CDX vs XFIV
Comparison between SIMPLIFY HIGH YIELD ETF (CDX, ETF) and BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF).
CDX vs XFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CDX
$440M
XFIV
$437M
Expense Ratio
CDX
0.25%
Winner
XFIV
0.05%
Max Drawdown
CDX
17.00%
Winner
XFIV
7.83%
Sharpe Ratio
CDX
-0.91
Winner
XFIV
-0.26
5Y Beta
CDX
0.42
Winner
XFIV
-0.02
CDX vs XFIV - Historical Returns
Returns include dividend reinvestment.
1M
CDX
-0.63%
Winner
XFIV
-0.51%
3M
CDX
-1.54%
Winner
XFIV
-1.53%
6M
CDX
-2.51%
Winner
XFIV
-0.60%
1Y
CDX
-1.54%
Winner
XFIV
+2.95%
5Y(CAGR)
CDX
+4.25%
XFIV
N/A
Max(CAGR)
Winner
CDX
+4.25%
XFIV
+3.18%
CDX vs XFIV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CDX | XFIV |
|---|---|---|
| 2026 | -1.86% | -0.74% |
| 2025 | +8.81% | +7.47% |
| 2024 | +7.75% | +1.82% |
| 2023 | +12.25% | +4.07% |
| 2022 | -8.08% | -0.57% |
CDX vs XFIV Drawdown Comparison
The maximum drawdown for CDX was -13.23%, occurring on Oct 20, 2022. Recovery took 429 trading sessions.
The maximum drawdown for XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.
The current CDX drawdown is -7.15%. The current XFIV drawdown is -2.44%.
| Rank | CDX | XFIV |
|---|---|---|
| #1 | -13.23% Mar 2, 2022 - Nov 14, 2023 | -6.38% May 4, 2023 - Dec 27, 2023 |
| #2 | -8.88% Apr 9, 2025 - Apr 11, 2025 | -4.47% Sep 16, 2024 - Apr 3, 2025 |
| #3 | -6.73% Apr 2, 2025 - Apr 9, 2025 | -3.89% Jan 18, 2023 - Mar 17, 2023 |
| #4 | -3.14% Oct 3, 2024 - Jan 21, 2025 | -3.71% Sep 16, 2022 - Dec 1, 2022 |
| #5 | -2.41% Mar 19, 2024 - May 15, 2024 | -3.50% Feb 1, 2024 - Jul 11, 2024 |
| #6 | -1.65% May 15, 2024 - Jun 12, 2024 | -2.90% Feb 27, 2026 - May 19, 2026 |
| #7 | -1.64% Mar 3, 2025 - Mar 20, 2025 | -2.11% Apr 4, 2025 - Apr 30, 2025 |
| #8 | -1.47% Mar 20, 2025 - Apr 2, 2025 | -1.99% Apr 30, 2025 - Jun 25, 2025 |
| #9 | -1.28% Dec 27, 2023 - Jan 10, 2024 | -1.73% Dec 15, 2022 - Jan 9, 2023 |
| #10 | -1.13% Jun 18, 2024 - Jul 8, 2024 | -1.57% Apr 6, 2023 - May 3, 2023 |
| #11 | -1.05% Aug 5, 2024 - Aug 13, 2024 | -1.22% Mar 23, 2023 - Apr 4, 2023 |
| #12 | -1.05% Nov 14, 2023 - Nov 27, 2023 | -1.19% Mar 17, 2023 - Mar 23, 2023 |
| #13 | -0.96% Feb 1, 2024 - Feb 22, 2024 | -1.19% Dec 27, 2023 - Feb 1, 2024 |
| #14 | -0.85% Jan 21, 2025 - Feb 3, 2025 | -1.07% Jun 30, 2025 - Aug 1, 2025 |
| #15 | -0.80% Jan 12, 2024 - Feb 1, 2024 | -1.00% Aug 5, 2024 - Aug 21, 2024 |
Correlation
Correlation between CDX and XFIV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2022 - 2026)
CDX vs XFIV dividend yield comparison.
| Year | CDX | XFIV |
|---|---|---|
| 2026 | 3.37% | 1.63% |
| 2025 | 7.18% | 4.05% |
| 2024 | 12.60% | 3.92% |
| 2023 | 5.26% | 3.63% |
| 2022 | 7.51% | 1.06% |
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