Screener
CGMS vs CDX
Capital Group U.S. Multi-Sector Income ETF vs Simplify High Yield ETF
Key differences
Both CGMS and CDX are fixed income ETFs. CGMS charges 0.39% a year and CDX 0.25%. The main difference: CGMS follows a index tracking strategy; CDX uses multi strategy.
- CGMS follows a index tracking strategy; CDX uses multi strategy.
- CDX costs 0.14% less per year.
- CGMS is much larger than CDX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGMS | CDX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $4.9B | $407M |
| Since | 2022 | 2022 |
| Dividend yield | 6.08% | 8.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +6.7% | -0.4% |
| CAGR 3Y | +8.2% | +7.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.95 | 0.43 |
| Volatility 1Y | 3.48% | 5.80% |
| Max drawdown | -4.08% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.