Screener
IVOL vs CDX
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs Simplify High Yield ETF
Key differences
Both IVOL and CDX are fixed income ETFs. IVOL charges 0.98% a year and CDX 0.25%. The main difference: CDX costs 0.73% less per year.
- CDX costs 0.73% less per year.
- Over the last three years, CDX has delivered higher annualized returns.
Side-by-side comparison
| IVOL | CDX | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.25% |
| Fund size (AUM) | $314M | $407M |
| Since | 2019 | 2022 |
| Dividend yield | 3.86% | 8.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | multi strategy |
| CAGR 1Y | -4.4% | -0.4% |
| CAGR 3Y | -3.1% | +7.9% |
| CAGR 5Y | -5.8% | N/A |
| Sharpe 3Y | -0.60 | 0.43 |
| Volatility 1Y | 6.74% | 5.80% |
| Max drawdown | -31.16% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.