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CDX vs NTSI

Simplify High Yield ETF vs WisdomTree International Efficient Core Fund

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

NTSI

WisdomTree International Efficient Core Fund

Annual cost

0.26%

Fund size

$500M

Key differences

CDX is a fixed income ETF, while NTSI is a mixed asset ETF. CDX charges 0.25% a year and NTSI 0.26%.

  • CDX is a fixed income fund, while NTSI is a mixed asset fund. They carry different risk/return profiles.
  • CDX follows a multi strategy strategy; NTSI uses active selection.
  • CDX covers North America; NTSI covers global markets excluding the US.
  • Over the last three years, NTSI has delivered higher annualized returns.

Side-by-side comparison

CDXNTSI
Annual cost (TER)0.25%0.26%
Fund size (AUM)$407M$500M
Since20222021
Dividend yield8.31%3.50%
Asset classfixed incomemixed asset
Regionnorth americaglobal ex us
Strategymulti strategyactive selection
CAGR 1Y-0.4%+20.2%
CAGR 3Y+7.9%+14.8%
CAGR 5YN/A+5.6%
Sharpe 3Y0.430.76
Volatility 1Y5.80%15.53%
Max drawdown-13.24%-34.01%

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

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