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CDX vs SHYM

Simplify High Yield ETF vs BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

SHYM

BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

  • CDX is classified as alternative, while SHYM is fixed income — different risk/return profiles.
  • CDX follows a multi strategy strategy; SHYM uses index tracking.
  • Over the last 3 years, CDX has delivered higher annualized returns.

Side-by-side comparison

CDXSHYM
Annual cost (TER)0.25%
Fund size (AUM)$440M
Since2022
Dividend yield8.37%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y-0.3%+4.4%
CAGR 3Y+7.8%+5.7%
CAGR 5YN/A+1.2%
Sharpe 3Y0.420.34
Volatility 1Y5.69%3.14%
Max drawdown-13.24%-22.55%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CDX and SHYM