EDGI vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricEDGIVXUSWinner
Expense Ratio0.97%0.05%
AUM$119M$156.5B
Dividend Yield1.38%2.60%
Holdings128,747
YTD Return+8.29%+11.69%
1Y Return+21.06%+26.65%
3Y Return (annualized)-+18.15%
5Y Return (annualized)-+8.66%
Volatility (annualized)12.2%15.0%
Max Drawdown-15.0%-39.9%
Fund Family3 EDGE Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionOct 3, 2024Jan 26, 2011

EDGI vs VXUS Performance

3EDGE Dynamic International Equity ETF (EDGI) is a ETF from 3 EDGE Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year EDGI returned +21.06% while VXUS returned +26.65%. Year to date, EDGI is up 8.29% versus a gain of 11.69% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% 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 -39.9% for VXUS. 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

EDGI charges 0.97% per year while VXUS charges 0.05%. On a $10,000 position that is $97 vs $5 annually, a gap of $92 per year that compounds over a long holding period. On income, EDGI currently yields 1.38% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

EDGI and VXUS share 0 holdings out of 7871 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 VXUS?

EDGI has an expense ratio of 0.97% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, EDGI or VXUS?

Over the past year EDGI returned +21.06% vs +26.65% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), EDGI annualized +14.48% vs +4.69% for VXUS. Past performance does not guarantee future results.

Which is riskier, EDGI or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 12.2% for EDGI. Worst drawdown: EDGI -15.0% vs VXUS -39.9%.

Should I hold both EDGI and VXUS?

EDGI and VXUS have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between EDGI and VXUS?

EDGI and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7871 unique securities.

Which pays a higher dividend, EDGI or VXUS?

EDGI yields 1.38% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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