Screener
CDX vs PEY
Simplify High Yield ETF vs Invesco High Yield Equity Dividend Achievers ETF
Key differences
Both CDX and PEY are fixed income ETFs. CDX charges 0.25% a year and PEY 0.54%. The main difference: CDX follows a multi strategy strategy; PEY uses index tracking.
- CDX follows a multi strategy strategy; PEY uses index tracking.
- CDX costs 0.29% less per year.
- Over the last three years, PEY has delivered higher annualized returns.
- PEY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | PEY | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.54% |
| Fund size (AUM) | $407M | $1.1B |
| Since | 2022 | 2004 |
| Dividend yield | 8.31% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.4% | +19.7% |
| CAGR 3Y | +7.9% | +11.5% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | 0.43 | 0.54 |
| Volatility 1Y | 5.80% | 14.07% |
| Max drawdown | -13.24% | -41.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.