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SCUB vs CDX

Sterling Capital Ultra Short Bond ETF vs Simplify High Yield ETF

SCUB

Sterling Capital Ultra Short Bond ETF

Sterling Capital Funds

Annual cost

0.30%

Fund size

$25M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

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

Side-by-side comparison

SCUBCDX
Annual cost (TER)0.30%0.25%
Fund size (AUM)$25M$440M
Since20122022
Dividend yield3.92%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-0.16%-13.24%

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

Similar to SCUB and CDX