EDGU vs VYM
3EDGE Dynamic US Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EDGU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.91% | 0.04% | |
| AUM | $148M | $79.0B | |
| Dividend Yield | 0.68% | 2.86% | |
| Holdings | 15 | 568 | |
| YTD Return | +13.75% | +16.53% | |
| 1Y Return | +22.00% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 12.8% | 14.6% | |
| Max Drawdown | -17.6% | -58.8% | |
| Fund Family | 3 EDGE Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 3, 2024 | Nov 10, 2006 |
EDGU vs VYM Performance
3EDGE Dynamic US Equity ETF (EDGU) is a ETF from 3 EDGE Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EDGU returned +22.00% while VYM returned +25.03%. Year to date, EDGU is up 13.75% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.8% 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 -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EDGU charges 0.91% per year while VYM charges 0.04%. On a $10,000 position that is $91 vs $4 annually, a gap of $87 per year that compounds over a long holding period. On income, EDGU currently yields 0.68% against 2.86% for VYM.
Holdings Overlap
EDGU and VYM share 0 holdings out of 572 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EDGU or VYM?
EDGU has an expense ratio of 0.91% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $87 per year of difference.
Which performed better, EDGU or VYM?
Over the past year EDGU returned +22.00% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +15.74% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, EDGU or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.8% for EDGU. Worst drawdown: EDGU -17.6% vs VYM -58.8%.
Should I hold both EDGU and VYM?
EDGU and VYM have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGU and VYM?
EDGU and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 572 unique securities.
Which pays a higher dividend, EDGU or VYM?
EDGU yields 0.68% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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