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AMAX vs CRDT

Adaptive Hedged Multi-Asset Income ETF vs Simplify Opportunistic Income ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • CRDT costs 0.37% less per year.
  • AMAX is classified as alternative, while CRDT is fixed income — different risk/return profiles.
  • AMAX follows a option income strategy; CRDT uses active selection.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXCRDT
Annual cost (TER)1.36%0.99%
Fund size (AUM)$60M$38M
Since20092023
Dividend yield10.63%6.51%
Asset classalternativefixed income
Region
Strategyoption incomeactive selection
CAGR 1Y+11.8%-0.0%
CAGR 3Y+9.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.59N/A
Volatility 1Y9.98%8.48%
Max drawdown-16.25%-9.80%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AMAX and CRDT