CASvsCDXETF Comparison
VS
Simplify China A Shares PLUS Income ETF (CAS) belongs to the Options Strategies segment. Simplify High Yield PLUS Credit Hedge ETF (CDX) is part of the Alternatives segment. CAS's top 2 sector exposures are Sovereign and Government Agencies. In contrast, CDX's top sector exposures are Sovereign, Government Agencies and Finance. CAS is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.5% for CDX. CAS is up 9.76% year-to-date (YTD) with +$3M in YTD flows. CDX performs worse with -2.87% YTD performance, and -$81M in YTD flows. Run a side-by-side ETF comparison of CAS and CDX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
CAS vs CDX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CAS CDX | -3.44%-1.03% | -6.79%-1.44% | +9.76%-2.87% | +15.67%-2.75% | n/a+20.26% | n/an/a |
| Flows | CAS CDX | +$646K-$22M | +$1M-$45M | +$3M-$81M | +$4M+$12M | -+$342M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CAS CDX | +31.13%+3.77% | +24.30%+4.18% | n/a+4.99% | n/an/a |
| Max drawdown | CAS CDX | -16.29%-2.23% | -16.29%-4.34% | n/a-4.34% | n/an/a |
| Max drawdown duration | CAS CDX | 88d85d | 88d311d | n/a311d | n/an/a |
Trading data
CAS | CDX | |
Last sale 9/18/2026 at 1:30 PM | $25.55 | $20.49 |
| Previous close 09/17/2026 | $25.12 | $20.50 |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
CAS | CDX | |
|---|---|---|
| Last price | $25.55 | $20.49 |
| 1D performance | +1.70% | -0.05% |
| AuM | $13.33 M | $344.16 M |
| E/R | 0.88% | 0.5% |
Advertisement
Exposure
Countries
CAS
USA
92.5%
Other
7.5%
CDX
USA
80.94%
Other
19.06%
Sectors
CAS
Sovereign
71.37%
Government Agenci.
21.14%
Other
7.5%
CDX
Sovereign
46.3%
Government Agenci.
33.65%
Other
20.05%
Advertisement
Diversification
CAS
Total weight of top 15 holdings out of 15
69.65%
CDX
Total weight of top 15 holdings out of 15
43.37%
Top 15 holdings
Data as of July 31, 2026
CAS
USA, Bills 0% 3dec2026, USD (182D)
28.00%
USA, Bills 0% 1sep2026, USD (119D)
13.74%
USA, Bills 0% 15oct2026, USD (182D)
10.48%
USA, Bills 0% 31dec2026, USD (182D)
7.97%
Freddie Mac, FRN 22sep2027, USD
1.34%
USA, Notes FRN 31jul2026, USD (BF-2026)
1.16%
USA, Notes FRN 31jul2027, USD (BF-2027)
0.93%
FHLB, 0% 7aug2026, USD (365D)
0.93%
FHLB, 0% 21aug2026, USD (365D)
0.93%
FHLB, 0% 27aug2026, USD (365D)
0.93%
FHLB, 0% 3sep2026, USD (365D)
0.74%
USA, Notes FRN 31oct2027, USD (BK-2027)
0.65%
FHLB, 0% 28aug2026, USD (365D)
0.65%
USA, Bills 0% 8oct2026, USD (182D)
0.64%
USA, Notes FRN 30apr2027, USD (BB-2027)
0.59%
CDX
USA, Bills 0% 3dec2026, USD (182D)
9.96%
USA, Bills 0% 31dec2026, USD (182D)
7.65%
USA, Bills 0% 15oct2026, USD (182D)
5.55%
USA, Bills 0% 1sep2026, USD (119D)
5.05%
Freddie Mac, FRN 22sep2027, USD
2.13%
USA, Notes FRN 31jul2026, USD (BF-2026)
1.85%
USA, Notes FRN 31jul2027, USD (BF-2027)
1.48%
FHLB, 0% 7aug2026, USD (365D)
1.48%
FHLB, 0% 21aug2026, USD (365D)
1.47%
FHLB, 0% 27aug2026, USD (365D)
1.47%
FHLB, 0% 3sep2026, USD (365D)
1.18%
USA, Notes FRN 31oct2027, USD (BK-2027)
1.04%
FHLB, 0% 28aug2026, USD (365D)
1.03%
USA, Bills 0% 8oct2026, USD (182D)
1.03%
USA, Bills 0% 20oct2026, USD (119D)
1.02%
Frequently asked questions about CAS and CDX
How have the CAS and CDX ETFs performed in 2026?
As of September 18, 2026, CAS is up 9.76% year-to-date (YTD), while CDX has lost -2.87%. That puts CAS better performer ahead so far this year.
Which ETF is attracting more investor money: CAS or CDX?
Year-to-date, the CAS ETF saw +$3M in flows, compared to -$81M for CDX.
Which ETF is more volatile: CAS or CDX?
Over the past year, CAS had a volatility of 24.3%, while CDX experienced 4.18%.
Which ETF is bigger: CAS or CDX?
As of September 18, 2026, CAS holds $13.33 M in assets under management (AUM), while CDX manages $344.16 M.
What sectors do the CAS and CDX ETFs invest in?
CAS leans toward sectors like Sovereign and Government Agencies. Meanwhile, CDX focuses on Sovereign and Government Agencies.
What are the top holdings of the CAS ETF and CDX ETF?
CAS top holdings include USA, Bills 0% 3dec2026, USD (182D), USA, Bills 0% 1sep2026, USD (119D) and USA, Bills 0% 15oct2026, USD (182D). CDX holds in its top three: USA, Bills 0% 3dec2026, USD (182D), USA, Bills 0% 31dec2026, USD (182D) and USA, Bills 0% 15oct2026, USD (182D).
Which ETF is more diversified: CAS or CDX?
CAS holds 170 securities with 69.65% of its assets in the top 15. CDX has 379 securities and a top 15 weight of 43.37%.
Advertisement
Latest news about CAS & CDX
Advertisement
