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ZHOG vs CDX

F/m Opportunistic Income ETF vs Simplify High Yield ETF

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.18% less per year.
  • CDX is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • ZHOG is classified as fixed income, while CDX is alternative — different risk/return profiles.
  • ZHOG follows a active selection strategy; CDX uses multi strategy.

Side-by-side comparison

ZHOGCDX
Annual cost (TER)0.43%0.25%
Fund size (AUM)$45M$440M
Since20232022
Dividend yield5.60%8.37%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+5.9%-0.3%
CAGR 3YN/A+7.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.42
Volatility 1Y1.61%5.69%
Max drawdown-3.66%-13.24%

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

Similar to ZHOG and CDX