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CDX vs LQDH

Simplify High Yield ETF vs iShares Interest Rate Hedged Corporate Bond ETF

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both CDX and LQDH are fixed income ETFs. CDX charges 0.25% a year and LQDH 0.24%. The main difference: CDX follows a multi strategy strategy; LQDH uses index tracking.

  • CDX follows a multi strategy strategy; LQDH uses index tracking.
  • LQDH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CDXLQDH
Annual cost (TER)0.25%0.24%
Fund size (AUM)$407M$515M
Since20222014
Dividend yield8.31%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.4%+7.4%
CAGR 3Y+7.9%+8.3%
CAGR 5YN/A+5.3%
Sharpe 3Y0.431.31
Volatility 1Y5.80%2.71%
Max drawdown-13.24%-24.63%

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

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