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ITWO vs CDX

ProShares Russell 2000 High Income ETF vs Simplify High Yield ETF

ITWO

ProShares Russell 2000 High Income ETF

Annual cost

0.55%

Fund size

$188M

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

Key differences

ITWO is an alternative ETF, while CDX is a fixed income ETF. ITWO charges 0.55% a year and CDX 0.25%.

  • ITWO is an alternative fund, while CDX is a fixed income fund. They carry different risk/return profiles.
  • ITWO follows a option income strategy; CDX uses multi strategy.
  • CDX costs 0.30% less per year.

Side-by-side comparison

ITWOCDX
Annual cost (TER)0.55%0.25%
Fund size (AUM)$188M$407M
Since20242022
Dividend yield7.82%8.31%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y+33.6%-1.2%
CAGR 3YN/A+7.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.37
Volatility 1Y18.94%5.75%
Max drawdown-24.77%-13.24%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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