EDGU vs SPY
3EDGE Dynamic US Equity ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, EDGU or SPY?
Nearly the same fund. SPY costs less.
SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 95.4%.
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 | EDGU | SPY |
|---|---|---|
| Expense Ratio | 0.91% | 0.09%Best |
| AUM | $160M | $804.7B |
| Dividend Yield | 0.70% | 0.98% |
| Holdings | 15 | 505 |
| YTD Return | +12.41% | +13.81%Best |
| 1Y Return | +15.08% | +16.94%Best |
| 3Y Return (annualized) | - | +22.84% |
| 5Y Return (annualized) | - | +13.50% |
| Volatility (annualized) | 12.4%Best | 12.8% |
| Max Drawdown | -17.6%Best | -18.8% |
| $10,000 over 2 years | $13,017 | $13,974Best |
| Top 10 Weight | 95.4% | 37.8%Best |
| Fund Family | 3 EDGE Asset Management | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 3, 2024 | Jan 22, 1993 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 3, 2024 to Sep 22, 2026 (2 years).
EDGU vs SPY 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 2 years both funds cover.
EDGU vs SPY Performance
3EDGE Dynamic US Equity ETF (EDGU) is an ETF from 3 EDGE Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year EDGU returned +15.08% while SPY returned +16.94%. Year to date, EDGU is up 12.41% versus a gain of 13.81% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 12.4% for EDGU. 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 -17.6% for EDGU and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EDGU charges 0.91% per year while SPY charges 0.09%. On a $10,000 position that is $91 vs $9 annually, a gap of $82 per year that compounds over a long holding period. On income, EDGU currently yields 0.70% against 0.98% for SPY.
Holdings Overlap
We hold position weights for 14 holdings in EDGU and 504 in SPY, totalling 100.0% and 99.9% 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 14 positions we hold weights for in EDGU and 504 in SPY, against full books of 15 and 505.
What only one of them owns
Measured across the 14 and 504 positions we hold weights for.
SPY holds 497 positions EDGU does not, 99.3% of the fund.
Largest: NVDA 8.01%, AAPL 7.26%, MSFT 5.66%, AMZN 3.79%, GOOGL 2.99%
You are not choosing between two funds in isolation.
Whichever of EDGU and SPY 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, EDGU or SPY?
EDGU has an expense ratio of 0.91% while SPY charges 0.09%. SPY is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, EDGU or SPY?
Over the past year EDGU returned +15.08% vs +16.94% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +14.09% vs +18.21% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGU or SPY?
SPY has been the more volatile fund at 12.8% annualized versus 12.4% for EDGU. Worst drawdown: EDGU -17.6% vs SPY -18.8%.
Should I hold both EDGU and SPY?
EDGU and SPY have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, EDGU or SPY?
EDGU yields 0.70% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.
Is SPY better than EDGU?
SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 95.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.