Compare · 2 funds side by side · dividends reinvested

EDGU and IWB

EDGU3 Edge×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

EDGU and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.1

3EDGE Dynamic US Equity ETFUS Stock Styles · Large cap0.91%0.68%+12.6%+11.8%[…][…]−7.1%13.0%$100M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: EDGU 2024 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

3EDGE Dynamic US Equity ETF · $100M[…]

EDGU

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EDGUMeasureIWB

+12.6%Year to dateJan 1 → Nov 4+13.0%

+11.8%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.91%Expense ratio$91 · $15 a year on $10k · lower is better0.15%

0.68%Trailing 12-mo yield$68 · $91 a year on $10k0.91%

−7.1%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer12.9%

EDGUIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5IWB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EDGU vs IWB: Top 5 Holdings

Today

EDGU

69.0%in top 5

IWB

in top 525.2%

EDGUStockIWB

19.5%VIGnot top 5

17.9%XLKnot top 5

12.0%QUALnot top 5

11.9%SHLDnot top 5

7.5%XLFnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

EDGU vs IWB Returns, Every Period

3 EdgeEDGU

+11.8%

past year

IWBiShares

+13.2%

past year

EDGUIWBFaded: behind in that period

0–2IWB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EDGU vs IWB

YTD

3 EdgeEDGU

+12.6%

IWBiShares

+13.0%

+12.6%Year to date+13.0%

−7.1%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y12.9%

0.7%Yield0.9%

$100MAssets$47.8B

3–1IWB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EDGU, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

EDGU0.91%$91

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EDGU, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

EDGU0.68%$68

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

EDGU$68 − $91 = −$23

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EDGU, IWB

Today

0.0%most shared, EDGU and IWB

EDGUIWB

EDGU—0.0%

IWB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

IWBWorst drop−8.9%12.9% vol

EDGUWorst drop−7.1%13.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWBEDGU

+13.0%Year to date+12.6%

0.9%Yield0.7%

+13.2%Past year+11.8%

0.15%Fee0.91%

4–0IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026