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MDIV vs CDX
Multi-Asset Diversified Income Index Fund vs Simplify High Yield ETF
Key differences
- CDX costs 0.46% less per year.
- MDIV is classified as mixed asset, while CDX is alternative — different risk/return profiles.
- MDIV follows a index tracking strategy; CDX uses multi strategy.
- Over the last 3 years, MDIV has delivered higher annualized returns.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | CDX | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.25% |
| Fund size (AUM) | $417M | $440M |
| Since | 2012 | 2022 |
| Dividend yield | 6.13% | 8.37% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +13.2% | -0.6% |
| CAGR 3Y | +12.1% | +7.6% |
| CAGR 5Y | +6.4% | N/A |
| Sharpe 3Y | 0.92 | 0.40 |
| Volatility 1Y | 6.71% | 5.68% |
| Max drawdown | -48.50% | -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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