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CGUI vs CRDT

Capital Group Ultra Short Income ETF vs Simplify Opportunistic Income ETF

CGUI

Capital Group Ultra Short Income ETF

Capital Group

Annual cost

0.18%

Fund size

$246M

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • CGUI costs 0.81% less per year.
  • CGUI is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
  • CGUI follows a index tracking strategy; CRDT uses active selection.

Side-by-side comparison

CGUICRDT
Annual cost (TER)0.18%0.99%
Fund size (AUM)$246M$38M
Since20242023
Dividend yield3.95%6.51%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%-0.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.74%8.48%
Max drawdown-0.18%-9.80%

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

Similar to CGUI and CRDT