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FMDE vs EDGU

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

FMDE

Fidelity Enhanced Mid Cap Core ETF

Annual cost

0.23%

Fund size

$7.0B

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

Key differences

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

  • FMDE follows a index enhanced strategy; EDGU uses active selection.
  • 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

FMDEEDGU
Annual cost (TER)0.23%0.91%
Fund size (AUM)$7.0B$148M
Since20072024
Dividend yield1.11%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedactive selection
CAGR 1Y+20.8%+25.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.02%12.32%
Max drawdown-21.10%-17.59%

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

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