EDGU vs SMOM

3EDGE Dynamic US Equity ETF against Symmetry Panoramic Sector Momentum ETF: cost, size, returns, what they hold and how much of it is the same.

Overlap by weight
46%
7 shared positions
Fee gap
28 bp
SMOM is cheaper
1-year return gap
1.7 pts
SMOM is ahead
Larger fund
EDGU
$101M

Side by side

EDGUSMOM
Fund3EDGE Dynamic US Equity ETFSymmetry Panoramic Sector Momentum ETF
Issuer3EDGESymmetry
CategoryMulti-FactorMomentum
Expense ratio0.91%0.63%
Assets$101M$66M
Average daily dollar volume$2.9M$378K
ListedOct 2, 2024Sep 9, 2025
FrenzyCap score2115
1-month return+1.4%+2.5%
3-month return+1.4%+6.1%
Year to date+12.4%+15.1%
1-year return+12.9%+14.6%
30-day volatility9.2%8.3%
Worst drawdown, 1 year−7.3%−7.4%
Trailing 12-month yield0.68%0.14%
Holdings157
Top 10 weight95.7%100.0%
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months+$79M thru Jun 2026+$3.2M thru May 2026
30-day implied volatility——
Holdings as ofas of Jun 30, 2026SEC filingas of May 31, 2026SEC filing

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

Largest shared holdings

47% of EDGU · 100% of SMOM
HoldingEDGUSMOM
XLK23.96%26.16%
XLI5.32%15.70%
XLC5.79%4.93%
XLV4.60%4.95%
XLE3.29%22.47%
XLP2.83%10.35%
XLB1.11%15.48%

Sector mix of the stock holdings

No sector breakdown: these funds hold few classified stocks.

More: full overlap table · EDGU holdings · SMOM holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.