Screener
FMCX vs CDX
FM Focus Equity ETF vs Simplify High Yield ETF
Key differences
FMCX is an equity ETF, while CDX is a fixed income ETF. FMCX charges 0.71% a year and CDX 0.25%.
- FMCX is an equity fund, while CDX is a fixed income fund. They carry different risk/return profiles.
- FMCX follows a active selection strategy; CDX uses multi strategy.
- CDX costs 0.46% less per year.
- CDX is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FMCX has delivered higher annualized returns.
Side-by-side comparison
| FMCX | CDX | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.25% |
| Fund size (AUM) | $118M | $407M |
| Since | 2022 | 2022 |
| Dividend yield | 0.33% | 8.31% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +14.1% | -0.4% |
| CAGR 3Y | +15.8% | +7.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.86 | 0.43 |
| Volatility 1Y | 13.13% | 5.80% |
| Max drawdown | -17.70% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.