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DFAX vs EDGU

Dimensional World ex U.S. Core Equity 2 ETF vs 3EDGE Dynamic US Equity ETF

DFAX

Dimensional World ex U.S. Core Equity 2 ETF

Annual cost

0.28%

Fund size

$12.1B

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

Key differences

Both DFAX and EDGU are equity ETFs. DFAX charges 0.28% a year and EDGU 0.91%. The main difference: DFAX covers global markets excluding the US; EDGU covers North America.

  • DFAX covers global markets excluding the US; EDGU covers North America.
  • DFAX costs 0.63% less per year.
  • DFAX is much larger than EDGU. Larger funds are usually more liquid and less likely to close.
  • DFAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFAXEDGU
Annual cost (TER)0.28%0.91%
Fund size (AUM)$12.1B$148M
Since20082024
Dividend yield2.21%0.65%
Asset classequityequity
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1Y+31.7%+25.3%
CAGR 3Y+20.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.10N/A
Volatility 1Y15.74%12.32%
Max drawdown-28.15%-17.59%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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