Screener
DMBS vs CDX
Mortgage ETF vs Simplify High Yield ETF
Key differences
Both DMBS and CDX are fixed income ETFs. DMBS charges 0.39% a year and CDX 0.25%. The main difference: DMBS follows a active selection strategy; CDX uses multi strategy.
- DMBS follows a active selection strategy; CDX uses multi strategy.
- CDX costs 0.14% less per year.
- Over the last three years, CDX has delivered higher annualized returns.
Side-by-side comparison
| DMBS | CDX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $690M | $407M |
| Since | 2023 | 2022 |
| Dividend yield | 5.04% | 8.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +6.4% | -0.4% |
| CAGR 3Y | +4.7% | +7.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.19 | 0.43 |
| Volatility 1Y | 4.12% | 5.80% |
| Max drawdown | -8.03% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.