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CDX vs HTRB
Simplify High Yield ETF vs Hartford Total Return Bond ETF
Key differences
- HTRB is significantly larger than CDX — larger funds tend to be more liquid and less likely to close.
- CDX is classified as alternative, while HTRB is fixed income — different risk/return profiles.
- CDX covers north america markets; HTRB covers global.
- CDX follows a multi strategy strategy; HTRB uses active selection.
- Over the last 3 years, CDX has delivered higher annualized returns.
- HTRB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | HTRB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.29% |
| Fund size (AUM) | $440M | $2.2B |
| Since | 2022 | 2017 |
| Dividend yield | 8.37% | 4.63% |
| Asset class | alternative | fixed income |
| Region | north america | global |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.3% | +6.1% |
| CAGR 3Y | +7.8% | +4.3% |
| CAGR 5Y | N/A | +0.4% |
| Sharpe 3Y | 0.42 | 0.15 |
| Volatility 1Y | 5.69% | 3.94% |
| Max drawdown | -13.24% | -19.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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