Screener
FXED vs CDX
Sound Enhanced Fixed Income ETF vs Simplify High Yield ETF
Key differences
Both FXED and CDX are fixed income ETFs. FXED charges 1.89% a year and CDX 0.25%. The main difference: FXED follows a active selection strategy; CDX uses multi strategy.
- FXED follows a active selection strategy; CDX uses multi strategy.
- CDX costs 1.64% less per year.
- CDX is much larger than FXED. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CDX has delivered higher annualized returns.
Side-by-side comparison
| FXED | CDX | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.25% |
| Fund size (AUM) | $40M | $407M |
| Since | 2020 | 2022 |
| Dividend yield | 7.10% | 8.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +4.5% | -0.4% |
| CAGR 3Y | +6.6% | +7.9% |
| CAGR 5Y | +2.3% | N/A |
| Sharpe 3Y | 0.38 | 0.43 |
| Volatility 1Y | 6.85% | 5.80% |
| Max drawdown | -20.07% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.