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EDGF vs BRTR

3EDGE Dynamic Fixed Income ETF vs iShares Total Return Active ETF

EDGF

3EDGE Dynamic Fixed Income ETF

Annual cost

0.79%

Fund size

$468M

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

Key differences

Both EDGF and BRTR are fixed income ETFs. EDGF charges 0.79% a year and BRTR 0.38%. The main difference: BRTR costs 0.41% less per year.

  • BRTR costs 0.41% less per year.

Side-by-side comparison

EDGFBRTR
Annual cost (TER)0.79%0.38%
Fund size (AUM)$468M$663M
Since20242023
Dividend yield3.45%4.65%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+3.5%+5.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.91%3.64%
Max drawdown-1.62%-5.07%

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

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