ESG vs EDGH
Comparison between FLEXSHARES STOXX US ESG SELECT INDEX FUND (ESG, ETF) and 3EDGE DYNAMIC HARD ASSETS ETF (EDGH, ETF).
ESG vs EDGH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESG
$128M
Winner
EDGH
$128M
Expense Ratio
Winner
ESG
0.32%
EDGH
1.01%
Max Drawdown
ESG
32.89%
Winner
EDGH
10.60%
Sharpe Ratio
Winner
ESG
1.53
EDGH
1.24
5Y Beta
ESG
0.90
Winner
EDGH
0.11
P/E Ratio
ESG
27.56
EDGH
N/A
Forward P/E
ESG
21.28
EDGH
N/A
PEG Ratio
ESG
0.46
EDGH
N/A
5Y Dividends CAGR
ESG
4.34%
EDGH
N/A
5Y EPS CAGR
ESG
24.32%
EDGH
N/A
Debt to Equity
ESG
40.18%
EDGH
N/A
P/S Ratio
ESG
3.17
EDGH
N/A
P/B Ratio
ESG
4.96
EDGH
N/A
ESG vs EDGH - Holdings Comparison
ESG and EDGH have 0 common holdings. Overlap is 0.00%
ESG's top 25 holdings weight is 61.71%. EDGH's top 25 holdings weight is 100.00%.
| Rank | ESG | EDGH |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.56% | USCF SUMMERHAVEN DYN CMDTYSTGY NOK-1 ETF (SDCI) - 22.60% |
| #2 | APPLE INC (AAPL) - 5.32% | HARBOR COMMODITY ALL-WEATHER STRATEGYETF (HGER) - 22.56% |
| #3 | NVIDIA CORP (NVDA) - 5.20% | SPROTT PHYSICAL GOLD TRUST (PHYS) - 21.69% |
| #4 | MICROSOFT CORP (MSFT) - 4.57% | SPROTT PHYSICAL GOLD AND SILVER TRUST (CEF) - 10.06% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.31% | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 9.22% |
| #6 | AMAZON.COM INC (AMZN) - 3.70% | INVESCO AGRICULTURE CMDTY STR NO K-1ETF (PDBA) - 9.15% |
| #7 | JPMORGAN CHASE & CO (JPM) - 3.52% | VANGUARD SHORT-TERM INFL-PROT SECS ETF (VTIP) - 4.31% |
| #8 | ELI LILLY AND CO (LLY) - 3.21% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.41% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.84% | N/A |
| #10 | EXXON MOBIL CORP (XOM) - 2.67% | N/A |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.37% | N/A |
| #12 | WALMART INC (WMT) - 2.24% | N/A |
| #13 | TESLA INC (TSLA) - 2.06% | N/A |
| #14 | PROCTER & GAMBLE CO (PG) - 1.42% | N/A |
| #15 | COCA-COLA CO (KO) - 1.33% | N/A |
| #16 | INTEL CORP (INTC) - 1.29% | N/A |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.27% | N/A |
| #18 | MERCK & CO INC (MRK) - 1.27% | N/A |
| #19 | CATERPILLAR INC (CAT) - 1.19% | N/A |
| #20 | ADVANCED MICRO DEVICES INC (AMD) - 1.18% | N/A |
| #21 | VISA INC CLASS A (V) - 1.17% | N/A |
| #22 | CISCO SYSTEMS INC (CSCO) - 1.01% | N/A |
| #23 | WELLS FARGO & CO (WFC) - 1.01% | N/A |
| #24 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.00% | N/A |
| #25 | BANK OF AMERICA CORP (BAC) - 1.00% | N/A |
| Total Holdings | 253 | 8 |
ESG vs EDGH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESG
+3.29%
EDGH
-4.72%
3M
Winner
ESG
+9.29%
EDGH
-2.77%
6M
ESG
+10.08%
Winner
EDGH
+11.37%
1Y
ESG
+23.63%
Winner
EDGH
+27.00%
5Y(CAGR)
ESG
+12.14%
EDGH
N/A
10Y(CAGR)
ESG
+14.84%
EDGH
N/A
Max(CAGR)
ESG
+14.84%
Winner
EDGH
+21.54%
ESG vs EDGH - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESG | EDGH |
|---|---|---|
| 2026 | +9.29% | +9.37% |
| 2025 | +16.48% | +27.74% |
| 2024 | +20.72% | -1.99% |
| 2023 | +28.05% | N/A |
| 2022 | -20.63% | N/A |
| 2021 | +30.12% | N/A |
| 2020 | +19.77% | N/A |
| 2019 | +30.99% | N/A |
| 2018 | -5.15% | N/A |
| 2017 | +22.77% | N/A |
| 2016 | +5.71% | N/A |
ESG vs EDGH Drawdown Comparison
The maximum drawdown for ESG was -32.52%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for EDGH was -10.60%, occurring on Feb 2, 2026. Recovery took 28 trading sessions.
The current ESG drawdown is -3.03%. The current EDGH drawdown is -7.27%.
| Rank | ESG | EDGH |
|---|---|---|
| #1 | -32.52% Feb 19, 2020 - Aug 6, 2020 | -10.60% Jan 29, 2026 - Mar 11, 2026 |
| #2 | -26.04% Jan 3, 2022 - Dec 13, 2023 | -7.86% Oct 16, 2025 - Dec 22, 2025 |
| #3 | -18.70% Oct 3, 2018 - Apr 12, 2019 | -7.43% Mar 12, 2026 - May 11, 2026 |
| #4 | -18.32% Feb 19, 2025 - Jun 26, 2025 | -7.27% May 12, 2026 - Jun 5, 2026 |
| #5 | -13.41% Jul 10, 2017 - Jan 12, 2018 | -5.52% Apr 2, 2025 - Apr 17, 2025 |
| #6 | -10.27% Jan 29, 2018 - Aug 6, 2018 | -5.23% Oct 22, 2024 - Jan 30, 2025 |
| #7 | -10.24% Sep 2, 2020 - Nov 16, 2020 | -3.16% May 6, 2025 - Jun 12, 2025 |
| #8 | -8.67% Feb 9, 2026 - Apr 17, 2026 | -2.95% Feb 19, 2025 - Mar 17, 2025 |
| #9 | -8.51% Jul 16, 2024 - Sep 19, 2024 | -2.93% Jun 13, 2025 - Jul 22, 2025 |
| #10 | -7.02% May 3, 2019 - Jun 20, 2019 | -2.81% Dec 26, 2025 - Jan 6, 2026 |
| #11 | -6.57% Jul 26, 2019 - Oct 28, 2019 | -2.67% Jul 22, 2025 - Aug 28, 2025 |
| #12 | -5.44% Mar 28, 2024 - May 15, 2024 | -2.61% Apr 21, 2025 - May 6, 2025 |
| #13 | -5.36% Sep 3, 2021 - Oct 20, 2021 | -1.50% Oct 3, 2024 - Oct 11, 2024 |
| #14 | -4.72% Oct 28, 2025 - Dec 11, 2025 | -1.25% Oct 8, 2025 - Oct 13, 2025 |
| #15 | -4.52% Dec 6, 2024 - Jan 27, 2025 | -1.18% Jan 14, 2026 - Jan 20, 2026 |
Correlation
Correlation between ESG and EDGH is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2016 - 2026)
ESG vs EDGH dividend yield comparison.
| Year | ESG | EDGH |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 0.96% | 1.18% |
| 2024 | 1.18% | 3.19% |
| 2023 | 1.10% | 0.00% |
| 2022 | 1.38% | 0.00% |
| 2021 | 1.03% | 0.00% |
| 2020 | 1.33% | 0.00% |
| 2019 | 1.51% | 0.00% |
| 2018 | 1.72% | 0.00% |
| 2017 | 1.52% | 0.00% |
| 2016 | 0.92% | 0.00% |
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