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CDX vs HYLB

Simplify High Yield ETF vs Xtrackers USD High Yield Corporate Bond ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

HYLB

Xtrackers USD High Yield Corporate Bond ETF

Xtrackers

Annual cost

0.05%

Fund size

$3.4B

Key differences

  • HYLB costs 0.20% less per year.
  • HYLB is significantly larger than CDX — larger funds tend to be more liquid and less likely to close.
  • CDX is classified as alternative, while HYLB is fixed income — different risk/return profiles.
  • CDX follows a multi strategy strategy; HYLB uses index tracking.
  • Over the last 3 years, HYLB has delivered higher annualized returns.
  • HYLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CDXHYLB
Annual cost (TER)0.25%0.05%
Fund size (AUM)$440M$3.4B
Since20222016
Dividend yield8.37%6.44%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.6%+7.9%
CAGR 3Y+7.6%+9.1%
CAGR 5YN/A+4.2%
Sharpe 3Y0.401.02
Volatility 1Y5.68%3.75%
Max drawdown-13.24%-22.91%

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

Similar to CDX and HYLB