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CDX vs FTMA

Simplify High Yield ETF vs Franklin Massachusetts Municipal Inc ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

FTMA

Franklin Massachusetts Municipal Inc ETF

Franklin Templeton Investments

Annual cost

0.35%

Fund size

$273M

Key differences

  • CDX costs 0.10% less per year.
  • CDX is classified as alternative, while FTMA is fixed income — different risk/return profiles.
  • CDX follows a multi strategy strategy; FTMA uses index tracking.

Side-by-side comparison

CDXFTMA
Annual cost (TER)0.25%0.35%
Fund size (AUM)$440M$273M
Since20222018
Dividend yield8.37%3.15%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.3%N/A
CAGR 3Y+7.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.42N/A
Volatility 1Y5.69%
Max drawdown-13.24%-2.27%

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

Similar to CDX and FTMA