BLUXvsEDGUETF Comparison
VS
Bluemonte Dynamic Total Market ETF (BLUX) and 3EDGE Dynamic US Equity ETF (EDGU) have similar underlying exposures to countries and sectors. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. BLUX is less expensive with a Total Expense Ratio (TER) of 0.28%, versus 0.91% for EDGU. BLUX is up 13.27% year-to-date (YTD) with +$155M in YTD flows. EDGU performs worse with 10.71% YTD performance, and +$50M in YTD flows. Run a side-by-side ETF comparison of BLUX and EDGU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
BLUX vs EDGU performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BLUX EDGU | +0.48%+0.00% | -0.60%+1.36% | +13.27%+10.71% | +14.76%+10.57% | n/an/a | n/an/a |
| Flows | BLUX EDGU | +$22M+$1M | +$54M-$51M | +$155M+$50M | +$177M+$44M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BLUX EDGU | +10.85%+10.36% | +13.87%+12.88% | n/an/a | n/an/a |
| Max drawdown | BLUX EDGU | -5.74%-3.81% | -9.09%-7.05% | n/an/a | n/an/a |
| Max drawdown duration | BLUX EDGU | 75d78d | 63d64d | n/an/a | n/an/a |
Trading data
BLUX | EDGU | |
Last sale 11/2/2026 at 2:30 PM | $31.47 | $31.39 |
| Previous close 10/30/2026 | $31.49 | $31.41 |
| Consolidated volume 10/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 11/2/2026 at 2:30 PM
Live
Closed
BLUX | EDGU | |
|---|---|---|
| Last price | $31.47 | $31.39 |
| 1D performance | -0.05% | -0.05% |
| AuM | $619.67 M | $100.50 M |
| E/R | 0.28% | 0.91% |
Characteristics
BLUX | EDGU | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Bluemonte Investment Management | 3EDGE Asset Management |
| Benchmark | - | - |
| N° of holdings | 1 | 2 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 23, 2025 | October 3, 2024 |
| ESG | No | No |
Advertisement
Exposure
Countries
BLUX
USA
94.83%
Other
5.17%
EDGU
USA
94.19%
Other
5.81%
Sectors
BLUX
Technology
29.29%
Finance
20.29%
Healthcare
13.26%
Industrials
8.38%
Other
28.78%
EDGU
Technology
33.8%
Finance
14.96%
Healthcare
9.37%
Industrials
7.96%
Consumer Non-Cycl.
7.93%
Other
25.97%
Advertisement
Diversification
BLUX
Total weight of top 4 holdings out of 4
99.79%
EDGU
Total weight of top 14 holdings out of 14
100%
Top 15 holdings
Data as of September 30, 2026
BLUX
US78464A8541
49.87%
US92206C6646
29.91%
US4642887032
14.89%
US8085246077
5.13%
EDGU
US78468R3903
22.62%
US81369Y8030
12.83%
US81369Y6059
10.67%
US0250728773
9.58%
US81369Y8527
9.02%
US81369Y2090
8.25%
US81369Y7040
7.32%
US81369Y5069
7.27%
US81369Y3080
3.87%
US81369Y4070
3.15%
US81369Y8865
1.72%
US81369Y1001
1.55%
US81369Y8600
1.53%
First American Government Obligation Fund
0.63%
Frequently asked questions about BLUX and EDGU
How have the BLUX and EDGU ETFs performed in 2026?
As of October 30, 2026, BLUX is up 13.27% year-to-date (YTD), while EDGU has returned 10.71%. That puts BLUX better performer ahead so far this year.
Which ETF is attracting more investor money: BLUX or EDGU?
Year-to-date, the BLUX ETF saw +$155M in flows, compared to +$50M for EDGU.
Which ETF is more volatile: BLUX or EDGU?
Over the past year, BLUX had a volatility of 13.87%, while EDGU experienced 12.88%.
Which ETF is bigger: BLUX or EDGU?
As of October 30, 2026, BLUX holds $619.67 M in assets under management (AUM), while EDGU manages $100.50 M.
What sectors do the BLUX and EDGU ETFs invest in?
BLUX leans toward sectors like Technology, Finance and Healthcare. Meanwhile, EDGU focuses on Technology, Finance and Healthcare.
What are the top holdings of the BLUX ETF and EDGU ETF?
BLUX top holdings include US78464A8541, US92206C6646 and US4642887032. EDGU holds in its top three: US78468R3903, US81369Y8030 and US81369Y6059.
Which ETF is more diversified: BLUX or EDGU?
BLUX holds 2902 securities with 99.79% of its assets in the top 15. EDGU has 1306 securities and a top 15 weight of 100%.
Advertisement
Advertisement
