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SCSB vs CDX

Sterling Capital Short Duration Bond ETF vs Simplify High Yield ETF

SCSB

Sterling Capital Short Duration Bond ETF

Sterling Capital Funds

Annual cost

0.33%

Fund size

$33M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.08% less per year.
  • CDX is significantly larger than SCSB — larger funds tend to be more liquid and less likely to close.
  • SCSB is classified as fixed income, while CDX is alternative — different risk/return profiles.
  • SCSB follows a active selection strategy; CDX uses multi strategy.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCSBCDX
Annual cost (TER)0.33%0.25%
Fund size (AUM)$33M$440M
Since19922022
Dividend yield4.35%8.37%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A-0.6%
CAGR 3YN/A+7.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.40
Volatility 1Y5.68%
Max drawdown-0.60%-13.24%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCSB and CDX