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Simplify Asset ManagementHigh Yield BondCDX · NYSE Arca

Simplify High Yield ETF (CDX)

Price
$20.50
11 Sept 2026
Assets
$360.4M
Total net assets
Expense ratio
0.25%
Category 0.85%
Yield
8.22%
Trailing distributions
3Y CAGR
6.4%-1.4%
Category 7.8%
5Y CAGR
Category 3.6%
Loading NAV history…
Simplify High Yield ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.0%-1.6%-1.4%-3.1%-3.2%+6.4%+3.7%
High Yield Bond average-0.7%-0.0%2.6%1.7%3.1%7.8%3.6%4.7%4.7%
Difference-0.3%-1.5%-3.9%-4.8%-6.4%-1.4%-1.1%

Holdings

The 1 largest positions make up 77.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
SBILSimplify Government Money Market ETF77.04%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
27.2
P/B
5.0
P/S
2.7
P/CF
17.8

Sector allocation

Share of the equity the fund holds.

25.3%Technology11 sectors
  1. Technology25.3%
  2. Industrials14.9%
  3. Health care13.6%
  4. Financial services12.3%
  5. Consumer discretionary9.6%
  6. Energy7.2%
  7. Materials5.7%
  8. Communication services4.1%
  9. Consumer staples2.8%
  10. Real estate2.8%
  11. Utilities1.7%

Asset mix

  • Cash52.2%
  • Bonds47.1%
  • Stocks1.0%

Credit quality

Share of the bonds by rating.

  • US government60.0%
  • BBB0.6%
  • BB56.6%
  • B31.6%
  • Below B11.1%
  • Other0.0%

ETF details

Issuer
Simplify Asset Management
Category
Fixed Income · High Yield Bond
Ticker
CDX
Exchange
NYSE Arca
Inception
14 Feb 2022 (4.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.25% (category 0.85%)
Holdings turnover
622% (category 74%)
Distribution yield
8.22%
Beta, 3 years
0.58
Total net assets
$360.4M
Average maturity
9.93 years

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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