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CDX vs FMCE

Simplify High Yield ETF vs FM Compounders Equity ETF

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

FMCE

FM Compounders Equity ETF

Annual cost

0.72%

Fund size

$68M

Key differences

CDX is a fixed income ETF, while FMCE is an equity ETF. CDX charges 0.25% a year and FMCE 0.72%.

  • CDX is a fixed income fund, while FMCE is an equity fund. They carry different risk/return profiles.
  • CDX follows a multi strategy strategy; FMCE uses active selection.
  • CDX costs 0.47% less per year.
  • CDX is much larger than FMCE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CDXFMCE
Annual cost (TER)0.25%0.72%
Fund size (AUM)$407M$68M
Since20222024
Dividend yield8.31%0.77%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y-0.4%+10.6%
CAGR 3Y+7.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.43N/A
Volatility 1Y5.80%12.61%
Max drawdown-13.24%-11.69%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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