EDGU vs EFFE
Comparison between 3EDGE DYNAMIC US EQUITY ETF (EDGU, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).
EDGU vs EFFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EDGU
$148M
Winner
EFFE
$148M
Expense Ratio
EDGU
0.91%
Winner
EFFE
0.69%
Max Drawdown
Winner
EDGU
17.65%
EFFE
33.56%
Sharpe Ratio
Winner
EDGU
1.59
EFFE
1.19
5Y Beta
EDGU
0.87
Winner
EFFE
0.77
EDGU vs EFFE - Holdings Comparison
EDGU and EFFE have 0 common holdings. Overlap is 0.00%
EDGU's top 25 holdings weight is 100.01%. EFFE's top 25 holdings weight is 73.32%.
| Rank | EDGU | EFFE |
|---|---|---|
| #1 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 25.43% | LG ELECTRONICS INC (n/a) - 5.39% |
| #2 | INVESCO QQQ TRUST (QQQ) - 23.87% | SK HYNIX INC (n/a) - 4.97% |
| #3 | AVANTIS US SMALL CAP VALUE ETF (AVUV) - 14.33% | LENOVO GROUP LTD (n/a) - 4.95% |
| #4 | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 6.33% | ALCHIP TECHNOLOGIES LTD (n/a) - 3.74% |
| #5 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 5.89% | ACCTON TECHNOLOGY CORP (n/a) - 3.68% |
| #6 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 4.98% | WIWYNN CORP ORDINARY SHARES (n/a) - 3.55% |
| #7 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 4.76% | KIA CORP (n/a) - 3.38% |
| #8 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 4.22% | WISTRON CORP (n/a) - 3.35% |
| #9 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 3.57% | n/a (n/a) - 3.31% |
| #10 | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 2.77% | QUANTA COMPUTER INC (n/a) - 3.18% |
| #11 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 1.28% | XIAOMI CORP CLASS B (n/a) - 3.17% |
| #12 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 1.12% | CMOC GROUP LTD CLASS A (n/a) - 2.98% |
| #13 | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 1.02% | SAMSUNG C&T CORP (n/a) - 2.55% |
| #14 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.44% | KUNLUN ENERGY CO LTD (n/a) - 2.42% |
| #15 | N/A | n/a (n/a) - 2.40% |
| #16 | N/A | ASIAN PAINTS LTD (n/a) - 2.38% |
| #17 | N/A | BANK OF CHINA LTD CLASS H (n/a) - 2.33% |
| #18 | N/A | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.29% |
| #19 | N/A | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.26% |
| #20 | N/A | TIM SA ORDINARY SHARES (n/a) - 2.06% |
| #21 | N/A | BHARTI AIRTEL LTD (n/a) - 1.93% |
| #22 | N/A | OIL & NATURAL GAS CORP LTD (n/a) - 1.82% |
| #23 | N/A | VODACOM GROUP LTD (n/a) - 1.81% |
| #24 | N/A | n/a (n/a) - 1.78% |
| #25 | N/A | SAUDI ARABIAN OIL CO (n/a) - 1.64% |
| Total Holdings | 14 | 96 |
EDGU vs EFFE - Historical Returns
Returns include dividend reinvestment.
1M
EDGU
+2.75%
Winner
EFFE
+3.12%
3M
EDGU
+13.06%
Winner
EFFE
+19.54%
6M
EDGU
+11.39%
Winner
EFFE
+20.89%
1Y
EDGU
+25.04%
Winner
EFFE
+31.38%
5Y(CAGR)
EDGU
N/A
EFFE
+1.85%
10Y(CAGR)
EDGU
N/A
EFFE
+2.93%
Max(CAGR)
Winner
EDGU
+15.82%
EFFE
+2.45%
EDGU vs EFFE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EDGU | EFFE |
|---|---|---|
| 2026 | +11.14% | +18.83% |
| 2025 | +15.03% | +22.70% |
| 2024 | +0.27% | -0.84% |
| 2019 | N/A | +5.04% |
| 2018 | N/A | -4.76% |
| 2017 | N/A | +14.12% |
| 2016 | N/A | +11.36% |
| 2015 | N/A | -9.58% |
| 2014 | N/A | +4.43% |
EDGU vs EFFE Drawdown Comparison
The maximum drawdown for EDGU was -17.58%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The current EDGU drawdown is -1.54%. The current EFFE drawdown is -6.46%.
| Rank | EDGU | EFFE |
|---|---|---|
| #1 | -17.58% Feb 19, 2025 - Jul 22, 2025 | -32.35% Jan 26, 2018 - May 5, 2026 |
| #2 | -7.08% Feb 9, 2026 - Apr 16, 2026 | -15.96% Mar 23, 2015 - Apr 25, 2017 |
| #3 | -6.25% Oct 28, 2025 - Jan 6, 2026 | -10.21% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -5.90% Dec 4, 2024 - Feb 18, 2025 | -7.24% May 14, 2026 - May 26, 2026 |
| #5 | -4.27% Jun 2, 2026 - Jun 10, 2026 | -5.27% Sep 11, 2017 - Dec 26, 2017 |
| #6 | -3.25% Oct 8, 2025 - Oct 24, 2025 | -3.55% Nov 26, 2014 - Dec 22, 2014 |
| #7 | -3.10% Oct 18, 2024 - Nov 6, 2024 | -3.47% Feb 5, 2015 - Mar 18, 2015 |
| #8 | -2.44% Nov 11, 2024 - Nov 26, 2024 | -1.84% Apr 26, 2017 - May 30, 2017 |
| #9 | -2.37% Jul 25, 2025 - Aug 12, 2025 | -1.63% May 11, 2026 - May 14, 2026 |
| #10 | -2.17% Jan 12, 2026 - Jan 27, 2026 | -1.48% Jun 19, 2017 - Jul 14, 2017 |
| #11 | -2.01% Feb 2, 2026 - Feb 6, 2026 | -1.41% May 26, 2026 - May 29, 2026 |
| #12 | -1.95% May 14, 2026 - May 22, 2026 | -1.31% Dec 28, 2017 - Jan 5, 2018 |
| #13 | -1.67% Aug 28, 2025 - Sep 9, 2025 | -1.20% May 6, 2026 - May 8, 2026 |
| #14 | -1.31% Aug 13, 2025 - Aug 22, 2025 | -0.85% Dec 29, 2014 - Jan 8, 2015 |
| #15 | -1.27% Sep 22, 2025 - Oct 1, 2025 | -0.81% Jan 16, 2018 - Jan 23, 2018 |
Correlation
Correlation between EDGU and EFFE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2014 - 2026)
EDGU vs EFFE dividend yield comparison.
| Year | EDGU | EFFE |
|---|---|---|
| 2026 | 0.17% | 0.00% |
| 2025 | 0.61% | 4.69% |
| 2024 | 0.15% | 0.00% |
| 2018 | 0.00% | 1.82% |
| 2017 | 0.00% | 3.90% |
| 2016 | 0.00% | 1.76% |
| 2015 | 0.00% | 4.68% |
| 2014 | 0.00% | 0.61% |
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