EDGU vs SECT
3EDGE Dynamic US Equity ETF vs Main Sector Rotation ETF
Which is better, EDGU or SECT?
Nearly the same fund. SECT costs less.
SECT has a lower expense ratio. EDGU led over 1Y, SECT over the full window. The two have moved almost in lockstep, correlation 0.95. EDGU is less concentrated, with 94.6% of the fund in its ten largest positions against 100.0%.
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 | SECT |
|---|---|---|
| Expense Ratio | 0.91% | 0.69%Best |
| AUM | $101M | $2.9B |
| Dividend Yield | 0.69% | 0.69% |
| Holdings | 30 | 19 |
| YTD Return | +11.37%Best | +10.58% |
| 1Y Return | +14.59%Best | +14.28% |
| 3Y Return (annualized) | - | +18.91% |
| 5Y Return (annualized) | - | +11.81% |
| Volatility (annualized) | 12.3%Best | 14.4% |
| Max Drawdown | -17.6%Best | -21.7% |
| $10,000 over 2 years | $12,796 | $13,433Best |
| Top 10 Weight | 94.6%Best | 100.0% |
| Fund Family | 3 EDGE Asset Management | Main Management ETF Advisors, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 3, 2024 | Sep 5, 2017 |
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 SECT 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 SECT Performance
3EDGE Dynamic US Equity ETF (EDGU) is an ETF from 3 EDGE Asset Management and Main Sector Rotation ETF (SECT) is an ETF from Main Management ETF Advisors, LLC. Over the past year EDGU returned +14.59% while SECT returned +14.28%. Year to date, EDGU is up 11.37% versus a gain of 10.58% for SECT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SECT has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 12.3% 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 -21.7% for SECT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 SECT charges 0.69%. On a $10,000 position that is $91 vs $69 annually, a gap of $22 per year that compounds over a long holding period. On income, EDGU currently yields 0.69% against 0.69% for SECT.
Holdings Overlap
45.5% of EDGU's money is in holdings SECT also owns. 89.1% of SECT's money is in holdings EDGU also owns.
Most of SECT is already inside EDGU. Owning both mostly buys the same companies twice.
7 positions in common, counted across the 14 positions we hold weights for in EDGU and 10 in SECT, against full books of 30 and 19.
What only one of them owns
Our book lists 3 positions for SECT that do not appear in our book for EDGU (10.9% of the fund), and 7 for EDGU that do not appear in SECT (54.6%).
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 SECT | Difference |
|---|---|---|---|
| XLKTechnology Select Sector Spdr | 12.92% | 42.23% | 29.31% |
| XLFFinancial Select Sector Spdr F | 10.64% | 15.67% | 5.03% |
| XLIIndustrial Select Sector Spdr Fund | 7.37% | 11.38% | 4.01% |
| XLVHealth Care Select Sector | 8.11% | 7.46% | 0.65% |
| XLUUtilities Select Sector Spdr F | 1.73% | 5.26% | 3.53% |
| XLYConsumer Discretionary Select | 3.14% | 3.45% | 0.31% |
| XLBMaterials Select Sector Spdr Fund | 1.54% | 3.67% | 2.13% |
89.1% of SECT 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 SECT?
EDGU has an expense ratio of 0.91% while SECT charges 0.69%. SECT is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, EDGU or SECT?
Over the past year EDGU returned +14.59% vs +14.28% for SECT, so EDGU leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +13.12% vs +15.90% for SECT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGU or SECT?
SECT has been the more volatile fund at 14.4% annualized versus 12.3% for EDGU. Worst drawdown: EDGU -17.6% vs SECT -21.7%.
Should I hold both EDGU and SECT?
EDGU and SECT have a monthly-return correlation of 0.95, 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.
What is the holdings overlap between EDGU and SECT?
89.1% of SECT's money is in holdings EDGU also owns. 89.1% of SECT's is in holdings EDGU also owns. They hold 7 positions in common, counted across the 14 positions we hold weights for in EDGU and 10 in SECT.
Which pays a higher dividend, EDGU or SECT?
EDGU yields 0.69% while SECT yields 0.69%, so SECT currently pays the higher dividend yield.
Is SECT better than EDGU?
SECT has a lower expense ratio. EDGU led over 1Y, SECT over the full window. The two have moved almost in lockstep, correlation 0.95. EDGU is less concentrated, with 94.6% of the fund in its ten largest positions against 100.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.