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CDX vs HCRB

Simplify High Yield ETF vs Hartford Core Bond ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

HCRB

Hartford Core Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$360M

Key differences

  • CDX is classified as alternative, while HCRB is fixed income — different risk/return profiles.
  • CDX follows a multi strategy strategy; HCRB uses index tracking.
  • Over the last 3 years, CDX has delivered higher annualized returns.

Side-by-side comparison

CDXHCRB
Annual cost (TER)0.25%0.29%
Fund size (AUM)$440M$360M
Since20222020
Dividend yield8.37%4.18%
Asset classalternativefixed income
Regionnorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.3%+5.8%
CAGR 3Y+7.8%+4.1%
CAGR 5YN/A+0.1%
Sharpe 3Y0.420.12
Volatility 1Y5.69%3.85%
Max drawdown-13.24%-19.90%

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

Similar to CDX and HCRB