Screener
CDX vs NEAR
Simplify High Yield ETF vs iShares Short Duration Bond Active ETF
Key differences
Both CDX and NEAR are fixed income ETFs. CDX charges 0.25% a year and NEAR 0.25%. The main difference: CDX follows a multi strategy strategy; NEAR uses active selection.
- CDX follows a multi strategy strategy; NEAR uses active selection.
- NEAR 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.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.25% |
| Fund size (AUM) | $407M | $4.6B |
| Since | 2022 | 2013 |
| Dividend yield | 8.31% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.4% | +4.1% |
| CAGR 3Y | +7.9% | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 0.43 | 1.18 |
| Volatility 1Y | 5.80% | 1.37% |
| Max drawdown | -13.24% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.