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EDGF vs IBHJ

3EDGE Dynamic Fixed Income ETF vs iShares iBonds 2030 Term High Yield and Income ETF

EDGF

3EDGE Dynamic Fixed Income ETF

3EDGE Asset Management LP

Annual cost

0.79%

Fund size

$506M

IBHJ

iShares iBonds 2030 Term High Yield and Income ETF

iShares

Annual cost

0.35%

Fund size

$133M

Key differences

  • IBHJ costs 0.44% less per year.
  • EDGF is significantly larger than IBHJ — larger funds tend to be more liquid and less likely to close.
  • EDGF follows a active selection strategy; IBHJ uses index tracking.

Side-by-side comparison

EDGFIBHJ
Annual cost (TER)0.79%0.35%
Fund size (AUM)$506M$133M
Since20242023
Dividend yield3.45%6.69%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.5%+8.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.97%4.09%
Max drawdown-1.62%-4.93%

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

Similar to EDGF and IBHJ