Screener
CDX vs FMCX
Simplify High Yield ETF vs FM Focus Equity ETF
Key differences
CDX is a fixed income ETF, while FMCX is an equity ETF. CDX charges 0.25% a year and FMCX 0.71%.
- CDX is a fixed income fund, while FMCX is an equity fund. They carry different risk/return profiles.
- CDX follows a multi strategy strategy; FMCX uses active selection.
- CDX costs 0.46% less per year.
- CDX is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FMCX has delivered higher annualized returns.
Side-by-side comparison
| CDX | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.71% |
| Fund size (AUM) | $407M | $118M |
| Since | 2022 | 2022 |
| Dividend yield | 8.31% | 0.33% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.4% | +14.1% |
| CAGR 3Y | +7.9% | +15.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.43 | 0.86 |
| Volatility 1Y | 5.80% | 13.13% |
| Max drawdown | -13.24% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.