BTA vs EDGF

ABTA

BEDGF

Measures won0–2EDGF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.79%EDGF · $79 on $10k

Most income3.21%EDGF · $321 on $10k

Smallest drop−0.9%EDGF · worst fall in 1Y

Held in common7.6%BTA and EDGF

BTA

EDGF

Beacon Tactical Alternatives Risk ETF · $25M3EDGE Dynamic Fixed Income ETF · $595M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.86%Expense ratio$186 · $79 on $10k · lower wins0.79%

0.00%12-mo yield$0 · $321 on $10k3.21%

[…]Worst dropSmaller wins−0.9%

[…]VolatilityLower wins1.8%

0–2EDGF wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsBTA · EDGF

36.9%USDU7.6%

Held in common7.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ABTA	Beacon Tactical Alternatives Risk ETFRead Desk		1.86%	0.00%	+0.3%	new	new	new	new	[…]	$25M
2	BEDGF	3EDGE Dynamic Fixed Income ETFRead Desk		0.79%	3.21%	0.0%	+1.4%	+1.8%	new	new	−0.9%	$595M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ABTA	Beacon Tactical Alternatives Risk ETFRead Desk		1.86%	0.00%	+0.3%	new	new	new	new	[…]	$25M
2	BEDGF	3EDGE Dynamic Fixed Income ETFRead Desk		0.79%	3.21%	0.0%	+1.4%	+1.8%	new	new	−0.9%	$595M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BTA vs EDGF

BTA

Beacon Tactical Alternatives Risk

[…]

EDGF

3EDGE Dynamic Fixed Income

[…]

MeasureBTAEDGF

Fee1.86%0.79%

Cost on $10k a year$186$79

Yield0.00%3.21%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−0.9%

Volatility · 1Y[…]1.8%

2–0measures won
EDGF first

7.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BTA, EDGF

Today

7.6%most shared, BTA and EDGF

BTAEDGF

BTA—7.6%

EDGF7.6%—

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

Income After Fees on $10,000

$242most kept, EDGF

EDGF$321 − $79 = $242

BTA$0 − $186 = −$186

KeptFee

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