Screener
CDX vs SPUC
Simplify High Yield ETF vs Simplify US Equity PLUS Upside Convexity ETF
Key differences
- CDX costs 0.28% less per year.
- CDX is significantly larger than SPUC — larger funds tend to be more liquid and less likely to close.
- CDX follows a multi strategy strategy; SPUC uses option income.
- Over the last 3 years, SPUC has delivered higher annualized returns.
Side-by-side comparison
| CDX | SPUC | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.53% |
| Fund size (AUM) | $440M | $112M |
| Since | 2022 | 2020 |
| Dividend yield | 8.37% | 1.74% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | multi strategy | option income |
| CAGR 1Y | -0.6% | +34.1% |
| CAGR 3Y | +7.6% | +25.0% |
| CAGR 5Y | N/A | +14.3% |
| Sharpe 3Y | 0.40 | 0.97 |
| Volatility 1Y | 5.68% | 17.10% |
| Max drawdown | -13.24% | -29.20% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CDX and SPUC
Explore further