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EDGU vs DFAX

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

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

DFAX

Dimensional World ex U.S. Core Equity 2 ETF

Annual cost

0.28%

Fund size

$12.1B

Key differences

Both EDGU and DFAX are equity ETFs. EDGU charges 0.91% a year and DFAX 0.28%. The main difference: EDGU covers North America; DFAX covers global markets excluding the US.

  • EDGU covers North America; DFAX covers global markets excluding the US.
  • DFAX costs 0.63% less per year.
  • DFAX is much larger than EDGU. Larger funds are usually more liquid and less likely to close.
  • DFAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EDGUDFAX
Annual cost (TER)0.91%0.28%
Fund size (AUM)$148M$12.1B
Since20242008
Dividend yield0.65%2.21%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+25.3%+31.7%
CAGR 3YN/A+20.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.10
Volatility 1Y12.32%15.74%
Max drawdown-17.59%-28.15%

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

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