Screener
AOM vs CDX
iShares Core 40/60 Moderate Allocation ETF vs Simplify High Yield ETF
Key differences
AOM is a mixed asset ETF, while CDX is a fixed income ETF. AOM charges 0.15% a year and CDX 0.25%.
- AOM is a mixed asset fund, while CDX is a fixed income fund. They carry different risk/return profiles.
- AOM follows a index tracking strategy; CDX uses multi strategy.
- AOM costs 0.10% less per year.
- AOM is much larger than CDX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOM has delivered higher annualized returns.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOM | CDX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $1.8B | $407M |
| Since | 2008 | 2022 |
| Dividend yield | 2.98% | 8.31% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +13.4% | -0.4% |
| CAGR 3Y | +10.9% | +7.9% |
| CAGR 5Y | +4.8% | N/A |
| Sharpe 3Y | 0.96 | 0.43 |
| Volatility 1Y | 6.90% | 5.80% |
| Max drawdown | -19.96% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.