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CDX vs HYUP
Simplify High Yield ETF vs Xtrackers High Beta High Yield Bond ETF
Key differences
- CDX is significantly larger than HYUP — larger funds tend to be more liquid and less likely to close.
- CDX is classified as alternative, while HYUP is fixed income — different risk/return profiles.
- CDX follows a multi strategy strategy; HYUP uses index tracking.
- Over the last 3 years, HYUP has delivered higher annualized returns.
Side-by-side comparison
| CDX | HYUP | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.20% |
| Fund size (AUM) | $440M | $44M |
| Since | 2022 | 2018 |
| Dividend yield | 8.37% | 7.29% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.6% | +9.0% |
| CAGR 3Y | +7.6% | +10.7% |
| CAGR 5Y | N/A | +4.6% |
| Sharpe 3Y | 0.40 | 1.16 |
| Volatility 1Y | 5.68% | 4.30% |
| Max drawdown | -13.24% | -24.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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