EDGU vs LGDX
3EDGE Dynamic US Equity ETF vs Intech S&P Large Cap Diversified Alpha ETF
Which is better, EDGU or LGDX?
Each has led over a different period.
LGDX has a lower expense ratio. EDGU led over 1Y, LGDX over the full window. The two have moved almost in lockstep, correlation 0.91. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 94.6%.
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 | LGDX |
|---|---|---|
| Expense Ratio | 0.91% | 0.25%Best |
| AUM | $101M | $147M |
| Dividend Yield | 0.69% | 0.47% |
| Holdings | 30 | 590 |
| YTD Return | +11.37% | +11.53%Best |
| 1Y Return | +14.59%Best | +14.44% |
| Volatility (annualized) | 11.9%Best | 12.5% |
| Max Drawdown | -15.5%Best | -15.8% |
| $10,000 over 1.6 years | $12,393 | $12,640Best |
| Top 10 Weight | 94.6% | 37.6%Best |
| Fund Family | 3 EDGE Asset Management | Intech ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 3, 2024 | Mar 1, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 28, 2025 to Oct 14, 2026 (1.6 years).
EDGU vs LGDX 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 1.6 years both funds cover.
EDGU vs LGDX Performance
3EDGE Dynamic US Equity ETF (EDGU) is an ETF from 3 EDGE Asset Management and Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF. Over the past year EDGU returned +14.59% while LGDX returned +14.44%. Year to date, EDGU is up 11.37% versus a gain of 11.53% for LGDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LGDX has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 11.9% 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 -15.5% for EDGU and -15.8% for LGDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. 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 LGDX charges 0.25%. On a $10,000 position that is $91 vs $25 annually, a gap of $66 per year that compounds over a long holding period. On income, EDGU currently yields 0.69% against 0.47% for LGDX.
Holdings Overlap
0.6% of EDGU's money is in holdings LGDX also owns. 0.7% of LGDX's money is in holdings EDGU also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 14 positions we hold weights for in EDGU and 295 in LGDX, against full books of 30 and 590.
What only one of them owns
Our book lists 290 positions for LGDX that do not appear in our book for EDGU (98.8% of the fund), and 13 for EDGU that do not appear in LGDX (99.4%).
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.
Top Shared Holdings
| Stock | Weight in EDGU | Weight in LGDX | Difference |
|---|---|---|---|
| FGXXXFirst American Government Obligations Fund | 0.63% | 0.71% | 0.08% |
You are not choosing between two funds in isolation.
Whichever of EDGU and LGDX 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, EDGU or LGDX?
EDGU has an expense ratio of 0.91% while LGDX charges 0.25%. LGDX is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, EDGU or LGDX?
Over the past year EDGU returned +14.59% vs +14.44% for LGDX, so EDGU leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +14.35% vs +15.77% for LGDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGU or LGDX?
LGDX has been the more volatile fund at 12.5% annualized versus 11.9% for EDGU. Worst drawdown: EDGU -15.5% vs LGDX -15.8%.
Should I hold both EDGU and LGDX?
EDGU and LGDX have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, EDGU or LGDX?
EDGU yields 0.69% while LGDX yields 0.47%, so EDGU currently pays the higher dividend yield.
Is LGDX better than EDGU?
LGDX has a lower expense ratio. EDGU led over 1Y, LGDX over the full window. The two have moved almost in lockstep, correlation 0.91. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 94.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.