EDGH vs IVV
EDGH vs IVV
3EDGE Dynamic Hard Assets ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EDGH delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EDGH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.03% | |
| AUM | $128M | $865.2B | |
| Dividend Yield | 1.12% | 1.09% | |
| Holdings | 9 | 508 | |
| YTD Return | +10.01% | +13.31% | |
| 1Y Return | +27.95% | +24.00% | |
| 3Y Return (annualized) | - | +21.16% | |
| 5Y Return (annualized) | - | +13.34% | |
| Volatility (annualized) | 12.2% | 15.1% | |
| Max Drawdown | -12.5% | -56.5% | |
| Fund Family | 3 EDGE Asset Management | iShares by BlackRock (US) | |
| Category | Commodity | Equity | |
| Inception | Oct 3, 2024 | May 15, 2000 |
EDGH vs IVV Performance
3EDGE Dynamic Hard Assets ETF (EDGH) is a ETF from 3 EDGE Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EDGH returned +27.95% while IVV returned +24.00%. Year to date, EDGH is up 10.01% versus a gain of 13.31% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.2% for EDGH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -12.5% for EDGH and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.02. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EDGH charges 1.01% per year while IVV charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, EDGH currently yields 1.12% against 1.09% for IVV.
Holdings Overlap
EDGH and IVV share 0 holdings out of 513 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EDGH or IVV?
EDGH has an expense ratio of 1.01% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
Which performed better, EDGH or IVV?
Over the past year EDGH returned +27.95% vs +24.00% for IVV, so EDGH leads on 1-year performance. Over the longest common window we track (2 years), EDGH annualized +17.75% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, EDGH or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.2% for EDGH. Worst drawdown: EDGH -12.5% vs IVV -56.5%.
Should I hold both EDGH and IVV?
EDGH and IVV have a monthly-return correlation of 0.02, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGH and IVV?
EDGH and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, EDGH or IVV?
EDGH yields 1.12% while IVV yields 1.09%, so EDGH currently pays the higher dividend yield.
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