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CDX vs QSIG

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

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

Annual cost

0.18%

Fund size

$58M

Key differences

Both CDX and QSIG are fixed income ETFs. CDX charges 0.25% a year and QSIG 0.18%. The main difference: CDX follows a multi strategy strategy; QSIG uses index tracking.

  • CDX follows a multi strategy strategy; QSIG uses index tracking.
  • QSIG costs 0.07% less per year.
  • CDX is much larger than QSIG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CDX has delivered higher annualized returns.
  • QSIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CDXQSIG
Annual cost (TER)0.25%0.18%
Fund size (AUM)$407M$58M
Since20222016
Dividend yield8.31%4.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.4%+4.3%
CAGR 3Y+7.9%+5.5%
CAGR 5YN/A+2.2%
Sharpe 3Y0.430.75
Volatility 1Y5.80%1.92%
Max drawdown-13.24%-12.35%

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

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