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KNOW vs CDX

Fundamentals First ETF vs Simplify High Yield ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.84% less per year.
  • CDX is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW is classified as mixed asset, while CDX is alternative — different risk/return profiles.
  • KNOW follows a active selection strategy; CDX uses multi strategy.

Side-by-side comparison

KNOWCDX
Annual cost (TER)1.09%0.25%
Fund size (AUM)$7M$440M
Since20242022
Dividend yield1.37%8.37%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+20.3%-0.3%
CAGR 3YN/A+7.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.42
Volatility 1Y9.73%5.69%
Max drawdown-15.99%-13.24%

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

Similar to KNOW and CDX