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EDGU vs FMDE

3EDGE Dynamic US Equity ETF vs Fidelity Enhanced Mid Cap Core ETF

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

FMDE

Fidelity Enhanced Mid Cap Core ETF

Annual cost

0.23%

Fund size

$7.0B

Key differences

Both EDGU and FMDE are equity ETFs. EDGU charges 0.91% a year and FMDE 0.23%. The main difference: EDGU follows a active selection strategy; FMDE uses index enhanced.

  • EDGU follows a active selection strategy; FMDE uses index enhanced.
  • FMDE costs 0.68% less per year.
  • FMDE is much larger than EDGU. Larger funds are usually more liquid and less likely to close.
  • FMDE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EDGUFMDE
Annual cost (TER)0.91%0.23%
Fund size (AUM)$148M$7.0B
Since20242007
Dividend yield0.65%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+25.3%+20.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.32%14.02%
Max drawdown-17.59%-21.10%

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

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