EDGU vs TACU

EDGUC3EDGE Dynamic US Equity ETF

TACUAT. Rowe Price Active Core U.S. Equity ETF

In short

EDGU The ETF version of 3EDGE's institutional tactical model: a compact set of index ETFs that shifts across size, sector and style, aiming to rise with the market and soften declines. That flexibility runs 0.91%, with no fee waiver.

TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.

Stated mandate

EDGU The Fund seeks capital appreciation in rising markets while limiting losses during periods of decline.

TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.

Why people hold it

• EDGU Unusual mandate for a core US equity fund: the prospectus goal is appreciation in rising markets while limiting losses during declines, so exposure can be dialed up or down.sec.gov
• The engine is 3EDGE's proprietary global capital markets model, a rules-and-algorithms system the firm already runs for institutions and advisor model portfolios.3edgeam.com
• Built from index ETFs rather than hand-picked stocks, so the underlying exposures stay plain vanilla; the active call is which slices of size, sector and style to own.3edgeetfs.comsec.gov

• TACU Fee fully waived: 0.14% gross, zero net through January 30, 2027. That sits below every top-scoring peer in the category, including DFAU at 0.12% with no waiver.troweprice.com
• Quant models feed bottom-up stock picking with tilts to profitability, quality and value, chasing excess return over the Russell 1000 while holding tracking error tight.troweprice.com
• Several hundred large-cap names, so no single position runs the show. One of the stronger profiles in a crowded active U.S. equity field.troweprice.com

Worth knowing

• EDGU Cost is the trade-off: 0.91% all in (0.70% management plus 0.20% from the ETFs it holds), no waiver, above the category norm and versus 0.12% at DFAU and 0.15% at AVLC.sec.gov
• The loss-limiting aim is an objective, not a buffer. Nothing in the structure floors the downside; it rests on the model's allocation calls.sec.gov
• Young and lightly traded: shares date to 2024, and volume runs below the category's giants, so spreads matter more at the point of trade.

• TACU Launched in December 2025, so the live record is short and the risk read rests on limited history.
• Still a small fund that trades lightly, which can mean wider spreads than the category's giants.
• Distributions are annual at most, with no declared income target. This is a growth mandate, not a cash-flow one.

Full EDGU profile⁠

Full TACU profile⁠