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Screener

CDX vs TAXF

Simplify High Yield ETF vs American Century Diversified Municipal Bond ETF

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

TAXF

American Century Diversified Municipal Bond ETF

Annual cost

0.27%

Fund size

$659M

Key differences

Both CDX and TAXF are fixed income ETFs. CDX charges 0.25% a year and TAXF 0.27%. The main difference: CDX follows a multi strategy strategy; TAXF uses active selection.

  • CDX follows a multi strategy strategy; TAXF uses active selection.
  • Over the last three years, CDX has delivered higher annualized returns.

Side-by-side comparison

CDXTAXF
Annual cost (TER)0.25%0.27%
Fund size (AUM)$407M$659M
Since20222018
Dividend yield8.31%3.77%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y-0.4%+7.9%
CAGR 3Y+7.9%+4.1%
CAGR 5YN/A+1.1%
Sharpe 3Y0.430.14
Volatility 1Y5.80%3.01%
Max drawdown-13.24%-13.94%

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

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