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CDX vs CGUI

Simplify High Yield ETF vs Capital Group Ultra Short Income ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

CGUI

Capital Group Ultra Short Income ETF

Capital Group

Annual cost

0.18%

Fund size

$246M

Key differences

  • CGUI costs 0.07% less per year.
  • CDX is classified as alternative, while CGUI is fixed income — different risk/return profiles.
  • CDX follows a multi strategy strategy; CGUI uses index tracking.

Side-by-side comparison

CDXCGUI
Annual cost (TER)0.25%0.18%
Fund size (AUM)$440M$246M
Since20222024
Dividend yield8.37%3.95%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.3%+4.5%
CAGR 3Y+7.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.42N/A
Volatility 1Y5.69%0.74%
Max drawdown-13.24%-0.18%

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

Similar to CDX and CGUI