CDX

Simplify$21.24+0.18 (+0.83%)
AUM $401.4MER 0.50%NAV $21.24Holdings 235

Price Chart

Key Statistics

Previous Close

$21.06

Day Range

$21.08$21.28

52-Week Range

$21.02$23.34

Avg Volume

169.9K

Dividend Yield

8.19%

Expense Ratio

0.50%

AUM

$401.4M

Shares Outstanding

19.2M

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology24.62%
Industrials15.11%
Healthcare14.18%
Financial Services10.04%
Consumer Cyclical9.80%
Energy6.94%
Real Estate4.22%
Communication Services4.14%
Consumer Defensive4.06%
Basic Materials3.95%
Utilities2.94%

Country Allocation

CountryWeight %
United States75.88%
Other24.10%
Ireland0.48%
Switzerland0.19%

Fund Information

Issuer
Simplify
Category
Technology
Inception Date
Feb 14, 2022
Exchange
NYSE_ARCA
Description
The Simplify High Yield ETF (CDX) seeks to maximize current income by investing primarily in high-yield bonds while mitigating credit risk. CDX is designed to provide core high yield exposure, with its attractive income, while simultaneously deploying a host of compelling and flexible credit hedge techniques.The primary hedge in CDX is a Quality-Junk factor-based hedge, although CDX will opportunistically invest in CDX calls and equity puts based on cost-to-payout ratios.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.20T
VOOVanguard S&P 500 ETF$1.60T
IVViShares Core S&P 500 ETF$832.92B
SPYState Street SPDR S&P 500 ETF Trust$789.87B
QQQInvesco QQQ Trust, Series 1$492.97B

The Simplify High Yield ETF (CDX) is an exchange-traded fund issued by Simplify that launched on Feb 14, 2022. It currently manages $401.4M in assets under management. The fund charges an expense ratio of 0.50%. The fund holds 235 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 78.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1SBILSIMPLIFY E GOVT MONEY MKT ETF12.33%1,968,744$197.1M
2TRS HYG SOFR -30 0514279.94%1,991,684$159.0M
3TRS HYG SOFR -30 0514279.90%-158,259,210$-158259210
4TRS HYG SOFR -35 1116267.96%1,593,641$127.2M
5TRS HYG SOFR -35 1116267.92%-126,630,713$-126630713
6TRS HYG SOFR -30 1015267.20%1,442,794$115.2M
7TRS HYG SOFR -30 1015267.17%-114,644,411$-114644411
8TUASIMPLIFY E SHORT TERM TRSRY FUTURES6.26%4,852,000$100.0M
9TRS UBSMQLTP SOFR +30 1113265.26%-84,116,507$-84116506
10TRS UBSMPDLE SOFR -05 1113264.50%-580,143$-71937499
11TRS UBSMPDLE SOFR -05 1113264.20%67,191,524$67.2M
12B 7/7/26 Govt2.04%32,700,000$32.6M
13B 12/3/26 Govt1.45%23,560,000$23.1M
14B 7/21/26 Govt1.28%20,500,000$20.4M
15B 10/15/26 Govt1.19%19,350,000$19.1M
Page 1 of 5

Detailed Returns

PeriodReturnETF
1D
+0.83%
1W
+0.33%
1M
-0.23%
3M
-1.80%
6M
-5.26%
YTD
-4.32%
1Y
-8.13%
3Y
-2.61%
5Y
-15.04%

Moving Averages

20-Day MA

$21.16

Above 20-Day MA
50-Day MA

$21.35

Below 50-Day MA
200-Day MA

$22.14

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$23.34

Current Price

$21.24

52-Week Low

$21.02

$21.02$23.34

Current Yield

8.19%

Annual Dividend

$0.5600

Frequency

12x/year

Last Ex-Date

May 26, 2026

Dividend History

Ex-DateAmountPay Date
May 26, 2026$0.1200May 29, 2026
Apr 27, 2026$0.1400Apr 30, 2026
Mar 26, 2026$0.1500Mar 31, 2026
Feb 24, 2026$0.1500Feb 27, 2026
Jan 27, 2026$0.1500Jan 30, 2026
Dec 23, 2025$0.1500Dec 31, 2025
Nov 21, 2025$0.1500Nov 28, 2025
Oct 28, 2025$0.1500Oct 31, 2025
Sep 25, 2025$0.1500Sep 30, 2025
Aug 26, 2025$0.1500Aug 29, 2025
Jul 28, 2025$0.1500Jul 31, 2025
Jun 25, 2025$0.1500Jun 30, 2025
May 27, 2025$0.1500May 30, 2025
Apr 25, 2025$0.1500Apr 30, 2025
Mar 26, 2025$0.1500Mar 31, 2025
Feb 25, 2025$0.0500Feb 28, 2025
Jan 28, 2025$0.0500Jan 31, 2025
Dec 23, 2024$0.9471Dec 31, 2024
Nov 25, 2024$0.2500Nov 29, 2024
Oct 28, 2024$0.2000Oct 31, 2024

Dividend Payments Over Time

Category Comparison

MetricCDXTechnology(1481 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.50%0.63%0.71%
AUM$401.4M$7.60B$1.52B
Dividend Yield8.19%2.94%11.21%
Avg Volume169.9K735.4K235.9K
Holdings235203162
Performance
1-Month Return-0.19%+1.82%-0.11%
6-Month Return-4.84%+13.60%-1.95%
YTD Return-4.63%+15.02%-0.82%
1-Year Return-7.61%+33.05%+1.00%

Compare with Another ETF

Search for an ETF to compare with CDX:

FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.