EDGU vs ZJAN
3EDGE Dynamic US Equity ETF vs Innovator Equity Defined Protection ETF - 1 Yr January
Which is better, EDGU or ZJAN?
EDGU has been ahead.
ZJAN 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 | ZJAN |
|---|---|---|
| Expense Ratio | 0.91% | 0.79%Best |
| AUM | $101M | $109M |
| Dividend Yield | 0.69% | 0.00% |
| Holdings | 30 | 15 |
| YTD Return | +11.37%Best | +3.98% |
| 1Y Return | +14.59%Best | +5.91% |
| Volatility (annualized) | 11.7% | 2.4%Best |
| Max Drawdown | -17.6% | -3.2%Best |
| $10,000 over 1.8 years | $12,871Best | $11,130 |
| Fund Family | 3 EDGE Asset Management | Innovator ETFs Trust |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 3, 2024 | Jan 2, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 2, 2025 to Oct 14, 2026 (1.8 years).
EDGU vs ZJAN 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 1.8 years both funds cover.
EDGU vs ZJAN Performance
3EDGE Dynamic US Equity ETF (EDGU) is an ETF from 3 EDGE Asset Management and Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) is an ETF from Innovator ETFs Trust. Over the past year EDGU returned +14.59% while ZJAN returned +5.91%. Year to date, EDGU is up 11.37% versus a gain of 3.98% for ZJAN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EDGU has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 2.4% for ZJAN. 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 -3.2% for ZJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EDGU charges 0.91% per year while ZJAN charges 0.79%. On a $10,000 position that is $91 vs $79 annually, a gap of $12 per year that compounds over a long holding period. On income, EDGU currently yields 0.69% against 0.00% for ZJAN.
You are not choosing between two funds in isolation.
Whichever of EDGU and ZJAN 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 ZJAN?
EDGU has an expense ratio of 0.91% while ZJAN charges 0.79%. ZJAN is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, EDGU or ZJAN?
Over the past year EDGU returned +14.59% vs +5.91% for ZJAN, so EDGU leads on 1-year performance. Over the longest common window we track (2 years), EDGU annualized +15.05% vs +6.13% for ZJAN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDGU or ZJAN?
EDGU has been the more volatile fund at 11.7% annualized versus 2.4% for ZJAN. Worst drawdown: EDGU -17.6% vs ZJAN -3.2%.
Should I hold both EDGU and ZJAN?
EDGU and ZJAN have a monthly-return correlation of 0.84, 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 ZJAN?
EDGU yields 0.69% while ZJAN yields 0.00%, so EDGU currently pays the higher dividend yield.
Is ZJAN better than EDGU?
ZJAN 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.