Screener
CDX vs HISF
Simplify High Yield ETF vs First Trust High Income Strategic Focus ETF
Key differences
Both CDX and HISF are fixed income ETFs. CDX charges 0.25% a year and HISF 0.83%. The main difference: CDX follows a multi strategy strategy; HISF uses active selection.
- CDX follows a multi strategy strategy; HISF uses active selection.
- CDX costs 0.58% less per year.
- CDX is much larger than HISF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CDX has delivered higher annualized returns.
- HISF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | HISF | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.83% |
| Fund size (AUM) | $407M | $96M |
| Since | 2022 | 2014 |
| Dividend yield | 8.31% | 4.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.4% | +5.3% |
| CAGR 3Y | +7.9% | +5.1% |
| CAGR 5Y | N/A | +1.6% |
| Sharpe 3Y | 0.43 | 0.34 |
| Volatility 1Y | 5.80% | 3.32% |
| Max drawdown | -13.24% | -27.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.