Screener
DIVY vs CDX
Sound Equity Income ETF vs Simplify High Yield ETF
Key differences
DIVY is an equity ETF, while CDX is a fixed income ETF. DIVY charges 0.45% a year and CDX 0.25%.
- DIVY is an equity fund, while CDX is a fixed income fund. They carry different risk/return profiles.
- DIVY follows a active selection strategy; CDX uses multi strategy.
- CDX costs 0.20% less per year.
- CDX is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DIVY has delivered higher annualized returns.
Side-by-side comparison
| DIVY | CDX | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.25% |
| Fund size (AUM) | $28M | $407M |
| Since | 2020 | 2022 |
| Dividend yield | 3.10% | 8.31% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +19.4% | -0.4% |
| CAGR 3Y | +9.4% | +7.9% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.44 | 0.43 |
| Volatility 1Y | 13.06% | 5.80% |
| Max drawdown | -18.23% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.