Screener
CDX vs SHY
Simplify High Yield ETF vs iShares 1-3 Year Treasury Bond ETF
Key differences
Both CDX and SHY are fixed income ETFs. CDX charges 0.25% a year and SHY 0.15%. The main difference: CDX follows a multi strategy strategy; SHY uses index tracking.
- CDX follows a multi strategy strategy; SHY uses index tracking.
- SHY costs 0.10% less per year.
- SHY is much larger than CDX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CDX has delivered higher annualized returns.
- SHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | SHY | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $407M | $25.4B |
| Since | 2022 | 2002 |
| Dividend yield | 8.31% | 3.71% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.4% | +3.3% |
| CAGR 3Y | +7.9% | +4.1% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | 0.43 | 0.29 |
| Volatility 1Y | 5.80% | 1.33% |
| Max drawdown | -13.24% | -5.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.