Screener
CDX vs CGMS
Simplify High Yield ETF vs Capital Group U.S. Multi-Sector Income ETF
Key differences
Both CDX and CGMS are fixed income ETFs. CDX charges 0.25% a year and CGMS 0.39%. The main difference: CDX follows a multi strategy strategy; CGMS uses index tracking.
- CDX follows a multi strategy strategy; CGMS uses index tracking.
- CDX costs 0.14% less per year.
- CGMS is much larger than CDX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CDX | CGMS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.39% |
| Fund size (AUM) | $407M | $4.9B |
| Since | 2022 | 2022 |
| Dividend yield | 8.31% | 6.08% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.4% | +6.7% |
| CAGR 3Y | +7.9% | +8.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.43 | 0.95 |
| Volatility 1Y | 5.80% | 3.48% |
| Max drawdown | -13.24% | -4.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.