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LFEQ vs CDX

VanEck Long/Flat Trend ETF vs Simplify High Yield ETF

LFEQ

VanEck Long/Flat Trend ETF

VanEck

Annual cost

0.58%

Fund size

$29M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.33% less per year.
  • CDX is significantly larger than LFEQ — larger funds tend to be more liquid and less likely to close.
  • LFEQ follows a tactical allocation strategy; CDX uses multi strategy.
  • Over the last 3 years, LFEQ has delivered higher annualized returns.
  • LFEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LFEQCDX
Annual cost (TER)0.58%0.25%
Fund size (AUM)$29M$440M
Since20172022
Dividend yield0.86%8.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationmulti strategy
CAGR 1Y+28.5%-0.3%
CAGR 3Y+19.0%+7.8%
CAGR 5Y+10.0%N/A
Sharpe 3Y1.030.42
Volatility 1Y12.13%5.69%
Max drawdown-35.19%-13.24%

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

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