Screener
PFIX vs CDX
Simplify Interest Rate Hedge ETF vs Simplify High Yield ETF
Key differences
- CDX costs 0.25% less per year.
- PFIX follows a tactical allocation strategy; CDX uses multi strategy.
- Over the last 3 years, PFIX has delivered higher annualized returns.
Side-by-side comparison
| PFIX | CDX | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $210M | $440M |
| Since | 2021 | 2022 |
| Dividend yield | 4.58% | 8.37% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | tactical allocation | multi strategy |
| CAGR 1Y | -13.6% | -0.3% |
| CAGR 3Y | +18.2% | +7.8% |
| CAGR 5Y | +17.7% | N/A |
| Sharpe 3Y | 0.54 | 0.42 |
| Volatility 1Y | 30.79% | 5.69% |
| Max drawdown | -36.17% | -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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