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CDX vs CGHM

Simplify High Yield ETF vs Capital Group Municipal High-Income ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

CGHM

Capital Group Municipal High-Income ETF

Capital Group

Annual cost

0.34%

Fund size

$2.9B

Key differences

  • CDX costs 0.09% less per year.
  • CGHM is significantly larger than CDX — larger funds tend to be more liquid and less likely to close.
  • CDX is classified as alternative, while CGHM is fixed income — different risk/return profiles.
  • CDX follows a multi strategy strategy; CGHM uses index tracking.

Side-by-side comparison

CDXCGHM
Annual cost (TER)0.25%0.34%
Fund size (AUM)$440M$2.9B
Since20222024
Dividend yield8.37%3.80%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.3%+8.0%
CAGR 3Y+7.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.42N/A
Volatility 1Y5.69%3.11%
Max drawdown-13.24%-5.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CDX and CGHM