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LQTI vs CDX

FT Vest Investment Grade & Target Income ETF vs Simplify High Yield ETF

LQTI

FT Vest Investment Grade & Target Income ETF

First Trust

Annual cost

0.65%

Fund size

$276M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.40% less per year.
  • LQTI follows a option income strategy; CDX uses multi strategy.

Side-by-side comparison

LQTICDX
Annual cost (TER)0.65%0.25%
Fund size (AUM)$276M$440M
Since20252022
Dividend yield9.07%8.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y+6.3%-0.6%
CAGR 3YN/A+7.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.40
Volatility 1Y5.14%5.68%
Max drawdown-3.41%-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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