CDXSimplify High Yield ETF
Seeks to maximize total return.
By Simplify Asset Management · Launched 2022
Annual Cost
0.25%
#1,173 of 6,035 · low cost
Fund Size
$360M
#1,911 of 6,035 · large
Return (1Y)
-4.2%
Track Record
4 years
#2,566 of 6,035 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,615-3.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 100.4% of fundconcentrated
Simplify Exchange Traded Funds
50.2%
Simplify Exchange Traded Funds
25.3%
United States Treasury Bills
12.1%
United States Treasury Bills
4.4%
United States Treasury Bills
4.2%
United States Treasury Bills
3.3%
United States Treasury Bills
0.8%
DREYFUS TRSY OBLIG CASH MDTRXX
0.1%
MORGAN STANLEY & CO. LLC
0.0%
NOMURA INTERNATIONAL PLC
0.0%
Asset allocation
Cash
52.2%
Bonds
47.1%
Stocks
1.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.0%Low
Year-on-year price swings
Max drawdown
-13.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.26Below average
Sortino (3Y)
0.38Moderate downside risk
Bond profile
Avg maturity
9.9 years
Credit ratings
US Government
60.0%
BBB
0.6%
BB
56.6%
B
31.6%
Below B
11.1%
Other
0.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to maximize total return.
- Strategy
- Invests primarily in high yield bonds (junk bonds) through swaps on H-Y ETFs and employs a credit hedge derivatives strategy. Aims to maximize total return while managing credit and interest rate risks.
- Inception date
- February 14, 2022
- Fund family
- Simplify Asset Management
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Data updated on 2026-09-17