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XPAY vs EDGU

Comparison between ROUNDHILL S&P 500 TARGET 20 MANAGED DISTRIBUTION ETF (XPAY, ETF) and 3EDGE DYNAMIC US EQUITY ETF (EDGU, ETF).

XPAY vs EDGU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
XPAY
$148M
EDGU
$148M
Expense Ratio
Winner
XPAY
0.49%
EDGU
0.91%
Max Drawdown
XPAY
23.01%
Winner
EDGU
17.65%
Sharpe Ratio
XPAY
1.50
Winner
EDGU
1.59
5Y Beta
XPAY
0.94
Winner
EDGU
0.87

XPAY vs EDGU - Holdings Comparison

XPAY and EDGU have 1 common holdings. Overlap is 0.44%

XPAY's top 25 holdings weight is 6.15%. EDGU's top 25 holdings weight is 100.01%.

RankXPAYEDGU
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.15%
STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 25.43%
#2N/A
INVESCO QQQ TRUST (QQQ) - 23.87%
#3N/A
AVANTIS US SMALL CAP VALUE ETF (AVUV) - 14.33%
#4N/A
STATE STREET®FINSELSECTSPDR®ETF (XLF) - 6.33%
#5N/A
STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 5.89%
#6N/A
STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 4.98%
#7N/A
STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 4.76%
#8N/A
STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 4.22%
#9N/A
STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 3.57%
#10N/A
STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 2.77%
#11N/A
STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 1.28%
#12N/A
STATE STREET®MATSELSECTSPDR®ETF (XLB) - 1.12%
#13N/A
STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 1.02%
#14N/A
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.44%
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings114

XPAY vs EDGU - Historical Returns

Returns include dividend reinvestment.

1M
XPAY
+0.19%
Winner
EDGU
+2.75%
3M
XPAY
+11.32%
Winner
EDGU
+13.06%
6M
XPAY
+8.85%
Winner
EDGU
+11.39%
1Y
XPAY
+23.27%
Winner
EDGU
+25.04%
Max(CAGR)
Winner
XPAY
+17.98%
EDGU
+15.82%

XPAY vs EDGU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearXPAYEDGU
2026+8.41%+11.14%
2025+16.85%+15.03%
2024+3.12%+0.27%

XPAY vs EDGU Drawdown Comparison

The maximum drawdown for XPAY was -18.21%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The maximum drawdown for EDGU was -17.58%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.

The current XPAY drawdown is -2.59%. The current EDGU drawdown is -1.54%.

RankXPAYEDGU
#1-18.21%
Feb 19, 2025 - Jun 26, 2025
-17.58%
Feb 19, 2025 - Jul 22, 2025
#2-9.33%
Jan 28, 2026 - Apr 15, 2026
-7.08%
Feb 9, 2026 - Apr 16, 2026
#3-5.03%
Oct 28, 2025 - Dec 11, 2025
-6.25%
Oct 28, 2025 - Jan 6, 2026
#4-4.40%
Dec 6, 2024 - Jan 23, 2025
-5.90%
Dec 4, 2024 - Feb 18, 2025
#5-4.34%
Jun 2, 2026 - Jun 10, 2026
-4.27%
Jun 2, 2026 - Jun 10, 2026
#6-2.87%
Oct 8, 2025 - Oct 24, 2025
-3.25%
Oct 8, 2025 - Oct 24, 2025
#7-2.68%
Dec 11, 2025 - Dec 24, 2025
-3.10%
Oct 18, 2024 - Nov 6, 2024
#8-2.56%
Jan 12, 2026 - Jan 27, 2026
-2.44%
Nov 11, 2024 - Nov 26, 2024
#9-2.41%
Jul 25, 2025 - Aug 12, 2025
-2.37%
Jul 25, 2025 - Aug 12, 2025
#10-2.35%
Nov 11, 2024 - Nov 26, 2024
-2.17%
Jan 12, 2026 - Jan 27, 2026
#11-2.00%
Jan 23, 2025 - Feb 19, 2025
-2.01%
Feb 2, 2026 - Feb 6, 2026
#12-1.84%
May 14, 2026 - May 26, 2026
-1.95%
May 14, 2026 - May 22, 2026
#13-1.52%
Aug 13, 2025 - Aug 22, 2025
-1.67%
Aug 28, 2025 - Sep 9, 2025
#14-1.40%
Aug 28, 2025 - Sep 9, 2025
-1.31%
Aug 13, 2025 - Aug 22, 2025
#15-1.38%
Sep 22, 2025 - Oct 1, 2025
-1.27%
Sep 22, 2025 - Oct 1, 2025

Correlation

Correlation between XPAY and EDGU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2024 - 2026)

XPAY vs EDGU dividend yield comparison.

YearXPAYEDGU
202610.21%0.17%
202521.21%0.61%
20243.40%0.15%

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