Screener
CDX vs NTSX
Simplify High Yield ETF vs WisdomTree U.S. Efficient Core Fund
Key differences
CDX is a fixed income ETF, while NTSX is an equity ETF. CDX charges 0.25% a year and NTSX 0.20%.
- CDX is a fixed income fund, while NTSX is an equity fund. They carry different risk/return profiles.
- CDX follows a multi strategy strategy; NTSX uses active selection.
- NTSX is much larger than CDX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NTSX has delivered higher annualized returns.
Side-by-side comparison
| CDX | NTSX | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.20% |
| Fund size (AUM) | $407M | $1.4B |
| Since | 2022 | 2018 |
| Dividend yield | 8.31% | 1.07% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.4% | +22.4% |
| CAGR 3Y | +7.9% | +19.2% |
| CAGR 5Y | N/A | +9.4% |
| Sharpe 3Y | 0.43 | 1.00 |
| Volatility 1Y | 5.80% | 12.92% |
| Max drawdown | -13.24% | -31.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.