EDGI vs VOO
EDGI vs VOO
3EDGE Dynamic International Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EDGI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.03% | |
| AUM | $119M | $979.0B | |
| Dividend Yield | 1.38% | 1.09% | |
| Holdings | 12 | 509 | |
| YTD Return | +10.07% | +13.53% | |
| 1Y Return | +23.06% | +23.65% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +13.52% | |
| Volatility (annualized) | 12.2% | 14.1% | |
| Max Drawdown | -15.0% | -34.3% | |
| Fund Family | 3 EDGE Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 3, 2024 | Sep 7, 2010 |
EDGI vs VOO Performance
3EDGE Dynamic International Equity ETF (EDGI) is a ETF from 3 EDGE Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EDGI returned +23.06% while VOO returned +23.65%. Year to date, EDGI is up 10.07% versus a gain of 13.53% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EDGI charges 0.97% per year while VOO charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, EDGI currently yields 1.38% against 1.09% for VOO.
Holdings Overlap
EDGI and VOO share 0 holdings out of 516 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 VOO?
EDGI has an expense ratio of 0.97% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, EDGI or VOO?
Over the past year EDGI returned +23.06% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), EDGI annualized +15.48% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, EDGI or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.2% for EDGI. Worst drawdown: EDGI -15.0% vs VOO -34.3%.
Should I hold both EDGI and VOO?
EDGI and VOO have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGI and VOO?
EDGI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, EDGI or VOO?
EDGI yields 1.38% while VOO yields 1.09%, so EDGI currently pays the higher dividend yield.
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