Skip to content
Beacon
Screener

CGUI vs CDX

Capital Group Ultra Short Income ETF vs Simplify High Yield ETF

CGUI

Capital Group Ultra Short Income ETF

Capital Group

Annual cost

0.18%

Fund size

$246M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CGUI costs 0.07% less per year.
  • CGUI is classified as fixed income, while CDX is alternative — different risk/return profiles.
  • CGUI follows a index tracking strategy; CDX uses multi strategy.

Side-by-side comparison

CGUICDX
Annual cost (TER)0.18%0.25%
Fund size (AUM)$246M$440M
Since20242022
Dividend yield3.95%8.37%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1Y+4.5%-0.3%
CAGR 3YN/A+7.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.42
Volatility 1Y0.74%5.69%
Max drawdown-0.18%-13.24%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGUI and CDX