Screener
CDX vs FXED
Simplify High Yield ETF vs Sound Enhanced Fixed Income ETF
Key differences
Both CDX and FXED are fixed income ETFs. CDX charges 0.25% a year and FXED 1.89%. The main difference: CDX follows a multi strategy strategy; FXED uses active selection.
- CDX follows a multi strategy strategy; FXED uses active selection.
- CDX costs 1.64% less per year.
- CDX is much larger than FXED. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CDX has delivered higher annualized returns.
Side-by-side comparison
| CDX | FXED | |
|---|---|---|
| Annual cost (TER) | 0.25% | 1.89% |
| Fund size (AUM) | $407M | $40M |
| Since | 2022 | 2020 |
| Dividend yield | 8.31% | 7.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.4% | +4.5% |
| CAGR 3Y | +7.9% | +6.6% |
| CAGR 5Y | N/A | +2.3% |
| Sharpe 3Y | 0.43 | 0.38 |
| Volatility 1Y | 5.80% | 6.85% |
| Max drawdown | -13.24% | -20.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.