Screener
CDX vs IGBH
Simplify High Yield ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
Key differences
Both CDX and IGBH are fixed income ETFs. CDX charges 0.25% a year and IGBH 0.14%. The main difference: CDX follows a multi strategy strategy; IGBH uses index tracking.
- CDX follows a multi strategy strategy; IGBH uses index tracking.
- IGBH costs 0.11% less per year.
- Over the last three years, IGBH has delivered higher annualized returns.
- IGBH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | IGBH | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.14% |
| Fund size (AUM) | $407M | $189M |
| Since | 2022 | 2015 |
| Dividend yield | 8.31% | 5.75% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.4% | +9.0% |
| CAGR 3Y | +7.9% | +9.1% |
| CAGR 5Y | N/A | +5.5% |
| Sharpe 3Y | 0.43 | 1.07 |
| Volatility 1Y | 5.80% | 4.04% |
| Max drawdown | -13.24% | -33.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.