Screener
CDX vs XV
Simplify High Yield ETF vs Simplify Target 15 Distribution ETF
Key differences
- CDX costs 0.50% less per year.
- CDX is significantly larger than XV — larger funds tend to be more liquid and less likely to close.
- CDX follows a multi strategy strategy; XV uses option income.
Side-by-side comparison
| CDX | XV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.75% |
| Fund size (AUM) | $440M | $60M |
| Since | 2022 | 2025 |
| Dividend yield | 8.37% | 13.61% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | multi strategy | option income |
| CAGR 1Y | -0.6% | +16.3% |
| CAGR 3Y | +7.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.40 | N/A |
| Volatility 1Y | 5.68% | 9.43% |
| Max drawdown | -13.24% | -5.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CDX and XV
Explore further