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DFSD vs EDGF

Dimensional Short-Duration Fixed Income ETF vs 3EDGE Dynamic Fixed Income ETF

DFSD

Dimensional Short-Duration Fixed Income ETF

Dimensional Fund Advisors

Annual cost

0.16%

Fund size

$6.6B

EDGF

3EDGE Dynamic Fixed Income ETF

3EDGE Asset Management LP

Annual cost

0.79%

Fund size

$506M

Key differences

  • DFSD costs 0.63% less per year.
  • DFSD is significantly larger than EDGF — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

DFSDEDGF
Annual cost (TER)0.16%0.79%
Fund size (AUM)$6.6B$506M
Since20212024
Dividend yield3.97%3.45%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+4.7%+3.5%
CAGR 3Y+5.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.83N/A
Volatility 1Y1.92%1.97%
Max drawdown-8.45%-1.62%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DFSD and EDGF