EDGF vs KDRN
3EDGE Dynamic Fixed Income ETF vs Kingsbarn Tactical Bond ETF
Which is better, EDGF or KDRN?
EDGF has been ahead.
KDRN has a lower expense ratio. EDGF led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EDGF | KDRN |
|---|---|---|
| Expense Ratio | 0.79% | 0.62%Best |
| AUM | $579M | $1M |
| Dividend Yield | 3.24% | 3.75% |
| Holdings | 24 | 15 |
| YTD Return | +0.80%Best | -0.70% |
| 1Y Return | +0.86%Best | -1.41% |
| 3Y Return (annualized) | - | +3.94% |
| Volatility (annualized) | 1.6%Best | 3.8% |
| Max Drawdown | -1.6%Best | -4.1% |
| $10,000 over 2 years | $10,357Best | $10,076 |
| Top 10 Weight | 99.5% | - |
| Fund Family | 3 EDGE Asset Management | Kingsbarn Capital Management |
| Category | Fixed Income | Fixed Income |
| Style | Long Term Low Quality | Long Term Low Quality |
| Inception | Oct 3, 2024 | Dec 19, 2021 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 3, 2024 to Oct 14, 2026 (2 years).
EDGF vs KDRN growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
EDGF vs KDRN Performance
3EDGE Dynamic Fixed Income ETF (EDGF) is an ETF from 3 EDGE Asset Management and Kingsbarn Tactical Bond ETF (KDRN) is an ETF from Kingsbarn Capital Management. Over the past year EDGF returned +0.86% while KDRN returned -1.41%. Year to date, EDGF is up 0.80% versus a loss of 0.70% for KDRN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KDRN has been the more volatile fund, with annualized monthly volatility of 3.8% compared with 1.6% for EDGF. 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 -1.6% for EDGF and -4.1% for KDRN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EDGF charges 0.79% per year while KDRN charges 0.62%. On a $10,000 position that is $79 vs $62 annually, a gap of $17 per year that compounds over a long holding period. On income, EDGF currently yields 3.24% against 3.75% for KDRN.
Holdings Overlap
We hold position weights for 11 holdings in EDGF and 7 in KDRN, totalling 100.0% and 95.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 11 positions we hold weights for in EDGF and 7 in KDRN, against full books of 24 and 15.
What only one of them owns
Our book lists 7 positions for KDRN that do not appear in our book for EDGF (95.2% of the fund), and 11 for EDGF that do not appear in KDRN (100.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of EDGF and KDRN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EDGF or KDRN?
EDGF has an expense ratio of 0.79% while KDRN charges 0.62%. KDRN is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, EDGF or KDRN?
Over the past year EDGF returned +0.86% vs -1.41% for KDRN, so EDGF leads on 1-year performance. Over the longest common window we track (2 years), EDGF annualized +1.77% vs +0.38% for KDRN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGF or KDRN?
KDRN has been the more volatile fund at 3.8% annualized versus 1.6% for EDGF. Worst drawdown: EDGF -1.6% vs KDRN -4.1%.
Should I hold both EDGF and KDRN?
EDGF and KDRN have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EDGF or KDRN?
EDGF yields 3.24% while KDRN yields 3.75%, so KDRN currently pays the higher dividend yield.
Is KDRN better than EDGF?
KDRN has a lower expense ratio. EDGF led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.