EDGI vs VYM
EDGI vs VYM
3EDGE Dynamic International Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EDGI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.04% | |
| AUM | $119M | $79.0B | |
| Dividend Yield | 1.38% | 2.86% | |
| Holdings | 12 | 568 | |
| YTD Return | +10.47% | +15.45% | |
| 1Y Return | +23.27% | +26.05% | |
| 3Y Return (annualized) | - | +17.96% | |
| 5Y Return (annualized) | - | +12.54% | |
| Volatility (annualized) | 12.2% | 14.6% | |
| Max Drawdown | -15.0% | -58.8% | |
| Fund Family | 3 EDGE Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 3, 2024 | Nov 10, 2006 |
EDGI vs VYM Performance
3EDGE Dynamic International Equity ETF (EDGI) 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 EDGI returned +23.27% while VYM returned +26.05%. Year to date, EDGI is up 10.47% versus a gain of 15.45% 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 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 -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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EDGI charges 0.97% per year while VYM charges 0.04%. On a $10,000 position that is $97 vs $4 annually, a gap of $93 per year that compounds over a long holding period. On income, EDGI currently yields 1.38% against 2.86% for VYM.
Holdings Overlap
EDGI and VYM share 0 holdings out of 569 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 VYM?
EDGI has an expense ratio of 0.97% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, EDGI or VYM?
Over the past year EDGI returned +23.27% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EDGI annualized +15.68% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, EDGI or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.2% for EDGI. Worst drawdown: EDGI -15.0% vs VYM -58.8%.
Should I hold both EDGI and VYM?
EDGI and VYM have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGI and VYM?
EDGI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 569 unique securities.
Which pays a higher dividend, EDGI or VYM?
EDGI yields 1.38% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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