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CDX vs ILTB

Simplify High Yield ETF vs iShares Core 10+ Year USD Bond ETF

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

ILTB

iShares Core 10+ Year USD Bond ETF

Annual cost

0.06%

Fund size

$591M

Key differences

Both CDX and ILTB are fixed income ETFs. CDX charges 0.25% a year and ILTB 0.06%. The main difference: CDX follows a multi strategy strategy; ILTB uses index tracking.

  • CDX follows a multi strategy strategy; ILTB uses index tracking.
  • ILTB costs 0.19% less per year.
  • Over the last three years, CDX has delivered higher annualized returns.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CDXILTB
Annual cost (TER)0.25%0.06%
Fund size (AUM)$407M$591M
Since20222009
Dividend yield8.31%4.93%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.4%+6.4%
CAGR 3Y+7.9%+3.3%
CAGR 5YN/A-2.8%
Sharpe 3Y0.430.03
Volatility 1Y5.80%7.85%
Max drawdown-13.24%-36.89%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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