EDGU vs SCHD
EDGU vs SCHD
3EDGE Dynamic US 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 | EDGU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.91% | 0.06% | |
| AUM | $148M | $103.7B | |
| Dividend Yield | 0.68% | 3.31% | |
| Holdings | 15 | 104 | |
| YTD Return | +13.33% | +24.08% | |
| 1Y Return | +23.30% | +31.88% | |
| 3Y Return (annualized) | - | +14.92% | |
| 5Y Return (annualized) | - | +9.85% | |
| Volatility (annualized) | 12.7% | 13.6% | |
| Max Drawdown | -17.6% | -33.4% | |
| Fund Family | 3 EDGE Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 3, 2024 | Oct 20, 2011 |
EDGU vs SCHD Performance
3EDGE Dynamic US Equity ETF (EDGU) 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 EDGU returned +23.30% while SCHD returned +31.88%. Year to date, EDGU is up 13.33% versus a gain of 24.08% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.7% for EDGU. 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 -17.6% for EDGU 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EDGU charges 0.91% per year while SCHD charges 0.06%. On a $10,000 position that is $91 vs $6 annually, a gap of $85 per year that compounds over a long holding period. On income, EDGU currently yields 0.68% against 3.31% for SCHD.
Holdings Overlap
EDGU and SCHD share 0 holdings out of 114 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, EDGU or SCHD?
EDGU has an expense ratio of 0.91% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $85 per year of difference.
Which performed better, EDGU or SCHD?
Over the past year EDGU returned +23.30% vs +31.88% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +15.70% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, EDGU or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.7% for EDGU. Worst drawdown: EDGU -17.6% vs SCHD -33.4%.
Should I hold both EDGU and SCHD?
EDGU and SCHD have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGU and SCHD?
EDGU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 114 unique securities.
Which pays a higher dividend, EDGU or SCHD?
EDGU yields 0.68% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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