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CDX vs HYLS

Simplify High Yield ETF vs First Trust Tactical High Yield ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

Key differences

  • CDX costs 0.44% less per year.
  • HYLS is significantly larger than CDX — larger funds tend to be more liquid and less likely to close.
  • CDX follows a multi strategy strategy; HYLS uses long short.
  • HYLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CDXHYLS
Annual cost (TER)0.25%0.69%
Fund size (AUM)$440M$1.6B
Since20222013
Dividend yield8.37%6.65%
Asset classalternativealternative
Regionnorth america
Strategymulti strategylong short
CAGR 1Y-0.3%+5.9%
CAGR 3Y+7.8%+7.9%
CAGR 5YN/A+3.0%
Sharpe 3Y0.420.87
Volatility 1Y5.69%3.56%
Max drawdown-13.24%-22.99%

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

Similar to CDX and HYLS