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EDGU vs FENI

3EDGE Dynamic US Equity ETF vs Fidelity Enhanced International ETF

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

FENI

Fidelity Enhanced International ETF

Annual cost

0.28%

Fund size

$9.8B

Key differences

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

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

Side-by-side comparison

EDGUFENI
Annual cost (TER)0.91%0.28%
Fund size (AUM)$148M$9.8B
Since20242007
Dividend yield0.65%2.85%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+25.3%+26.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.32%16.16%
Max drawdown-17.59%-14.20%

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

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