Screener
CDX vs AOM
Simplify High Yield ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
CDX is a fixed income ETF, while AOM is a mixed asset ETF. CDX charges 0.25% a year and AOM 0.15%.
- CDX is a fixed income fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
- CDX follows a multi strategy strategy; AOM uses index tracking.
- 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
| CDX | AOM | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $407M | $1.8B |
| Since | 2022 | 2008 |
| Dividend yield | 8.31% | 2.98% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.4% | +13.4% |
| CAGR 3Y | +7.9% | +10.9% |
| CAGR 5Y | N/A | +4.8% |
| Sharpe 3Y | 0.43 | 0.96 |
| Volatility 1Y | 5.80% | 6.90% |
| Max drawdown | -13.24% | -19.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.