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CDX vs OEI

Simplify High Yield ETF vs Optimized Equity Income ETF

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

OEI

Optimized Equity Income ETF

Annual cost

Fund size

Key differences

CDX is a fixed income ETF, while OEI is an alternative ETF.

  • CDX is a fixed income fund, while OEI is an alternative fund. They carry different risk/return profiles.
  • CDX follows a multi strategy strategy; OEI uses option income.

Side-by-side comparison

CDXOEI
Annual cost (TER)0.25%
Fund size (AUM)$407M
Since2022
Dividend yield8.31%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y-0.4%N/A
CAGR 3Y+7.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.43N/A
Volatility 1Y5.80%
Max drawdown-13.24%-6.49%

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

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