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EDGU vs DFIC

3EDGE Dynamic US Equity ETF vs Dimensional International Core Equity 2 ETF

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

DFIC

Dimensional International Core Equity 2 ETF

Annual cost

0.22%

Fund size

$14.3B

Key differences

Both EDGU and DFIC are equity ETFs. EDGU charges 0.91% a year and DFIC 0.22%. The main difference: EDGU covers North America; DFIC covers global markets excluding the US.

  • EDGU covers North America; DFIC covers global markets excluding the US.
  • DFIC costs 0.69% less per year.
  • DFIC is much larger than EDGU. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EDGUDFIC
Annual cost (TER)0.91%0.22%
Fund size (AUM)$148M$14.3B
Since20242022
Dividend yield0.65%2.25%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+25.3%+26.6%
CAGR 3YN/A+19.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y12.32%14.38%
Max drawdown-17.59%-24.40%

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

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