EDGU vs ZIG
3EDGE Dynamic US Equity ETF vs The Acquirers Fund ETF
Which is better, EDGU or ZIG?
EDGU has been ahead.
ZIG has a lower expense ratio. EDGU led over 1Y and the full window. ZIG is less concentrated, with 34.5% 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 | ZIG |
|---|---|---|
| Expense Ratio | 0.91% | 0.75%Best |
| AUM | $101M | $30M |
| Dividend Yield | 0.69% | 1.70% |
| Holdings | 30 | 97 |
| YTD Return | +11.37%Best | +5.85% |
| 1Y Return | +14.59%Best | +7.60% |
| 3Y Return (annualized) | - | +10.04% |
| 5Y Return (annualized) | - | +7.65% |
| Volatility (annualized) | 12.3%Best | 17.0% |
| Max Drawdown | -17.6%Best | -29.8% |
| $10,000 over 2 years | $12,796Best | $10,284 |
| Top 10 Weight | 94.6% | 34.5%Best |
| Fund Family | 3 EDGE Asset Management | Acquirers Funds, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 3, 2024 | May 14, 2019 |
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 ZIG 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 ZIG Performance
3EDGE Dynamic US Equity ETF (EDGU) is an ETF from 3 EDGE Asset Management and The Acquirers Fund ETF (ZIG) is an ETF from Acquirers Funds, LLC. Over the past year EDGU returned +14.59% while ZIG returned +7.60%. Year to date, EDGU is up 11.37% versus a gain of 5.85% for ZIG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ZIG has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -29.8% for ZIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EDGU charges 0.91% per year while ZIG charges 0.75%. On a $10,000 position that is $91 vs $75 annually, a gap of $16 per year that compounds over a long holding period. On income, EDGU currently yields 0.69% against 1.70% for ZIG.
Holdings Overlap
0.6% of EDGU's money is in holdings ZIG also owns. 0.1% of ZIG'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 32 in ZIG, against full books of 30 and 97.
What only one of them owns
Our book lists 31 positions for ZIG that do not appear in our book for EDGU (99.9% of the fund), and 13 for EDGU that do not appear in ZIG (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 ZIG | Difference |
|---|---|---|---|
| FGXXXFirst American Government Obligations Fund | 0.63% | 0.08% | 0.55% |
You are not choosing between two funds in isolation.
Whichever of EDGU and ZIG 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 ZIG?
EDGU has an expense ratio of 0.91% while ZIG charges 0.75%. ZIG is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, EDGU or ZIG?
Over the past year EDGU returned +14.59% vs +7.60% for ZIG, so EDGU leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +13.12% vs +1.41% for ZIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGU or ZIG?
ZIG has been the more volatile fund at 17.0% annualized versus 12.3% for EDGU. Worst drawdown: EDGU -17.6% vs ZIG -29.8%.
Should I hold both EDGU and ZIG?
EDGU and ZIG have a monthly-return correlation of 0.54, 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 ZIG?
EDGU yields 0.69% while ZIG yields 1.70%, so ZIG currently pays the higher dividend yield.
Is ZIG better than EDGU?
ZIG has a lower expense ratio. EDGU led over 1Y and the full window. ZIG is less concentrated, with 34.5% 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.