Screener
CDX vs AGRH
Simplify High Yield ETF vs iShares Interest Rate Hedged U.S. Aggregate Bond ETF
Key differences
Both CDX and AGRH are fixed income ETFs. CDX charges 0.25% a year and AGRH 0.13%. The main difference: CDX follows a multi strategy strategy; AGRH uses index tracking.
- CDX follows a multi strategy strategy; AGRH uses index tracking.
- AGRH costs 0.12% less per year.
- CDX is much larger than AGRH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CDX has delivered higher annualized returns.
Side-by-side comparison
| CDX | AGRH | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.13% |
| Fund size (AUM) | $407M | $5M |
| Since | 2022 | 2022 |
| Dividend yield | 8.31% | 4.39% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.4% | +6.1% |
| CAGR 3Y | +7.9% | +6.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.43 | 1.35 |
| Volatility 1Y | 5.80% | 1.44% |
| Max drawdown | -13.24% | -1.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.