Skip to content
Beacon
Screener

EDGF vs IBHM

3EDGE Dynamic Fixed Income ETF vs iShares iBonds 2033 Term High Yield and Income ETF

EDGF

3EDGE Dynamic Fixed Income ETF

3EDGE Asset Management LP

Annual cost

0.79%

Fund size

$506M

IBHM

iShares iBonds 2033 Term High Yield and Income ETF

iShares

Annual cost

0.35%

Fund size

$11M

Key differences

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

Side-by-side comparison

EDGFIBHM
Annual cost (TER)0.79%0.35%
Fund size (AUM)$506M$11M
Since20242026
Dividend yield3.45%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.97%
Max drawdown-1.62%-1.65%

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

Similar to EDGF and IBHM