Logo

Simplify Exchange Traded Funds (CDX)

๐Ÿ” Compare with another ETF

ISINUS82889N8305
TER0.00%
ReplicationSynthetic
DistributionAccumulating
Launch Year2022
AUM$0.23 billion
ProviderSimplify Asset Management
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

Simplify Exchange Traded Funds Price Chart

Live Price (Delayed)
Loading... USD
Description

The adviser seeks to achieve the fund"s investment objective by investing in high yield bonds also known as "junk bonds" primarily by purchasing exchange traded funds and applying a credit hedge derivatives strategy to the fund"s investments. Under normal circumstances, the fund will invest at least 80% of its net assets in high yield securities. The fund may invest up to 20% of its portfolio in derivatives.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
99.87%
๐Ÿ“ˆ Simplify Exchange Traded Funds - Simplify Risk Parity Treasury ETF
0.81%

Sector Allocation

โšก Energy
0.00%
๐Ÿ”Œ Utilities
0.00%
๐Ÿ’Š Healthcare
0.00%
๐Ÿ’ป Technology
0.00%
๐Ÿ—๏ธ Industrials
0.00%
๐Ÿ˜๏ธ Real Estate
0.00%
๐Ÿ“Š Basic Materials
0.00%
๐Ÿ“Š Consumer Cyclicals
0.00%
๐Ÿ“Š Consumer Defensive
0.00%
๐Ÿ“Š Financial Services
0.00%
๐Ÿ“ก Communication Services
0.00%

Currency Exposure

๐Ÿ’ฐ Bond
98.57%
๐Ÿ’ฐ Cash
99.35%
๐Ÿ’ฐ Other
-98.07%
๐Ÿ’ฐ Stock US
0.07%
๐Ÿ’ฐ Stock non-US
-0.05%
๐Ÿ’ฐ NotClassified
0.13%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month2.28%
3 Months4.51%
6 Months6.42%
1 Year-1.11%
3 Years3.58%
5 YearsN/A
Since Inception20.83%

๐Ÿ“Š Wealth Projection Calculator

Click "Calculate Projection" to see your potential returns.
๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

Compare brokers โ†’
๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

Wealthium AI
Hello! I am your AI investment assistant. Please log in to ask me about ETFs, portfolio optimization, or investment strategies.