CDX vs FXZ
Comparison between SIMPLIFY HIGH YIELD ETF (CDX, ETF) and FIRST TRUST MATERIALS ALPHADEX FUND (FXZ, ETF).
CDX vs FXZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CDX
$394M
FXZ
$393M
Expense Ratio
Winner
CDX
0.25%
FXZ
0.64%
Max Drawdown
Winner
CDX
17.70%
FXZ
65.99%
Sharpe Ratio
CDX
-0.88
Winner
FXZ
1.14
5Y Beta
Winner
CDX
0.42
FXZ
1.00
P/E Ratio
CDX
N/A
FXZ
28.58
Forward P/E
CDX
N/A
FXZ
14.09
PEG Ratio
CDX
N/A
FXZ
0.09
5Y Dividends CAGR
CDX
N/A
FXZ
9.01%
5Y EPS CAGR
CDX
N/A
FXZ
14.79%
Debt to Equity
CDX
N/A
FXZ
33.35%
P/S Ratio
CDX
N/A
FXZ
1.68
P/B Ratio
CDX
N/A
FXZ
2.46
CDX vs FXZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CDX
-1.14%
FXZ
-6.12%
3M
Winner
CDX
-1.18%
FXZ
-2.83%
6M
CDX
-2.79%
Winner
FXZ
+5.26%
1Y
CDX
-1.73%
Winner
FXZ
+30.54%
5Y(CAGR)
CDX
+4.02%
Winner
FXZ
+8.51%
10Y(CAGR)
CDX
N/A
FXZ
+10.20%
Max(CAGR)
CDX
+4.02%
Winner
FXZ
+8.91%
CDX vs FXZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CDX | FXZ |
|---|---|---|
| 2026 | -2.31% | +16.92% |
| 2025 | +8.81% | +17.64% |
| 2024 | +7.75% | -16.23% |
| 2023 | +12.25% | +16.19% |
| 2022 | -8.08% | -0.61% |
| 2021 | N/A | +32.14% |
| 2020 | N/A | +23.28% |
| 2019 | N/A | +21.08% |
| 2018 | N/A | -24.45% |
| 2017 | N/A | +22.38% |
| 2016 | N/A | +30.33% |
| 2015 | N/A | -9.94% |
| 2014 | N/A | -0.28% |
| 2013 | N/A | +23.25% |
| 2012 | N/A | +22.00% |
| 2011 | N/A | -11.56% |
| 2010 | N/A | +24.41% |
| 2009 | N/A | +53.09% |
| 2008 | N/A | -43.60% |
| 2007 | N/A | +10.42% |
CDX vs FXZ Drawdown Comparison
The maximum drawdown for CDX was -13.23%, occurring on Oct 20, 2022. Recovery took 429 trading sessions.
The maximum drawdown for FXZ was -65.46%, occurring on Mar 6, 2009. Recovery took 648 trading sessions.
The current CDX drawdown is -7.58%. The current FXZ drawdown is -8.80%.
| Rank | CDX | FXZ |
|---|---|---|
| #1 | -13.23% Mar 2, 2022 - Nov 14, 2023 | -65.46% May 16, 2008 - Dec 10, 2010 |
| #2 | -8.88% Apr 9, 2025 - Apr 11, 2025 | -49.41% Jan 26, 2018 - Nov 16, 2020 |
| #3 | -6.73% Apr 2, 2025 - Apr 9, 2025 | -33.99% Apr 9, 2024 - Jan 9, 2026 |
| #4 | -3.14% Oct 3, 2024 - Jan 21, 2025 | -32.59% May 10, 2011 - Dec 18, 2012 |
| #5 | -2.41% Mar 19, 2024 - May 15, 2024 | -31.20% Apr 20, 2022 - Apr 3, 2024 |
| #6 | -1.65% May 15, 2024 - Jun 12, 2024 | -26.86% Jul 3, 2014 - Jul 11, 2016 |
| #7 | -1.64% Mar 3, 2025 - Mar 20, 2025 | -18.78% Jul 19, 2007 - Oct 5, 2007 |
| #8 | -1.47% Mar 20, 2025 - Apr 2, 2025 | -18.28% Oct 29, 2007 - Apr 17, 2008 |
| #9 | -1.28% Dec 27, 2023 - Jan 10, 2024 | -14.68% Jun 1, 2021 - Nov 11, 2021 |
| #10 | -1.13% Jun 18, 2024 - Jul 8, 2024 | -12.75% Feb 11, 2026 - Apr 8, 2026 |
| #11 | -1.05% Aug 5, 2024 - Aug 13, 2024 | -11.29% Jun 15, 2026 - Jul 20, 2026 |
| #12 | -1.05% Nov 14, 2023 - Nov 27, 2023 | -10.88% Nov 12, 2021 - Jan 12, 2022 |
| #13 | -0.96% Feb 1, 2024 - Feb 22, 2024 | -10.29% Jan 14, 2022 - Feb 16, 2022 |
| #14 | -0.85% Jan 21, 2025 - Feb 3, 2025 | -10.17% Jan 12, 2021 - Feb 24, 2021 |
| #15 | -0.80% Jan 12, 2024 - Feb 1, 2024 | -9.01% Feb 17, 2011 - May 10, 2011 |
Correlation
Correlation between CDX and FXZ is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.33
-101
Dividend Comparison (2007 - 2026)
CDX vs FXZ dividend yield comparison.
| Year | CDX | FXZ |
|---|---|---|
| 2026 | 4.03% | 0.53% |
| 2025 | 7.18% | 1.74% |
| 2024 | 12.60% | 1.81% |
| 2023 | 5.26% | 1.97% |
| 2022 | 7.51% | 1.56% |
| 2021 | 0.00% | 1.11% |
| 2020 | 0.00% | 1.51% |
| 2019 | 0.00% | 1.58% |
| 2018 | 0.00% | 1.38% |
| 2017 | 0.00% | 1.01% |
| 2016 | 0.00% | 1.19% |
| 2015 | 0.00% | 1.26% |
| 2014 | 0.00% | 1.73% |
| 2013 | 0.00% | 0.90% |
| 2012 | 0.00% | 2.81% |
| 2011 | 0.00% | 0.36% |
| 2010 | 0.00% | 1.61% |
| 2009 | 0.00% | 1.32% |
| 2008 | 0.00% | 1.88% |
| 2007 | 0.00% | 0.34% |
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