ERH vs EDGI
Comparison between Allspring Utilities and High Income Fund (ERH, ETF) and 3EDGE DYNAMIC INTERNATIONAL EQUITY ETF (EDGI, ETF).
ERH vs EDGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ERH
$121M
EDGI
$120M
Expense Ratio
ERH
N/A
EDGI
0.97%
Max Drawdown
ERH
74.70%
Winner
EDGI
15.03%
Sharpe Ratio
ERH
0.11
Winner
EDGI
0.94
5Y Beta
Winner
ERH
0.27
EDGI
0.74
5Y Dividends CAGR
ERH
1.79%
EDGI
N/A
ERH vs EDGI - Historical Returns
Returns include dividend reinvestment.
1M
ERH
-2.20%
Winner
EDGI
+5.93%
3M
ERH
-1.59%
Winner
EDGI
+3.00%
6M
ERH
-4.53%
Winner
EDGI
+1.94%
1Y
ERH
+4.24%
Winner
EDGI
+20.99%
5Y(CAGR)
ERH
+3.35%
EDGI
N/A
10Y(CAGR)
ERH
+6.32%
EDGI
N/A
Max(CAGR)
ERH
+6.94%
Winner
EDGI
+16.53%
ERH vs EDGI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ERH | EDGI |
|---|---|---|
| 2026 | +3.09% | +12.23% |
| 2025 | +19.30% | +26.58% |
| 2024 | +24.86% | -7.10% |
| 2023 | -11.14% | N/A |
| 2022 | -18.66% | N/A |
| 2021 | +24.09% | N/A |
| 2020 | -2.29% | N/A |
| 2019 | +31.38% | N/A |
| 2018 | -8.20% | N/A |
| 2017 | +18.00% | N/A |
| 2016 | +15.44% | N/A |
| 2015 | -7.58% | N/A |
| 2014 | +16.65% | N/A |
| 2013 | +13.20% | N/A |
| 2012 | +9.30% | N/A |
| 2011 | +3.37% | N/A |
| 2010 | -17.01% | N/A |
| 2009 | +39.98% | N/A |
| 2008 | -51.44% | N/A |
| 2007 | +16.01% | N/A |
| 2006 | +63.33% | N/A |
| 2005 | +15.48% | N/A |
| 2004 | +9.31% | N/A |
ERH vs EDGI Drawdown Comparison
The maximum drawdown for ERH was -69.81%, occurring on Mar 9, 2009. Recovery took 2326 trading sessions.
The maximum drawdown for EDGI was -14.52%, occurring on Apr 8, 2025. Recovery took 143 trading sessions.
The current ERH drawdown is -6.71%. The current EDGI drawdown is -0.29%.
| Rank | ERH | EDGI |
|---|---|---|
| #1 | -69.81% Jan 11, 2008 - Apr 7, 2017 | -14.52% Oct 4, 2024 - May 2, 2025 |
| #2 | -46.06% Feb 20, 2020 - Jun 10, 2021 | -12.84% Feb 25, 2026 - Jun 18, 2026 |
| #3 | -37.84% Dec 15, 2021 - Jun 3, 2025 | -5.50% Jun 22, 2026 - Aug 7, 2026 |
| #4 | -25.62% Apr 12, 2007 - Oct 23, 2007 | -4.80% Nov 12, 2025 - Dec 10, 2025 |
| #5 | -14.12% May 3, 2004 - Nov 4, 2004 | -3.90% Jul 23, 2025 - Aug 12, 2025 |
| #6 | -13.93% Dec 12, 2017 - Aug 10, 2018 | -3.71% Oct 6, 2025 - Oct 20, 2025 |
| #7 | -13.90% Nov 13, 2007 - Dec 31, 2007 | -2.43% Jun 12, 2025 - Jun 26, 2025 |
| #8 | -12.90% Sep 13, 2018 - Feb 4, 2019 | -2.22% Oct 28, 2025 - Nov 12, 2025 |
| #9 | -12.85% Sep 14, 2021 - Dec 6, 2021 | -2.21% Jan 27, 2026 - Feb 6, 2026 |
| #10 | -10.95% Jan 3, 2007 - Mar 21, 2007 | -1.93% Aug 17, 2026 - Aug 18, 2026 |
| #11 | -9.36% Oct 7, 2025 - Feb 25, 2026 | -1.88% Aug 22, 2025 - Sep 8, 2025 |
| #12 | -8.83% May 4, 2026 - May 18, 2026 | -1.58% Dec 11, 2025 - Dec 22, 2025 |
| #13 | -8.38% Feb 27, 2026 - May 1, 2026 | -1.34% Feb 11, 2026 - Feb 24, 2026 |
| #14 | -7.79% Oct 4, 2005 - Jan 18, 2006 | -1.31% Sep 22, 2025 - Oct 1, 2025 |
| #15 | -6.40% Mar 7, 2005 - Jun 7, 2005 | -1.29% Jan 12, 2026 - Jan 22, 2026 |
Correlation
Correlation between ERH and EDGI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2004 - 2026)
ERH vs EDGI dividend yield comparison.
| Year | ERH | EDGI |
|---|---|---|
| 2026 | 5.95% | 0.24% |
| 2025 | 8.13% | 1.97% |
| 2024 | 7.15% | 0.61% |
| 2023 | 9.19% | 0.00% |
| 2022 | 8.09% | 0.00% |
| 2021 | 5.86% | 0.00% |
| 2020 | 7.20% | 0.00% |
| 2019 | 6.53% | 0.00% |
| 2018 | 8.06% | 0.00% |
| 2017 | 6.82% | 0.00% |
| 2016 | 7.53% | 0.00% |
| 2015 | 8.04% | 0.00% |
| 2014 | 7.03% | 0.00% |
| 2013 | 7.63% | 0.00% |
| 2012 | 8.05% | 0.00% |
| 2011 | 8.07% | 0.00% |
| 2010 | 8.67% | 0.00% |
| 2009 | 8.96% | 0.00% |
| 2008 | 23.94% | 0.00% |
| 2007 | 15.45% | 0.00% |
| 2006 | 12.10% | 0.00% |
| 2005 | 20.46% | 0.00% |
| 2004 | 5.12% | 0.00% |
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