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QHY vs CDX

WisdomTree U.S. High Yield Corporate Bond Fund vs Simplify High Yield ETF

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

Annual cost

0.38%

Fund size

$239M

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

Key differences

Both QHY and CDX are fixed income ETFs. QHY charges 0.38% a year and CDX 0.25%. The main difference: QHY follows a index tracking strategy; CDX uses multi strategy.

  • QHY follows a index tracking strategy; CDX uses multi strategy.
  • CDX costs 0.13% less per year.
  • QHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QHYCDX
Annual cost (TER)0.38%0.25%
Fund size (AUM)$239M$407M
Since20162022
Dividend yield6.25%8.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1Y+7.0%-0.4%
CAGR 3Y+8.4%+7.9%
CAGR 5Y+3.3%N/A
Sharpe 3Y0.850.43
Volatility 1Y3.68%5.80%
Max drawdown-22.74%-13.24%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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