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EDGU vs DFAC

3EDGE Dynamic US Equity ETF vs Dimensional U.S. Core Equity 2 ETF

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

DFAC

Dimensional U.S. Core Equity 2 ETF

Annual cost

0.17%

Fund size

$46.7B

Key differences

Both EDGU and DFAC are equity ETFs. EDGU charges 0.91% a year and DFAC 0.17%. The main difference: DFAC costs 0.74% less per year.

  • DFAC costs 0.74% less per year.
  • DFAC is much larger than EDGU. Larger funds are usually more liquid and less likely to close.
  • DFAC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EDGUDFAC
Annual cost (TER)0.91%0.17%
Fund size (AUM)$148M$46.7B
Since20242007
Dividend yield0.65%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.3%+27.1%
CAGR 3YN/A+20.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.05
Volatility 1Y12.32%12.55%
Max drawdown-17.59%-23.11%

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

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