EDGU vs VOO
EDGU vs VOO
3EDGE Dynamic US 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 | EDGU | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.91% | 0.03% | |
| AUM | $148M | $979.0B | |
| Dividend Yield | 0.68% | 1.09% | |
| Holdings | 15 | 509 | |
| YTD Return | +13.33% | +13.53% | |
| 1Y Return | +23.30% | +23.65% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +13.52% | |
| Volatility (annualized) | 12.7% | 14.1% | |
| Max Drawdown | -17.6% | -34.3% | |
| Fund Family | 3 EDGE Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 3, 2024 | Sep 7, 2010 |
EDGU vs VOO Performance
3EDGE Dynamic US Equity ETF (EDGU) 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 EDGU returned +23.30% while VOO returned +23.65%. Year to date, EDGU is up 13.33% 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 12.7% 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 -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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EDGU charges 0.91% per year while VOO charges 0.03%. On a $10,000 position that is $91 vs $3 annually, a gap of $88 per year that compounds over a long holding period. On income, EDGU currently yields 0.68% against 1.09% for VOO.
Holdings Overlap
EDGU and VOO share 0 holdings out of 519 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 VOO?
EDGU has an expense ratio of 0.91% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $88 per year of difference.
Which performed better, EDGU or VOO?
Over the past year EDGU returned +23.30% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +15.70% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, EDGU or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.7% for EDGU. Worst drawdown: EDGU -17.6% vs VOO -34.3%.
Should I hold both EDGU and VOO?
EDGU and VOO have a monthly-return correlation of 0.95, 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 EDGU and VOO?
EDGU and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 519 unique securities.
Which pays a higher dividend, EDGU or VOO?
EDGU yields 0.68% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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