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CDX vs QHY

Simplify High Yield ETF vs WisdomTree U.S. High Yield Corporate Bond Fund

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

Annual cost

0.38%

Fund size

$239M

Key differences

Both CDX and QHY are fixed income ETFs. CDX charges 0.25% a year and QHY 0.38%. The main difference: CDX follows a multi strategy strategy; QHY uses index tracking.

  • CDX follows a multi strategy strategy; QHY uses index tracking.
  • CDX costs 0.13% less per year.
  • QHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CDXQHY
Annual cost (TER)0.25%0.38%
Fund size (AUM)$407M$239M
Since20222016
Dividend yield8.31%6.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.4%+7.0%
CAGR 3Y+7.9%+8.4%
CAGR 5YN/A+3.3%
Sharpe 3Y0.430.85
Volatility 1Y5.80%3.68%
Max drawdown-13.24%-22.74%

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

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