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EDGU vs SPBC

3EDGE Dynamic US Equity ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

Key differences

EDGU is an equity ETF, while SPBC is an alternative ETF. EDGU charges 0.91% a year and SPBC 0.54%.

  • EDGU is an equity fund, while SPBC is an alternative fund. They carry different risk/return profiles.
  • EDGU follows a active selection strategy; SPBC uses multi strategy.
  • SPBC costs 0.37% less per year.
  • EDGU is much larger than SPBC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EDGUSPBC
Annual cost (TER)0.91%0.54%
Fund size (AUM)$148M$45M
Since20242021
Dividend yield0.65%0.82%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+25.3%+17.8%
CAGR 3YN/A+27.7%
CAGR 5YN/A+15.7%
Sharpe 3YN/A1.27
Volatility 1Y12.32%14.86%
Max drawdown-17.59%-33.81%

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

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