Screener
CDX vs MTBA
Simplify High Yield ETF vs Simplify MBS ETF
Key differences
- MTBA costs 0.10% less per year.
- MTBA is significantly larger than CDX — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| CDX | MTBA | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $440M | $1.7B |
| Since | 2022 | 2023 |
| Dividend yield | 8.37% | 5.53% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | multi strategy | multi strategy |
| CAGR 1Y | -0.3% | +5.5% |
| CAGR 3Y | +7.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.42 | N/A |
| Volatility 1Y | 5.69% | 3.11% |
| Max drawdown | -13.24% | -3.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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