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CLOI vs CRDT

VanEck CLO ETF vs Simplify Opportunistic Income ETF

CLOI

VanEck CLO ETF

VanEck

Annual cost

0.36%

Fund size

$1.3B

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • CLOI costs 0.63% less per year.
  • CLOI is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CLOICRDT
Annual cost (TER)0.36%0.99%
Fund size (AUM)$1.3B$38M
Since20222023
Dividend yield5.44%6.51%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+5.7%+0.8%
CAGR 3Y+7.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.32N/A
Volatility 1Y1.21%8.52%
Max drawdown-3.36%-9.80%

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

Similar to CLOI and CRDT