Screener
CDX vs ULST
Simplify High Yield ETF vs State Street Ultra Short Term Bond ETF
Key differences
Both CDX and ULST are fixed income ETFs. CDX charges 0.25% a year and ULST 0.20%. The main difference: CDX follows a multi strategy strategy; ULST uses active selection.
- CDX follows a multi strategy strategy; ULST uses active selection.
- Over the last three years, CDX has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | ULST | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.20% |
| Fund size (AUM) | $407M | $552M |
| Since | 2022 | 2013 |
| Dividend yield | 8.31% | 4.22% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.4% | +3.9% |
| CAGR 3Y | +7.9% | +4.9% |
| CAGR 5Y | N/A | +3.5% |
| Sharpe 3Y | 0.43 | 1.22 |
| Volatility 1Y | 5.80% | 0.66% |
| Max drawdown | -13.24% | -6.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.