EDGH vs SCHD
EDGH vs SCHD
3EDGE Dynamic Hard Assets ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | EDGH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.06% | |
| AUM | $128M | $103.7B | |
| Dividend Yield | 1.12% | 3.31% | |
| Holdings | 9 | 104 | |
| YTD Return | +11.60% | +24.26% | |
| 1Y Return | +29.12% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 12.3% | 13.6% | |
| Max Drawdown | -12.5% | -33.4% | |
| Fund Family | 3 EDGE Asset Management | Charles Schwab Asset Management | |
| Category | Commodity | Equity | |
| Inception | Oct 3, 2024 | Oct 20, 2011 |
EDGH vs SCHD Performance
3EDGE Dynamic Hard Assets ETF (EDGH) is a ETF from 3 EDGE Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EDGH returned +29.12% while SCHD returned +31.38%. Year to date, EDGH is up 11.60% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.3% 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 -33.4% for SCHD. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EDGH charges 1.01% per year while SCHD charges 0.06%. On a $10,000 position that is $101 vs $6 annually, a gap of $95 per year that compounds over a long holding period. On income, EDGH currently yields 1.12% against 3.31% for SCHD.
Holdings Overlap
EDGH and SCHD share 0 holdings out of 108 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 SCHD?
EDGH has an expense ratio of 1.01% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
Which performed better, EDGH or SCHD?
Over the past year EDGH returned +29.12% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EDGH annualized +18.61% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, EDGH or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.3% for EDGH. Worst drawdown: EDGH -12.5% vs SCHD -33.4%.
Should I hold both EDGH and SCHD?
EDGH and SCHD have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGH and SCHD?
EDGH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 108 unique securities.
Which pays a higher dividend, EDGH or SCHD?
EDGH yields 1.12% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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