CDXvsCASETF Comparison
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Simplify High Yield PLUS Credit Hedge ETF (CDX) belongs to the Alternatives segment. Simplify China A Shares PLUS Income ETF (CAS) is part of the Options Strategies segment. CDX's top 3 sector exposures are Sovereign, Government Agencies and Finance. In contrast, CAS's top sector exposures are Sovereign and Government Agencies. CDX is less expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.88% for CAS. CDX is down -2.66% year-to-date (YTD) with -$69M in YTD flows. CAS performs better with 10.17% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of CDX and CAS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CDX vs CAS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CDX CAS | +0.04%+6.66% | -0.74%-2.53% | -2.66%+10.17% | -2.07%+19.98% | +21.02%n/a | n/an/a |
| Flows | CDX CAS | -$18M+$646K | -$39M+$1M | -$69M+$3M | +$41M+$4M | +$353M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CDX CAS | +4.28%+32.67% | +4.14%+24.58% | +5.03%n/a | n/an/a |
| Max drawdown | CDX CAS | -2.50%-16.29% | -4.34%-16.29% | -4.34%n/a | n/an/a |
| Max drawdown duration | CDX CAS | 77d71d | 294d71d | 294dn/a | n/an/a |
Trading data
CDX | CAS | |
Last sale 9/3/2026 at 1:30 PM | $20.52 | $25.72 |
| Previous close 09/02/2026 | $20.47 | $25.46 |
| Consolidated volume 09/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/3/2026 at 1:30 PM
Live
Closed
CDX | CAS | |
|---|---|---|
| Last price | $20.52 | $25.72 |
| 1D performance | +0.24% | +0.99% |
| AuM | $357.27 M | $13.37 M |
| E/R | 0.5% | 0.88% |
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Exposure
Countries
CDX
USA
80.93%
Other
19.07%
CAS
USA
92.5%
Other
7.5%
Sectors
CDX
Sovereign
46.3%
Government Agenci.
33.65%
Other
20.05%
CAS
Sovereign
71.37%
Government Agenci.
21.14%
Other
7.5%
Diversification
CDX
Total weight of top 15 holdings out of 15
43.37%
CAS
Total weight of top 15 holdings out of 15
69.65%
Top 15 holdings
Data as of July 31, 2026
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%
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%
Frequently asked questions about CDX and CAS
How have the CDX and CAS ETFs performed in 2026?
As of September 1, 2026, CDX is down -2.66% year-to-date (YTD), while CAS has returned 10.17%. That puts CAS better performer ahead so far this year.
Which ETF is attracting more investor money: CDX or CAS?
Year-to-date, the CDX ETF saw -$69M in flows, compared to +$3M for CAS.
Which ETF is more volatile: CDX or CAS?
Over the past year, CDX had a volatility of 4.14%, while CAS experienced 24.58%.
Which ETF is bigger: CDX or CAS?
As of September 1, 2026, CDX holds $357.27 M in assets under management (AUM), while CAS manages $13.37 M.
What sectors do the CDX and CAS ETFs invest in?
CDX leans toward sectors like Sovereign and Government Agencies. Meanwhile, CAS focuses on Sovereign and Government Agencies.
What are the top holdings of the CDX ETF and CAS ETF?
CDX top holdings include USA, Bills 0% 3dec2026, USD (182D), USA, Bills 0% 31dec2026, USD (182D) and USA, Bills 0% 15oct2026, USD (182D). CAS holds in its top three: USA, Bills 0% 3dec2026, USD (182D), USA, Bills 0% 1sep2026, USD (119D) and USA, Bills 0% 15oct2026, USD (182D).
Which ETF is more diversified: CDX or CAS?
CDX holds 379 securities with 43.37% of its assets in the top 15. CAS has 170 securities and a top 15 weight of 69.65%.
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Latest news about CDX & CAS
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