Screener
PEPS vs EDGI
Parametric Equity Plus ETF vs 3EDGE Dynamic International Equity ETF
Key differences
PEPS is an alternative ETF, while EDGI is an equity ETF. PEPS charges 0.10% a year and EDGI 0.97%.
- PEPS is an alternative fund, while EDGI is an equity fund. They carry different risk/return profiles.
- PEPS follows a option income strategy; EDGI uses active selection.
- PEPS covers North America; EDGI covers global markets excluding the US.
- PEPS costs 0.87% less per year.
- EDGI is much larger than PEPS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PEPS | EDGI | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.97% |
| Fund size (AUM) | $28M | $86M |
| Since | 2024 | 2024 |
| Dividend yield | 0.88% | 1.79% |
| Asset class | alternative | equity |
| Region | north america | global ex us |
| Strategy | option income | active selection |
| CAGR 1Y | +27.2% | +22.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 13.61% | 15.81% |
| Max drawdown | -9.79% | -14.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.