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HFSI vs CDX

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF vs Simplify High Yield ETF

HFSI

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF

Annual cost

Fund size

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • HFSI is classified as fixed income, while CDX is alternative — different risk/return profiles.
  • HFSI covers emerging markets markets; CDX covers north america.
  • HFSI follows a index tracking strategy; CDX uses multi strategy.

Side-by-side comparison

HFSICDX
Annual cost (TER)0.25%
Fund size (AUM)$440M
Since2022
Dividend yield8.37%
Asset classfixed incomealternative
Regionemerging marketsnorth america
Strategyindex trackingmulti strategy
CAGR 1Y+9.0%-0.3%
CAGR 3Y+8.3%+7.8%
CAGR 5YN/AN/A
Sharpe 3Y1.020.42
Volatility 1Y3.62%5.69%
Max drawdown-19.34%-13.24%

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

Similar to HFSI and CDX