Screener
XRLX vs CDX
FundX Conservative ETF vs Simplify High Yield ETF
Key differences
Both XRLX and CDX are fixed income ETFs. XRLX charges 1.20% a year and CDX 0.25%. The main difference: XRLX follows a active selection strategy; CDX uses multi strategy.
- XRLX follows a active selection strategy; CDX uses multi strategy.
- CDX costs 0.95% less per year.
- CDX is much larger than XRLX. Larger funds are usually more liquid and less likely to close.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | CDX | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.25% |
| Fund size (AUM) | $52M | $407M |
| Since | 2002 | 2022 |
| Dividend yield | 2.57% | 8.31% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +15.1% | -1.8% |
| CAGR 3Y | N/A | +7.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.37 |
| Volatility 1Y | 8.39% | 5.74% |
| Max drawdown | -15.34% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.