EDGU vs SVOL
3EDGE Dynamic US Equity ETF vs Simplify Volatility Premium ETF
Which is better, EDGU or SVOL?
Each has led over a different period.
SVOL has a lower expense ratio. EDGU led over the full window, SVOL over 1Y.
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 | SVOL |
|---|---|---|
| Expense Ratio | 0.91% | 0.66%Best |
| AUM | $101M | $530M |
| Dividend Yield | 0.69% | 21.23% |
| Holdings | 30 | 109 |
| YTD Return | +11.37% | +11.39%Best |
| 1Y Return | +14.59% | +17.01%Best |
| 3Y Return (annualized) | - | +8.93% |
| 5Y Return (annualized) | - | +7.72% |
| Volatility (annualized) | 12.3%Best | 16.8% |
| Max Drawdown | -17.6%Best | -33.5% |
| $10,000 over 2 years | $12,796Best | $11,370 |
| Fund Family | 3 EDGE Asset Management | Simplify Exchange Traded Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 3, 2024 | May 12, 2021 |
Not shown on this pair: Top 10 Weight.
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 SVOL 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 SVOL Performance
3EDGE Dynamic US Equity ETF (EDGU) is an ETF from 3 EDGE Asset Management and Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds. Over the past year EDGU returned +14.59% while SVOL returned +17.01%. Year to date, EDGU is up 11.37% versus a gain of 11.39% for SVOL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SVOL has been the more volatile fund, with annualized monthly volatility of 16.8% 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 -33.5% for SVOL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EDGU charges 0.91% per year while SVOL charges 0.66%. On a $10,000 position that is $91 vs $66 annually, a gap of $25 per year that compounds over a long holding period. On income, EDGU currently yields 0.69% against 21.23% for SVOL.
Holdings Overlap
We hold position weights for 14 holdings in EDGU and 10 in SVOL, totalling 100.0% and 48.8% 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 14 positions we hold weights for in EDGU and 10 in SVOL, against full books of 30 and 109.
You are not choosing between two funds in isolation.
Whichever of EDGU and SVOL 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 SVOL?
EDGU has an expense ratio of 0.91% while SVOL charges 0.66%. SVOL is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, EDGU or SVOL?
Over the past year EDGU returned +14.59% vs +17.01% for SVOL, so SVOL leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +13.12% vs +6.63% for SVOL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGU or SVOL?
SVOL has been the more volatile fund at 16.8% annualized versus 12.3% for EDGU. Worst drawdown: EDGU -17.6% vs SVOL -33.5%.
Should I hold both EDGU and SVOL?
EDGU and SVOL have a monthly-return correlation of 0.77, 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, EDGU or SVOL?
EDGU yields 0.69% while SVOL yields 21.23%, so SVOL currently pays the higher dividend yield.
Is SVOL better than EDGU?
SVOL has a lower expense ratio. EDGU led over the full window, SVOL over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.