EDGF vs VGSR
Comparison between 3EDGE DYNAMIC FIXED INCOME ETF (EDGF, ETF) and VERT GLOBAL SUSTAINABLE REAL ESTATE ETF (VGSR, ETF).
EDGF vs VGSR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EDGF
$506M
VGSR
$506M
Expense Ratio
EDGF
0.79%
Winner
VGSR
0.45%
Max Drawdown
Winner
EDGF
2.07%
VGSR
19.97%
Sharpe Ratio
EDGF
-0.16
Winner
VGSR
0.65
5Y Beta
Winner
EDGF
0.00
VGSR
0.47
P/E Ratio
EDGF
N/A
VGSR
38.01
Forward P/E
EDGF
N/A
VGSR
43.66
PEG Ratio
EDGF
N/A
VGSR
0.41
5Y EPS CAGR
EDGF
N/A
VGSR
8.89%
Debt to Equity
EDGF
N/A
VGSR
27.58%
P/S Ratio
EDGF
N/A
VGSR
7.46
P/B Ratio
EDGF
N/A
VGSR
2.90
EDGF vs VGSR - Historical Returns
Returns include dividend reinvestment.
1M
EDGF
+0.28%
Winner
VGSR
+0.44%
3M
EDGF
+0.62%
Winner
VGSR
+3.25%
6M
EDGF
+1.00%
Winner
VGSR
+10.06%
1Y
EDGF
+3.50%
Winner
VGSR
+11.32%
Max(CAGR)
EDGF
+2.32%
Winner
VGSR
+11.44%
EDGF vs VGSR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EDGF | VGSR |
|---|---|---|
| 2026 | +1.07% | +8.89% |
| 2025 | +4.32% | +7.16% |
| 2024 | -1.41% | +5.33% |
| 2023 | N/A | +7.01% |
EDGF vs VGSR Drawdown Comparison
The maximum drawdown for EDGF was -1.62%, occurring on Dec 27, 2024. Recovery took 100 trading sessions.
The maximum drawdown for VGSR was -18.32%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.
The current VGSR drawdown is -1.24%.
| Rank | EDGF | VGSR |
|---|---|---|
| #1 | -1.62% Oct 3, 2024 - Feb 28, 2025 | -18.32% Sep 16, 2024 - Oct 27, 2025 |
| #2 | -1.48% Apr 3, 2025 - Jun 26, 2025 | -9.73% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -0.64% Feb 27, 2026 - Jun 5, 2026 | -8.51% Dec 14, 2023 - Jul 10, 2024 |
| #4 | -0.60% Mar 3, 2025 - Mar 28, 2025 | -5.76% Oct 27, 2025 - Feb 6, 2026 |
| #5 | -0.60% Oct 22, 2025 - Jan 14, 2026 | -3.29% Aug 1, 2024 - Aug 9, 2024 |
| #6 | -0.52% Sep 16, 2025 - Oct 13, 2025 | -3.20% May 6, 2026 - May 15, 2026 |
| #7 | -0.49% Jan 29, 2026 - Feb 10, 2026 | -3.06% Jul 17, 2024 - Aug 1, 2024 |
| #8 | -0.32% Jan 14, 2026 - Jan 27, 2026 | -2.48% Apr 17, 2026 - May 6, 2026 |
| #9 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -1.33% Feb 17, 2026 - Feb 26, 2026 |
| #10 | -0.28% Jul 23, 2025 - Aug 1, 2025 | -0.97% Aug 9, 2024 - Aug 13, 2024 |
| #11 | -0.20% Aug 29, 2025 - Sep 3, 2025 | -0.86% Aug 27, 2024 - Aug 30, 2024 |
| #12 | -0.18% Aug 13, 2025 - Aug 22, 2025 | -0.44% Sep 5, 2024 - Sep 9, 2024 |
| #13 | -0.16% Feb 20, 2026 - Feb 26, 2026 | -0.41% Dec 4, 2023 - Dec 7, 2023 |
| #14 | -0.16% Sep 8, 2025 - Sep 16, 2025 | -0.30% Jul 11, 2024 - Jul 15, 2024 |
| #15 | -0.12% Jan 27, 2026 - Jan 29, 2026 | -0.29% Aug 19, 2024 - Aug 21, 2024 |
Correlation
Correlation between EDGF and VGSR is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2023 - 2026)
EDGF vs VGSR dividend yield comparison.
| Year | EDGF | VGSR |
|---|---|---|
| 2026 | 0.17% | 0.83% |
| 2025 | 3.61% | 3.41% |
| 2024 | 0.49% | 3.79% |
| 2023 | 0.00% | 2.64% |
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