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EDGU vs FFDI

3EDGE Dynamic US Equity ETF vs Fidelity Fundamental Developed

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

FFDI

Fidelity Fundamental Developed

Annual cost

0.55%

Fund size

$23M

Key differences

Both EDGU and FFDI are equity ETFs. EDGU charges 0.91% a year and FFDI 0.55%. The main difference: EDGU covers North America; FFDI covers global markets excluding the US.

  • EDGU covers North America; FFDI covers global markets excluding the US.
  • FFDI costs 0.36% less per year.
  • EDGU is much larger than FFDI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EDGUFFDI
Annual cost (TER)0.91%0.55%
Fund size (AUM)$148M$23M
Since20242024
Dividend yield0.65%2.07%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+25.3%+13.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.32%17.67%
Max drawdown-17.59%-14.39%

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

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