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LST vs CDX

Leuthold Select Industries ETF vs Simplify High Yield ETF

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.40% less per year.
  • LST is classified as equity, while CDX is alternative — different risk/return profiles.
  • LST follows a active selection strategy; CDX uses multi strategy.
  • LST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSTCDX
Annual cost (TER)0.65%0.25%
Fund size (AUM)$150M$440M
Since20002022
Dividend yield0.34%8.37%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+33.8%-0.3%
CAGR 3YN/A+7.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.42
Volatility 1Y14.38%5.69%
Max drawdown-19.47%-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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