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FENI vs EDGU

Fidelity Enhanced International ETF vs 3EDGE Dynamic US Equity ETF

FENI

Fidelity Enhanced International ETF

Annual cost

0.28%

Fund size

$9.8B

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

Key differences

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

  • FENI covers global markets excluding the US; EDGU covers North America.
  • 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

FENIEDGU
Annual cost (TER)0.28%0.91%
Fund size (AUM)$9.8B$148M
Since20072024
Dividend yield2.85%0.65%
Asset classequityequity
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1Y+26.1%+25.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.16%12.32%
Max drawdown-14.20%-17.59%

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

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