EDGH vs VYM
EDGH vs VYM
3EDGE Dynamic Hard Assets ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. EDGH delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EDGH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.04% | |
| AUM | $128M | $79.0B | |
| Dividend Yield | 1.12% | 2.86% | |
| Holdings | 9 | 568 | |
| YTD Return | +10.38% | +15.20% | |
| 1Y Return | +28.45% | +25.56% | |
| 3Y Return (annualized) | - | +17.86% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 12.2% | 14.6% | |
| Max Drawdown | -12.5% | -58.8% | |
| Fund Family | 3 EDGE Asset Management | Vanguard (US) | |
| Category | Commodity | Equity | |
| Inception | Oct 3, 2024 | Nov 10, 2006 |
EDGH vs VYM Performance
3EDGE Dynamic Hard Assets ETF (EDGH) is a ETF from 3 EDGE Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EDGH returned +28.45% while VYM returned +25.56%. Year to date, EDGH is up 10.38% versus a gain of 15.20% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EDGH charges 1.01% per year while VYM charges 0.04%. On a $10,000 position that is $101 vs $4 annually, a gap of $97 per year that compounds over a long holding period. On income, EDGH currently yields 1.12% against 2.86% for VYM.
Holdings Overlap
EDGH and VYM share 0 holdings out of 566 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 VYM?
EDGH has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, EDGH or VYM?
Over the past year EDGH returned +28.45% vs +25.56% for VYM, so EDGH leads on 1-year performance. Over the longest common window we track (2 years), EDGH annualized +17.93% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, EDGH or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.2% for EDGH. Worst drawdown: EDGH -12.5% vs VYM -58.8%.
Should I hold both EDGH and VYM?
EDGH and VYM have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGH and VYM?
EDGH and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 566 unique securities.
Which pays a higher dividend, EDGH or VYM?
EDGH yields 1.12% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.