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FXE vs CDX

Comparison between Invesco CurrencyShares Euro Trust (FXE, ETF) and SIMPLIFY HIGH YIELD ETF (CDX, ETF).

FXE vs CDX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FXE
$409M
CDX
$407M
Expense Ratio
FXE
0.40%
Winner
CDX
0.25%
Max Drawdown
FXE
44.67%
Winner
CDX
17.00%
Sharpe Ratio
Winner
FXE
-0.65
CDX
-0.84
5Y Beta
Winner
FXE
-0.00
CDX
0.41

FXE vs CDX - Historical Returns

Returns include dividend reinvestment.

1M
FXE
-1.87%
Winner
CDX
+0.19%
3M
FXE
-1.82%
Winner
CDX
-0.59%
6M
FXE
-3.08%
Winner
CDX
-1.28%
1Y
Winner
FXE
-1.02%
CDX
-1.34%
5Y(CAGR)
FXE
-0.17%
Winner
CDX
+4.36%
10Y(CAGR)
FXE
-0.05%
CDX
N/A
Max(CAGR)
FXE
+0.07%
Winner
CDX
+4.36%

FXE vs CDX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearFXECDX
2026-2.53%-1.19%
2025+15.55%+8.81%
2024-3.36%+7.75%
2023+6.37%+12.25%
2022-5.88%-8.08%
2021-8.08%N/A
2020+8.40%N/A
2019-1.97%N/A
2018-5.78%N/A
2017+14.54%N/A
2016-3.55%N/A
2015-9.98%N/A
2014-11.81%N/A
2013+3.90%N/A
2012+0.72%N/A
2011-2.84%N/A
2010-7.48%N/A
2009+3.32%N/A
2008-2.02%N/A
2007+14.49%N/A
2006+12.27%N/A
2005-0.88%N/A

FXE vs CDX Drawdown Comparison

The maximum drawdown for FXE was -43.32%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for CDX was -13.23%, occurring on Oct 20, 2022. Recovery took 429 trading sessions.

The current FXE drawdown is -29.29%. The current CDX drawdown is -6.52%.

RankFXECDX
#1-43.32%
Jul 11, 2008 - Sep 27, 2022
-13.23%
Mar 2, 2022 - Nov 14, 2023
#2-3.60%
Nov 26, 2007 - Jan 14, 2008
-8.88%
Apr 9, 2025 - Apr 11, 2025
#3-3.54%
Jan 23, 2006 - Apr 4, 2006
-6.73%
Apr 2, 2025 - Apr 9, 2025
#4-3.49%
Apr 22, 2008 - Jul 2, 2008
-3.14%
Oct 3, 2024 - Jan 21, 2025
#5-3.04%
Jun 2, 2006 - Aug 4, 2006
-2.41%
Mar 19, 2024 - May 15, 2024
#6-3.01%
Dec 1, 2006 - Mar 15, 2007
-1.65%
May 15, 2024 - Jun 12, 2024
#7-2.74%
Jan 30, 2008 - Feb 26, 2008
-1.64%
Mar 3, 2025 - Mar 20, 2025
#8-2.73%
Jul 20, 2007 - Sep 7, 2007
-1.47%
Mar 20, 2025 - Apr 2, 2025
#9-2.63%
Aug 21, 2006 - Nov 9, 2006
-1.28%
Dec 27, 2023 - Jan 10, 2024
#10-2.25%
Apr 27, 2007 - Jul 2, 2007
-1.13%
Jun 18, 2024 - Jul 8, 2024
#11-2.09%
Mar 17, 2008 - Mar 26, 2008
-1.05%
Aug 5, 2024 - Aug 13, 2024
#12-1.72%
Jan 14, 2008 - Jan 30, 2008
-1.05%
Nov 14, 2023 - Nov 27, 2023
#13-1.52%
Apr 5, 2006 - Apr 18, 2006
-0.96%
Feb 1, 2024 - Feb 22, 2024
#14-1.51%
May 12, 2006 - Jun 2, 2006
-0.85%
Jan 21, 2025 - Feb 3, 2025
#15-1.47%
Dec 16, 2005 - Jan 3, 2006
-0.80%
Jan 12, 2024 - Feb 1, 2024

Correlation

Correlation between FXE and CDX is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2006 - 2026)

FXE vs CDX dividend yield comparison.

YearFXECDX
20260.37%3.34%
20250.94%7.18%
20242.28%12.60%
20231.49%5.26%
20220.01%7.51%
20110.23%0.00%
20100.01%0.00%
20090.34%0.00%
20083.57%0.00%
20073.01%0.00%
20061.97%0.00%

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