Screener
PEY vs CDX
Invesco High Yield Equity Dividend Achievers ETF vs Simplify High Yield ETF
Key differences
Both PEY and CDX are fixed income ETFs. PEY charges 0.54% a year and CDX 0.25%. The main difference: PEY follows a index tracking strategy; CDX uses multi strategy.
- PEY follows a index tracking strategy; CDX uses multi strategy.
- CDX costs 0.29% less per year.
- Over the last three years, PEY has delivered higher annualized returns.
- PEY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PEY | CDX | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.25% |
| Fund size (AUM) | $1.1B | $407M |
| Since | 2004 | 2022 |
| Dividend yield | 4.46% | 8.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +19.7% | -0.4% |
| CAGR 3Y | +11.5% | +7.9% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.54 | 0.43 |
| Volatility 1Y | 14.07% | 5.80% |
| Max drawdown | -41.55% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.