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EDGU vs DFUS

3EDGE Dynamic US Equity ETF vs Dimensional U.S. Equity Market ETF

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

DFUS

Dimensional U.S. Equity Market ETF

Annual cost

0.09%

Fund size

$20.9B

Key differences

Both EDGU and DFUS are equity ETFs. EDGU charges 0.91% a year and DFUS 0.09%. The main difference: DFUS costs 0.82% less per year.

  • DFUS costs 0.82% less per year.
  • DFUS is much larger than EDGU. Larger funds are usually more liquid and less likely to close.
  • DFUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EDGUDFUS
Annual cost (TER)0.91%0.09%
Fund size (AUM)$148M$20.9B
Since20242001
Dividend yield0.65%0.83%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.3%+25.5%
CAGR 3YN/A+21.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.14
Volatility 1Y12.32%12.75%
Max drawdown-17.59%-24.62%

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

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