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EDGU vs HEDG

3EDGE Dynamic US Equity ETF vs Equable Shares Hedged Equity ETF

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

HEDG

Equable Shares Hedged Equity ETF

Annual cost

0.96%

Fund size

$401M

Key differences

EDGU is an equity ETF, while HEDG is an alternative ETF. EDGU charges 0.91% a year and HEDG 0.96%.

  • EDGU is an equity fund, while HEDG is an alternative fund. They carry different risk/return profiles.
  • EDGU follows a active selection strategy; HEDG uses long short.
  • HEDG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EDGUHEDG
Annual cost (TER)0.91%0.96%
Fund size (AUM)$148M$401M
Since20242019
Dividend yield0.65%2.08%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1Y+25.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.32%
Max drawdown-17.59%-3.85%

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

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