Skip to content
Beacon
Screener

EDGF vs IIGD

3EDGE Dynamic Fixed Income ETF vs Invesco Investment Grade Defensive ETF

EDGF

3EDGE Dynamic Fixed Income ETF

3EDGE Asset Management LP

Annual cost

0.79%

Fund size

$506M

IIGD

Invesco Investment Grade Defensive ETF

Invesco

Annual cost

0.13%

Fund size

$31M

Key differences

  • IIGD costs 0.66% less per year.
  • EDGF is significantly larger than IIGD — larger funds tend to be more liquid and less likely to close.
  • EDGF follows a active selection strategy; IIGD uses index tracking.
  • IIGD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EDGFIIGD
Annual cost (TER)0.79%0.13%
Fund size (AUM)$506M$31M
Since20242018
Dividend yield3.45%4.27%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.5%+4.6%
CAGR 3YN/A+5.1%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.46
Volatility 1Y1.97%2.32%
Max drawdown-1.62%-11.48%

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

Similar to EDGF and IIGD