EDGU vs GGM
3EDGE Dynamic US Equity ETF vs GGM Macro Alignment ETF
Which is better, EDGU or GGM?
EDGU has been ahead.
EDGU has a lower expense ratio. EDGU 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 | EDGU | GGM |
|---|---|---|
| Expense Ratio | 0.91%Best | 0.94% |
| AUM | $101M | $20M |
| Dividend Yield | 0.69% | 1.40% |
| Holdings | 30 | 10 |
| YTD Return | +11.37% | +11.45%Best |
| 1Y Return | +14.59%Best | +13.37% |
| 3Y Return (annualized) | - | +8.70% |
| Volatility (annualized) | 12.3% | 12.2%Best |
| Max Drawdown | -17.6%Best | -19.7% |
| $10,000 over 2 years | $12,796Best | $10,683 |
| Top 10 Weight | 94.6% | - |
| Fund Family | 3 EDGE Asset Management | GGM Wealth Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 3, 2024 | Sep 25, 2023 |
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).
EDGU vs GGM 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.
EDGU vs GGM Performance
3EDGE Dynamic US Equity ETF (EDGU) is an ETF from 3 EDGE Asset Management and GGM Macro Alignment ETF (GGM) is an ETF from GGM Wealth Advisors. Over the past year EDGU returned +14.59% while GGM returned +13.37%. Year to date, EDGU is up 11.37% versus a gain of 11.45% for GGM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EDGU has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 12.2% for GGM. 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 -19.7% for GGM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EDGU charges 0.91% per year while GGM charges 0.94%. On a $10,000 position that is $91 vs $94 annually, a gap of $3 per year that compounds over a long holding period. On income, EDGU currently yields 0.69% against 1.40% for GGM.
Holdings Overlap
16.3% of EDGU's money is in holdings GGM also owns. 58.7% of GGM's money is in holdings EDGU also owns.
The two portfolios partly overlap.
3 positions in common, counted across the 14 positions we hold weights for in EDGU and 5 in GGM, against full books of 30 and 10.
What only one of them owns
Our book lists 2 positions for GGM that do not appear in our book for EDGU (40.2% of the fund), and 11 for EDGU that do not appear in GGM (83.7%).
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.
58.7% of GGM is already inside EDGU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EDGU or GGM?
EDGU has an expense ratio of 0.91% while GGM charges 0.94%. EDGU is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, EDGU or GGM?
Over the past year EDGU returned +14.59% vs +13.37% for GGM, so EDGU leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +13.12% vs +3.36% for GGM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGU or GGM?
EDGU has been the more volatile fund at 12.3% annualized versus 12.2% for GGM. Worst drawdown: EDGU -17.6% vs GGM -19.7%.
Should I hold both EDGU and GGM?
EDGU and GGM have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EDGU and GGM?
58.7% of GGM's money is in holdings EDGU also owns. 58.7% of GGM's is in holdings EDGU also owns. They hold 3 positions in common, counted across the 14 positions we hold weights for in EDGU and 5 in GGM.
Which pays a higher dividend, EDGU or GGM?
EDGU yields 0.69% while GGM yields 1.40%, so GGM currently pays the higher dividend yield.
Is GGM better than EDGU?
EDGU has a lower expense ratio. EDGU 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.