Screener
LODI vs CDX
AAM SLC Low Duration Income ETF vs Simplify High Yield ETF
Key differences
Both LODI and CDX are fixed income ETFs. LODI charges 0.15% a year and CDX 0.25%. The main difference: LODI follows a active selection strategy; CDX uses multi strategy.
- LODI follows a active selection strategy; CDX uses multi strategy.
- LODI costs 0.10% less per year.
- CDX is much larger than LODI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LODI | CDX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $83M | $407M |
| Since | 2024 | 2022 |
| Dividend yield | 4.98% | 8.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +5.8% | -1.8% |
| CAGR 3Y | N/A | +7.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.37 |
| Volatility 1Y | 2.41% | 5.74% |
| Max drawdown | -1.02% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.