EDGI vs SCHD
EDGI vs SCHD
3EDGE Dynamic International Equity 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 | EDGI | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.06% | |
| AUM | $119M | $103.7B | |
| Dividend Yield | 1.38% | 3.31% | |
| Holdings | 12 | 104 | |
| YTD Return | +10.47% | +23.31% | |
| 1Y Return | +23.27% | +30.42% | |
| 3Y Return (annualized) | - | +14.66% | |
| 5Y Return (annualized) | - | +9.59% | |
| Volatility (annualized) | 12.2% | 13.6% | |
| Max Drawdown | -15.0% | -33.4% | |
| Fund Family | 3 EDGE Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 3, 2024 | Oct 20, 2011 |
EDGI vs SCHD Performance
3EDGE Dynamic International Equity ETF (EDGI) 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 EDGI returned +23.27% while SCHD returned +30.42%. Year to date, EDGI is up 10.47% versus a gain of 23.31% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.2% for EDGI. 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 -15.0% for EDGI 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EDGI charges 0.97% per year while SCHD charges 0.06%. On a $10,000 position that is $97 vs $6 annually, a gap of $91 per year that compounds over a long holding period. On income, EDGI currently yields 1.38% against 3.31% for SCHD.
Holdings Overlap
EDGI and SCHD share 0 holdings out of 111 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, EDGI or SCHD?
EDGI has an expense ratio of 0.97% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, EDGI or SCHD?
Over the past year EDGI returned +23.27% vs +30.42% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EDGI annualized +15.68% vs +11.34% for SCHD. Past performance does not guarantee future results.
Which is riskier, EDGI or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.2% for EDGI. Worst drawdown: EDGI -15.0% vs SCHD -33.4%.
Should I hold both EDGI and SCHD?
EDGI and SCHD have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGI and SCHD?
EDGI and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 111 unique securities.
Which pays a higher dividend, EDGI or SCHD?
EDGI yields 1.38% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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