Screener
CDX vs IUSB
Simplify High Yield ETF vs iShares Core Universal USD Bond ETF
Key differences
- IUSB costs 0.19% less per year.
- IUSB is significantly larger than CDX — larger funds tend to be more liquid and less likely to close.
- CDX is classified as alternative, while IUSB is fixed income — different risk/return profiles.
- CDX follows a multi strategy strategy; IUSB uses index tracking.
- Over the last 3 years, CDX has delivered higher annualized returns.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.06% |
| Fund size (AUM) | $440M | $36.5B |
| Since | 2022 | 2014 |
| Dividend yield | 8.37% | 4.24% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.3% | +6.0% |
| CAGR 3Y | +7.8% | +4.2% |
| CAGR 5Y | N/A | +0.5% |
| Sharpe 3Y | 0.42 | 0.15 |
| Volatility 1Y | 5.69% | 3.66% |
| Max drawdown | -13.24% | -17.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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