Screener
HISF vs CDX
First Trust High Income Strategic Focus ETF vs Simplify High Yield ETF
Key differences
Both HISF and CDX are fixed income ETFs. HISF charges 0.83% a year and CDX 0.25%. The main difference: HISF follows a active selection strategy; CDX uses multi strategy.
- HISF follows a active selection strategy; CDX uses multi strategy.
- CDX costs 0.58% less per year.
- CDX is much larger than HISF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CDX has delivered higher annualized returns.
- HISF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HISF | CDX | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.25% |
| Fund size (AUM) | $96M | $407M |
| Since | 2014 | 2022 |
| Dividend yield | 4.99% | 8.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +5.3% | -0.4% |
| CAGR 3Y | +5.1% | +7.9% |
| CAGR 5Y | +1.6% | N/A |
| Sharpe 3Y | 0.34 | 0.43 |
| Volatility 1Y | 3.32% | 5.80% |
| Max drawdown | -27.86% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.