Screener
CEFS vs CRDT
Saba Closed-End Funds ETF vs Simplify Opportunistic Income ETF
Key differences
- CRDT costs 1.62% less per year.
- CEFS is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
- CEFS is classified as alternative, while CRDT is fixed income — different risk/return profiles.
- CEFS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CEFS | CRDT | |
|---|---|---|
| Annual cost (TER) | 2.61% | 0.99% |
| Fund size (AUM) | $402M | $38M |
| Since | 2017 | 2023 |
| Dividend yield | 6.24% | 6.51% |
| Asset class | alternative | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.3% | -0.0% |
| CAGR 3Y | +21.5% | N/A |
| CAGR 5Y | +13.7% | N/A |
| Sharpe 3Y | 1.39 | N/A |
| Volatility 1Y | 9.92% | 8.48% |
| Max drawdown | -38.99% | -9.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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