 10 Weight | 98.4% | 26.1%Best |
| Fund Family | 3 EDGE Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Oct 3, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 3, 2024 to Sep 14, 2026 (1.9 years).
EDGI vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
EDGI vs VYM Performance
3EDGE Dynamic International Equity ETF (EDGI) is an ETF from 3 EDGE Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EDGI returned +16.12% while VYM returned +17.46%. Year to date, EDGI is up 10.63% versus a gain of 13.08% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EDGI has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 10.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.0% for EDGI and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EDGI charges 0.97% per year while VYM charges 0.04%. On a $10,000 position that is $97 vs $4 annually, a gap of $93 per year that compounds over a long holding period. On income, EDGI currently yields 1.33% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 12 holdings in EDGI and 557 in VYM, totalling 100.0% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 12 positions we hold weights for in EDGI and 557 in VYM, against full books of 12 and 613.
What only one of them owns
Measured across the 12 and 557 positions we hold weights for.
VYM holds 528 positions EDGI does not, 97.1% of the fund.
Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%
You are not choosing between two funds in isolation.
Whichever of EDGI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EDGI or VYM?
EDGI has an expense ratio of 0.97% while VYM charges 0.04%. VYM is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, EDGI or VYM?
Over the past year EDGI returned +16.12% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EDGI annualized +14.82% vs +15.62% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGI or VYM?
EDGI has been the more volatile fund at 12.1% annualized versus 10.6% for VYM. Worst drawdown: EDGI -15.0% vs VYM -14.5%.
Should I hold both EDGI and VYM?
EDGI and VYM have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EDGI or VYM?
EDGI yields 1.33% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than EDGI?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 98.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.