Screener
CDX vs LTAX
Simplify High Yield ETF vs Nomura Tax-Free USA ETF
Key differences
Both CDX and LTAX are fixed income ETFs. CDX charges 0.25% a year and LTAX 0.39%. The main difference: CDX follows a multi strategy strategy; LTAX uses active selection.
- CDX follows a multi strategy strategy; LTAX uses active selection.
- CDX costs 0.14% less per year.
- CDX is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CDX | LTAX | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.39% |
| Fund size (AUM) | $407M | $6M |
| Since | 2022 | 2026 |
| Dividend yield | 8.31% | — |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -1.7% | N/A |
| CAGR 3Y | +7.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.39 | N/A |
| Volatility 1Y | 5.74% | — |
| Max drawdown | -13.24% | -3.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.