EDGU vs SCDV
Comparison between 3EDGE DYNAMIC US EQUITY ETF (EDGU, ETF) and BAHL & GAYNOR SMALL CAP DIVIDEND ETF (SCDV, ETF).
EDGU vs SCDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EDGU
$154M
SCDV
$154M
Expense Ratio
EDGU
0.91%
Winner
SCDV
0.70%
Max Drawdown
Winner
EDGU
17.65%
SCDV
23.00%
Sharpe Ratio
Winner
EDGU
1.23
SCDV
0.85
5Y Beta
EDGU
0.87
Winner
SCDV
0.83
P/E Ratio
EDGU
N/A
SCDV
30.10
Forward P/E
EDGU
N/A
SCDV
23.32
PEG Ratio
EDGU
N/A
SCDV
0.80
5Y EPS CAGR
EDGU
N/A
SCDV
14.21%
Debt to Equity
EDGU
N/A
SCDV
28.98%
P/S Ratio
EDGU
N/A
SCDV
2.92
P/B Ratio
EDGU
N/A
SCDV
4.04
EDGU vs SCDV - Holdings Comparison
EDGU and SCDV have 0 common holdings. Overlap is 0.00%
EDGU's top 25 holdings weight is 100.00%. SCDV's top 25 holdings weight is 88.02%.
| Rank | EDGU | SCDV |
|---|---|---|
| #1 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 22.42% | ENSIGN GROUP INC (ENSG) - 7.76% |
| #2 | INVESCO QQQ TRUST (QQQ) - 13.50% | CURTISS-WRIGHT CORP (CW) - 6.40% |
| #3 | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 10.04% | ENPRO INC (NPO) - 5.28% |
| #4 | STATE STREET® SPDR® PRTFLNSDQ®100ETF (QNDX) - 7.80% | CHEMED CORP (CHE) - 5.08% |
| #5 | AVANTIS US SMALL CAP VALUE ETF (AVUV) - 7.45% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 4.89% |
| #6 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 7.29% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 4.88% |
| #7 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 7.29% | FEDERAL SIGNAL CORP (FSS) - 4.87% |
| #8 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 7.24% | SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 4.64% |
| #9 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 6.71% | GILDAN ACTIVEWEAR INC (n/a) - 4.43% |
| #10 | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 3.70% | EVERCORE INC CLASS A (EVR) - 3.81% |
| #11 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 1.82% | TEXAS ROADHOUSE INC (TXRH) - 3.22% |
| #12 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 1.60% | LITTELFUSE INC (LFUS) - 3.14% |
| #13 | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 1.51% | CHESAPEAKE UTILITIES CORP (CPK) - 2.90% |
| #14 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.14% | BWX TECHNOLOGIES INC (BWXT) - 2.85% |
| #15 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.49% | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.76% |
| #16 | N/A | ENTEGRIS INC (ENTG) - 2.64% |
| #17 | N/A | BALCHEM CORP (BCPC) - 2.61% |
| #18 | N/A | TETRA TECH INC (TTEK) - 2.32% |
| #19 | N/A | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.31% |
| #20 | N/A | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 2.22% |
| #21 | N/A | MSA SAFETY INC (MSA) - 2.20% |
| #22 | N/A | NEW YORK TIMES CO CLASS A (NYT) - 1.91% |
| #23 | N/A | MOOG INC CLASS A (MOG-A) - 1.71% |
| #24 | N/A | APTARGROUP INC (ATR) - 1.60% |
| #25 | N/A | ENCOMPASS HEALTH CORP (EHC) - 1.59% |
| Total Holdings | 15 | 37 |
EDGU vs SCDV - Historical Returns
Returns include dividend reinvestment.
1M
EDGU
-1.26%
Winner
SCDV
+0.81%
3M
Winner
EDGU
+6.46%
SCDV
+5.15%
6M
Winner
EDGU
+9.22%
SCDV
+6.78%
1Y
Winner
EDGU
+20.47%
SCDV
+18.00%
Max(CAGR)
Winner
EDGU
+14.53%
SCDV
+7.04%
EDGU vs SCDV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | EDGU | SCDV |
|---|---|---|
| 2026 | +10.64% | +14.14% |
| 2025 | +15.03% | +3.93% |
| 2024 | +0.27% | -6.38% |
EDGU vs SCDV Drawdown Comparison
The maximum drawdown for EDGU was -17.58%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The maximum drawdown for SCDV was -22.84%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.
The current EDGU drawdown is -1.98%. The current SCDV drawdown is -1.07%.
| Rank | EDGU | SCDV |
|---|---|---|
| #1 | -17.58% Feb 19, 2025 - Jul 22, 2025 | -22.84% Dec 12, 2024 - Aug 13, 2025 |
| #2 | -7.08% Feb 9, 2026 - Apr 16, 2026 | -11.38% Feb 20, 2026 - Jun 24, 2026 |
| #3 | -6.25% Oct 28, 2025 - Jan 6, 2026 | -7.68% Oct 27, 2025 - Jan 12, 2026 |
| #4 | -5.90% Dec 4, 2024 - Feb 18, 2025 | -3.17% Aug 22, 2025 - Oct 20, 2025 |
| #5 | -4.27% Jun 2, 2026 - Jun 10, 2026 | -2.66% Jul 6, 2026 - Jul 8, 2026 |
| #6 | -3.25% Oct 8, 2025 - Oct 24, 2025 | -2.36% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -3.10% Oct 18, 2024 - Nov 6, 2024 | -1.86% Jan 15, 2026 - Feb 4, 2026 |
| #8 | -2.44% Nov 11, 2024 - Nov 26, 2024 | -1.21% Oct 20, 2025 - Oct 24, 2025 |
| #9 | -2.37% Jul 25, 2025 - Aug 12, 2025 | -1.19% Jun 25, 2026 - Jun 30, 2026 |
| #10 | -2.17% Jan 12, 2026 - Jan 27, 2026 | -0.67% Jun 30, 2026 - Jul 6, 2026 |
| #11 | -2.01% Feb 2, 2026 - Feb 6, 2026 | -0.55% Feb 11, 2026 - Feb 13, 2026 |
| #12 | -1.95% May 14, 2026 - May 22, 2026 | -0.19% Feb 13, 2026 - Feb 20, 2026 |
| #13 | -1.67% Aug 28, 2025 - Sep 9, 2025 | N/A |
| #14 | -1.31% Aug 13, 2025 - Aug 22, 2025 | N/A |
| #15 | -1.27% Sep 22, 2025 - Oct 1, 2025 | N/A |
Correlation
Correlation between EDGU and SCDV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2024 - 2026)
EDGU vs SCDV dividend yield comparison.
| Year | EDGU | SCDV |
|---|---|---|
| 2026 | 0.29% | 0.16% |
| 2025 | 0.61% | 0.61% |
| 2024 | 0.15% | 0.05% |
Select Stocks to Compare
Popular: EDGU vs SPYSCDV vs SPY
More Comparisons
Compare with similar stocks