Screener
CDX vs STAX
Simplify High Yield ETF vs Nomura Tax-Free USA Short Term ETF
Key differences
Both CDX and STAX are fixed income ETFs. CDX charges 0.25% a year and STAX 0.29%. The main difference: CDX follows a multi strategy strategy; STAX uses active selection.
- CDX follows a multi strategy strategy; STAX uses active selection.
- CDX is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CDX | STAX | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.29% |
| Fund size (AUM) | $407M | $6M |
| Since | 2022 | 2023 |
| Dividend yield | 8.31% | 3.23% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -1.8% | +4.0% |
| CAGR 3Y | +7.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.37 | N/A |
| Volatility 1Y | 5.74% | 1.03% |
| Max drawdown | -13.24% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.