Compare · 2 funds side by side · dividends reinvested

EDGU and IWF

EDGU3 Edge×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

EDGU and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

3EDGE Dynamic US Equity ETFUS Stock Styles · Large cap0.91%0.70%+8.4%+8.5%[…][…]−7.1%13.5%$98M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: EDGU 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

3EDGE Dynamic US Equity ETF · $98M[…]

EDGU

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

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

EDGUMeasureIWF

+8.4%Year to dateJan 1 → Nov 6−5.3%

+8.5%1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.91%Expense ratio$91 · $18 a year on $10k · lower is better0.18%

0.70%Trailing 12-mo yield$70 · $39 a year on $10k0.39%

−7.1%Worst dropSmaller is better−14.6%

13.5%VolatilityLower is calmer19.4%

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

5–1EDGU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EDGU vs IWF: Top 5 Holdings

Today

EDGU

69.0%in top 5

IWF

in top 539.8%

EDGUStockIWF

19.5%VIGnot top 5

17.9%XLKnot top 5

not top 5NVDA14.1%

12.0%QUALnot top 5

11.9%SHLDnot top 5

not top 5AAPL9.0%

7.5%XLFnot top 5

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

EDGU vs IWF Returns, Every Period

3 EdgeEDGU

+8.5%

past year

IWFiShares

−6.5%

past year

EDGUIWFFaded: behind in that period

2–0EDGU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EDGU vs IWF

YTD

3 EdgeEDGU

+8.4%

IWFiShares

−5.3%

+8.4%Year to date−5.3%

−7.1%Worst drop · 1Y−14.6%

13.5%Volatility · 1Y19.4%

0.7%Yield0.4%

$98.0MAssets$115B

4–0EDGU wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EDGU, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

EDGU0.91%$91

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EDGU, IWF

0.70%highest, EDGU

FundTrailing yieldYield$10k

EDGU0.70%$70

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

EDGU$70 − $91 = −$21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EDGU, IWF

Today

0.0%most shared, EDGU and IWF

EDGUIWF

EDGU—0.0%

IWF0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.5%EDGU, at 13.5% volatility

EDGUWorst drop−7.1%13.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EDGUIWF

+8.4%Year to date−5.3%

0.7%Yield0.4%

+8.5%Past year−6.5%

0.91%Fee0.18%

3–1EDGU wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026