EDGF vs. USDX

Last updated Jun 5, 2026

EDGF (3EDGE Dynamic Fixed Income ETF) and USDX (SGI Enhanced Core ETF) are both Intermediate Core Bond funds. Both are actively managed. Over the past year, EDGF returned 3.23% vs 5.97% for USDX. At a correlation of -0.01, they often move in opposite directions. EDGF charges 0.79%/yr vs 0.98%/yr for USDX.

Performance

EDGF vs. USDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in 3EDGE Dynamic Fixed Income ETF (EDGF) and SGI Enhanced Core ETF (USDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EDGF achieves a 0.86% return, which is significantly lower than USDX's 1.79% return.

EDGF

• 1D: -0.04%
• 1M: 0.16%
• YTD: 0.86%
• 6M: 0.80%
• 1Y: 3.23%
• 3Y*: —
• 5Y*: —
• 10Y*: —

USDX

• 1D: -0.19%
• 1M: -0.06%
• YTD: 1.79%
• 6M: 2.25%
• 1Y: 5.97%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EDGF vs. USDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
EDGF 3EDGE Dynamic Fixed Income ETF	0.86%	4.36%	-1.41%
USDX SGI Enhanced Core ETF	1.79%	6.25%	1.93%

Correlation

The correlation between EDGF and USDX is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.12
Correlation (All Time) Calculated using the full available price history since Oct 4, 2024	-0.01

The correlation between EDGF and USDX shifts across timeframes, from -0.12 (1 year) to -0.01 (all time), reflecting how their relationship changes across market environments.

EDGF vs. USDX - Sectors Allocation Comparison

Sectors	EDGF	USDX
Financial Services	99.2%	84.7%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

EDGF vs. USDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EDGF

EDGF Risk / Return Rank: 64
EDGF Sharpe Ratio Rank: 50
EDGF Sortino Ratio Rank: 57
EDGF Omega Ratio Rank: 56
EDGF Calmar Ratio Rank: 88
EDGF Martin Ratio Rank: 71

USDX

USDX Risk / Return Rank: 94
USDX Sharpe Ratio Rank: 90
USDX Sortino Ratio Rank: 94
USDX Omega Ratio Rank: 96
USDX Calmar Ratio Rank: 92
USDX Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EDGF vs. USDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for 3EDGE Dynamic Fixed Income ETF (EDGF) and SGI Enhanced Core ETF (USDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	EDGF	USDX	Difference
Sharpe ratio: Return per unit of total volatility	1.69	3.11	-1.42
Sortino ratio: Return per unit of downside risk	2.66	4.82	-2.16
Omega ratio: Gain probability vs. loss probability	1.34	1.77	-0.43
Calmar ratio: Return relative to maximum drawdown	5.05	6.40	-1.34
Martin ratio: Return relative to average drawdown	13.06	43.95	-30.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EDGF vs. USDX - Sharpe Ratio Comparison

The current EDGF Sharpe Ratio is 1.69, which is lower than the USDX Sharpe Ratio of 3.11. The chart below compares the historical Sharpe Ratios of EDGF and USDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EDGF	USDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.69	3.11	-1.42
Sharpe Ratio (All Time) Calculated using the full available price history	0.97	3.96	-2.99

Drawdowns

EDGF vs. USDX - Drawdown Comparison

The maximum EDGF drawdown since its inception was -1.62%, which is greater than USDX's maximum drawdown of -0.94%. Use the drawdown chart below to compare losses from any high point for EDGF and USDX.

Drawdown Indicators

	EDGF	USDX	Difference
Max Drawdown Largest peak-to-trough decline	-1.62%	-0.94%	-0.68%
Max Drawdown (1Y) Largest decline over 1 year	-0.64%	-0.94%	+0.30%
Current Drawdown Current decline from peak	-0.11%	-0.64%	+0.53%
Average Drawdown Average peak-to-trough decline	-0.46%	-0.06%	-0.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.25%	0.14%	+0.11%

Volatility

EDGF vs. USDX - Volatility Comparison

The current volatility for 3EDGE Dynamic Fixed Income ETF (EDGF) is 0.27%, while SGI Enhanced Core ETF (USDX) has a volatility of 0.98%. This indicates that EDGF experiences smaller price fluctuations and is considered to be less risky than USDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EDGF	USDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.27%	0.98%	-0.71%
Volatility (6M) Calculated over the trailing 6-month period	1.26%	1.73%	-0.47%
Volatility (1Y) Calculated over the trailing 1-year period	1.94%	1.93%	+0.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.35%	1.68%	+0.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.35%	1.68%	+0.67%

EDGF vs. USDX - Expense Ratio Comparison

EDGF has a 0.79% expense ratio, which is lower than USDX's 0.98% expense ratio.

Dividends

EDGF vs. USDX - Dividend Comparison

EDGF's dividend yield for the trailing twelve months is around 3.45%, less than USDX's 5.90% yield.

Position	TTM	2025	2024
EDGF 3EDGE Dynamic Fixed Income ETF	3.45%	3.61%	0.49%
USDX SGI Enhanced Core ETF	5.90%	5.88%	4.60%

Frequently Asked Questions

Can I hold both EDGF and USDX in my portfolio?

EDGF and USDX have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EDGF or USDX?

USDX has higher volatility (0.98%) compared to EDGF (0.27%). In terms of maximum drawdown, EDGF dropped -1.62% vs USDX's -0.94%.

Which ETF is better, EDGF or USDX?

On 1-year performance, USDX leads with 5.97% vs 3.23% for EDGF. On fees, EDGF is cheaper at 0.79% per year. On volatility, EDGF has been the lower-risk option at 0.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EDGF or USDX?

Over the 1-year period, USDX has performed better with a 5.97% return vs 3.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EDGF or USDX?

EDGF is cheaper with a 0.79% expense ratio, compared with 0.98% for USDX.

Which ETF pays a higher dividend yield, EDGF or USDX?

USDX has the higher dividend yield at 5.90%, compared with 3.45% for EDGF.

What is the main difference between EDGF and USDX?

They also come from different issuers: 3EDGE Asset Management and Summit Global Investments. Their fees differ too: 0.79% for EDGF and 0.98% for USDX.

Which has better risk-adjusted returns?

USDX currently has the higher Sharpe Ratio (3.11 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.