CDX vs IBCA
Comparison between SIMPLIFY HIGH YIELD ETF (CDX, ETF) and ISHARES IBONDS DEC 2035 TERM CORPORATE ETF (IBCA, ETF).
CDX vs IBCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CDX
$377M
IBCA
$376M
Expense Ratio
CDX
0.25%
Winner
IBCA
0.10%
Max Drawdown
Winner
CDX
19.24%
IBCA
95.89%
Sharpe Ratio
CDX
-1.09
Winner
IBCA
-0.29
5Y Beta
CDX
0.45
Winner
IBCA
0.12
CDX vs IBCA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CDX
-0.23%
IBCA
-0.38%
3M
CDX
-1.46%
Winner
IBCA
-0.44%
6M
CDX
-2.71%
Winner
IBCA
-2.24%
1Y
CDX
-2.77%
Winner
IBCA
+2.63%
5Y(CAGR)
CDX
+3.89%
IBCA
N/A
10Y(CAGR)
CDX
N/A
IBCA
+8.13%
Max(CAGR)
CDX
+3.89%
Winner
IBCA
+4.35%
CDX vs IBCA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CDX | IBCA |
|---|---|---|
| 2026 | -2.54% | -0.77% |
| 2025 | +8.81% | +7.15% |
| 2024 | +7.75% | N/A |
| 2023 | +12.25% | N/A |
| 2022 | -8.08% | N/A |
| 2015 | N/A | +7.80% |
| 2014 | N/A | +36.63% |
| 2013 | N/A | +94.56% |
| 2012 | N/A | +47.35% |
| 2011 | N/A | -14.24% |
| 2010 | N/A | -12.54% |
| 2009 | N/A | -22.82% |
| 2008 | N/A | -74.83% |
| 2007 | N/A | -51.41% |
| 2006 | N/A | +34.94% |
| 2005 | N/A | +28.57% |
| 2004 | N/A | +33.19% |
| 2003 | N/A | +41.27% |
| 2002 | N/A | +50.00% |
| 2001 | N/A | +97.33% |
| 2000 | N/A | -44.44% |
| 1999 | N/A | -30.56% |
CDX vs IBCA Drawdown Comparison
The maximum drawdown for CDX was -13.23%, occurring on Oct 20, 2022. Recovery took 429 trading sessions.
The maximum drawdown for IBCA was -95.73%, occurring on Oct 12, 2010. This drawdown has not yet recovered.
The current CDX drawdown is -7.80%. The current IBCA drawdown is -40.03%.
| Rank | CDX | IBCA |
|---|---|---|
| #1 | -13.23% Mar 2, 2022 - Nov 14, 2023 | -95.73% Jul 25, 2006 - Oct 12, 2010 |
| #2 | -8.96% Apr 9, 2025 - Jul 29, 2026 | -61.11% Nov 1, 1999 - Jan 23, 2002 |
| #3 | -6.73% Apr 2, 2025 - Apr 9, 2025 | -22.48% Jul 17, 2002 - Sep 11, 2002 |
| #4 | -3.14% Oct 3, 2024 - Jan 21, 2025 | -21.05% Sep 11, 2002 - Mar 20, 2003 |
| #5 | -2.41% Mar 19, 2024 - May 15, 2024 | -16.92% Jan 24, 2002 - Apr 17, 2002 |
| #6 | -1.65% May 15, 2024 - Jun 12, 2024 | -16.85% Mar 8, 2004 - Oct 26, 2004 |
| #7 | -1.64% Mar 3, 2025 - Mar 20, 2025 | -13.95% Sep 12, 2005 - Oct 21, 2005 |
| #8 | -1.47% Mar 20, 2025 - Apr 2, 2025 | -13.26% Dec 8, 2005 - Jan 23, 2006 |
| #9 | -1.28% Dec 27, 2023 - Jan 10, 2024 | -12.76% Feb 4, 2005 - Jul 13, 2005 |
| #10 | -1.13% Jun 18, 2024 - Jul 8, 2024 | -9.56% Jun 5, 2006 - Jul 6, 2006 |
| #11 | -1.05% Aug 5, 2024 - Aug 13, 2024 | -8.95% Aug 2, 2005 - Aug 29, 2005 |
| #12 | -1.05% Nov 14, 2023 - Nov 27, 2023 | -7.68% Apr 28, 2006 - May 26, 2006 |
| #13 | -0.96% Feb 1, 2024 - Feb 22, 2024 | -6.94% Dec 31, 2004 - Feb 4, 2005 |
| #14 | -0.85% Jan 21, 2025 - Feb 3, 2025 | -6.80% Apr 2, 2003 - Jun 4, 2003 |
| #15 | -0.80% Jan 12, 2024 - Feb 1, 2024 | -6.31% Apr 18, 2002 - Jul 3, 2002 |
Correlation
Correlation between CDX and IBCA is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.
0.16
-101
Dividend Comparison (2007 - 2026)
CDX vs IBCA dividend yield comparison.
| Year | CDX | IBCA |
|---|---|---|
| 2026 | 4.69% | 2.88% |
| 2025 | 7.18% | 3.19% |
| 2024 | 12.60% | 0.00% |
| 2023 | 5.26% | 0.00% |
| 2022 | 7.51% | 0.00% |
| 2015 | 0.00% | 0.46% |
| 2014 | 0.00% | 1.49% |
| 2008 | 0.00% | 6.27% |
| 2007 | 0.00% | 1.45% |
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