EDGF vs IBHI
Comparison between 3EDGE DYNAMIC FIXED INCOME ETF (EDGF, ETF) and ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF).
EDGF vs IBHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EDGF
$497M
IBHI
$497M
Expense Ratio
EDGF
0.79%
Winner
IBHI
0.35%
Max Drawdown
Winner
EDGF
2.15%
IBHI
16.35%
Sharpe Ratio
EDGF
-0.88
Winner
IBHI
0.37
5Y Beta
Winner
EDGF
0.00
IBHI
0.23
EDGF vs IBHI - Historical Returns
Returns include dividend reinvestment.
1M
EDGF
+0.43%
Winner
IBHI
+1.23%
3M
EDGF
+0.58%
Winner
IBHI
+1.28%
6M
EDGF
+0.67%
Winner
IBHI
+2.61%
1Y
EDGF
+2.30%
Winner
IBHI
+5.28%
5Y(CAGR)
EDGF
N/A
IBHI
+5.22%
Max(CAGR)
EDGF
+2.22%
Winner
IBHI
+5.22%
EDGF vs IBHI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EDGF | IBHI |
|---|---|---|
| 2026 | +1.41% | +2.88% |
| 2025 | +4.32% | +7.65% |
| 2024 | -1.41% | +9.25% |
| 2023 | N/A | +13.57% |
| 2022 | N/A | -8.53% |
EDGF vs IBHI Drawdown Comparison
The maximum drawdown for EDGF was -1.62%, occurring on Dec 27, 2024. Recovery took 100 trading sessions.
The maximum drawdown for IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.
| Rank | EDGF | IBHI |
|---|---|---|
| #1 | -1.62% Oct 3, 2024 - Feb 28, 2025 | -13.65% Mar 29, 2022 - Dec 1, 2023 |
| #2 | -1.48% Apr 3, 2025 - Jun 26, 2025 | -5.73% Feb 28, 2025 - May 30, 2025 |
| #3 | -0.64% Feb 27, 2026 - Jun 5, 2026 | -2.52% Mar 27, 2024 - May 15, 2024 |
| #4 | -0.60% Mar 3, 2025 - Mar 28, 2025 | -2.13% Mar 10, 2022 - Mar 17, 2022 |
| #5 | -0.60% Oct 22, 2025 - Jan 14, 2026 | -2.11% Feb 2, 2026 - Apr 8, 2026 |
| #6 | -0.52% Sep 16, 2025 - Oct 13, 2025 | -1.92% Dec 9, 2024 - Jan 21, 2025 |
| #7 | -0.49% Jan 29, 2026 - Feb 10, 2026 | -1.72% Dec 27, 2023 - Jan 30, 2024 |
| #8 | -0.32% Jan 14, 2026 - Jan 27, 2026 | -1.38% Feb 1, 2024 - Mar 7, 2024 |
| #9 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -1.31% Sep 22, 2025 - Oct 24, 2025 |
| #10 | -0.28% Jun 29, 2026 - Aug 13, 2026 | -1.30% Jul 31, 2024 - Aug 14, 2024 |
| #11 | -0.28% Jul 23, 2025 - Aug 1, 2025 | -1.14% Sep 20, 2024 - Nov 7, 2024 |
| #12 | -0.28% Jun 16, 2026 - Jun 26, 2026 | -1.12% May 15, 2024 - Jun 5, 2024 |
| #13 | -0.24% Aug 14, 2026 - Aug 19, 2026 | -1.10% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -0.20% Aug 29, 2025 - Sep 3, 2025 | -1.04% Mar 18, 2022 - Mar 29, 2022 |
| #15 | -0.18% Jun 5, 2026 - Jun 15, 2026 | -0.88% Nov 11, 2024 - Nov 29, 2024 |
Correlation
Correlation between EDGF and IBHI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
EDGF vs IBHI dividend yield comparison.
| Year | EDGF | IBHI |
|---|---|---|
| 2026 | 1.08% | 3.85% |
| 2025 | 3.61% | 6.79% |
| 2024 | 0.49% | 6.66% |
| 2023 | 0.00% | 6.48% |
| 2022 | 0.00% | 5.26% |
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