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CRDT vs DBND

Simplify Opportunistic Income ETF vs DoubleLine Opportunistic Core Bond ETF

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

DBND

DoubleLine Opportunistic Core Bond ETF

DoubleLine ETF Trust

Annual cost

0.45%

Fund size

$720M

Key differences

  • DBND costs 0.54% less per year.
  • DBND is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CRDTDBND
Annual cost (TER)0.99%0.45%
Fund size (AUM)$38M$720M
Since20232022
Dividend yield6.51%4.78%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y-0.0%+5.3%
CAGR 3YN/A+4.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.16
Volatility 1Y8.48%3.33%
Max drawdown-9.80%-9.19%

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

Similar to CRDT and DBND