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Simplify High Yield (CDX) ETF Holdings & Analysis
ETFOther
What CDX does
The Simplify High Yield ETF (CDX) is engineered to generate substantial current income. It achieves this by primarily allocating its capital to high-yield bonds, while simultaneously deploying strategies to reduce inherent credit risk. CDX offers foundational exposure to the high-yield market, delivering appealing income streams, and is fortified by a diverse array of dynamic and effective credit hedging techniques. Its principal hedging mechanism is rooted in a Quality-Junk factor. Furthermore, the ETF opportunistically invests in CDX call options and equity put options, assessing opportunities based on advantageous cost-to-payout ratios.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| SIMPLIFY E GOVT MONEY MKT ETF | 18.08% | |
| TRS HYG SOFR -25 111626 | 8.30% | |
| TRS HYG SOFR -25 111626 | 8.25% | |
| TRS HYG SOFR -10 051427 | 8.17% | |
| TRS HYG SOFR -10 051427 | 8.12% | |
| TRS HYG SOFR -25 101526 | 6.85% | |
| TRS HYG SOFR -25 101526 | 6.80% | |
| TRS UBSMQLTP SOFR +30 111326 | 5.17% | |
| TRS UBSMQLTP SOFR +30 111326 | 5.07% | |
| TRS UBSMPDLE SOFR -05 111326 | 4.86% |
Sector allocation
| Basic Materials | -1.17% |
| Cash & Others | 22.20% |
| Communication Services | -0.57% |
| Consumer Cyclical | -1.79% |
| Consumer Defensive | -2.58% |
| Energy | 1.55% |
| Financial Services | 78.84% |
| Healthcare | 0.36% |
| Industrials | 0.84% |
| Real Estate | 0.61% |
| Technology | 1.35% |
Geographic allocation
| United States | 77.77% |
| Other | 22.40% |
| Ireland | 0.42% |
| Switzerland | 0.25% |
PortView Portfolio Insights
PortView analyzes how CDX fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze CDX in PortView →Related securities
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Frequently asked questions
- What does CDX track?
- CDX is the Simplify High Yield ETF, a Other ETF.
- What is the expense ratio of CDX?
- Expense ratio data for CDX is shown on the page when available from our data provider.
- What are the largest holdings in CDX?
- Top holdings include SBIL, TRS HYG SOFR -25 111626, TRS HYG SOFR -25 111626, TRS HYG SOFR -10 051427, TRS HYG SOFR -10 051427.
- How can PortView analyze CDX overlap with other ETFs?
- PortView computes the holdings overlap between CDX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.