Compare · 2 funds side by side · dividends reinvested

CDX and HYG

CDXSimplify×HYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,794HYG · best of the two

02 / 04

CDX and HYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBoxx $ High Yield Corporate Bond ETFBonds & Cash · High yield0.49%6.09%+0.3%+1.6%+8.5%+3.4%−2.9%3.8%$17.7B1.1

Simplify High Yield ETFBonds & Cash · High yield0.50%8.29%−4.1%−4.5%+6.5%[…]−5.2%6.2%$303M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CDX 2022 · HYG 2007

Head to Head

Swap sides Versus in desk

Head to Head

Simplify High Yield ETF · $303M[…]

CDX

HYG

iShares iBoxx $ High Yield Corporate Bond ETF · $17.7B$11,794

$10,000 five years ago, dividends reinvested

CDXMeasureHYG

−4.1%Year to dateJan 1 → Nov 3+0.3%

−4.5%1 yearTotal return+1.6%

+6.5%3 years · per year$10,000 became $12,074 · $12,768+8.5%

[…]5 years · per year$10,000 became […] · $11,794+3.4%

0.50%Expense ratio$50 · $49 a year on $10k · lower is better0.49%

8.29%Trailing 12-mo yield$829 · $609 a year on $10k6.09%

−5.2%Worst dropSmaller is better−2.9%

6.2%VolatilityLower is calmer3.8%

CDXHYG Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6HYG wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CDX vs HYG: Top 5 Holdings

Today

CDX

74.7%in top 5

HYG

in top 5[…]

CDXStockHYG

73.4%SBILnot top 5

0.3%ACNnot top 5

0.3%ITnot top 5

0.3%TYLnot top 5

0.3%AJGnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CDX vs HYG Returns, Every Period

SimplifyCDX

−4.5%

past year

HYGiShares

+1.6%

past year

CDXHYGFaded: behind in that period

0–3HYG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CDX vs HYG

YTD

SimplifyCDX

−4.1%

HYGiShares

+0.3%

−4.1%Year to date+0.3%

−5.2%Worst drop · 1Y−2.9%

6.2%Volatility · 1Y3.8%

8.3%Yield6.1%

$303MAssets$17.7B

3–1HYG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDX, HYG

Today

0.49%lowest, HYG

FundExpense ratioFee$10k

HYG0.49%$49

CDX0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CDX, HYG

8.29%highest, CDX

FundTrailing yieldYield$10k

CDX8.29%$829

HYG6.09%$609

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$779most kept, CDX

CDX$829 − $50 = $779

HYG$609 − $49 = $560

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CDX, HYG

Today

[…]holdings […]

CDXHYG

CDX—[…]

HYG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.6%HYG, at 3.8% volatility

HYGWorst drop−2.9%3.8% vol

CDXWorst drop−5.2%6.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CDXHYG

−4.1%Year to date+0.3%

8.3%Yield6.1%

−4.5%Past year+1.6%

0.50%Fee0.49%

3–1HYG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026