Screener
CDX vs ISTB
Simplify High Yield ETF vs iShares Core 1-5 Year USD Bond ETF
Key differences
Both CDX and ISTB are fixed income ETFs. CDX charges 0.25% a year and ISTB 0.06%. The main difference: CDX follows a multi strategy strategy; ISTB uses index tracking.
- CDX follows a multi strategy strategy; ISTB uses index tracking.
- ISTB costs 0.19% less per year.
- ISTB is much larger than CDX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CDX has delivered higher annualized returns.
- ISTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | ISTB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.06% |
| Fund size (AUM) | $407M | $4.7B |
| Since | 2022 | 2012 |
| Dividend yield | 8.31% | 4.23% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.4% | +4.1% |
| CAGR 3Y | +7.9% | +5.0% |
| CAGR 5Y | N/A | +1.9% |
| Sharpe 3Y | 0.43 | 0.58 |
| Volatility 1Y | 5.80% | 1.77% |
| Max drawdown | -13.24% | -9.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.