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CRDT vs HFSI

Simplify Opportunistic Income ETF vs Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

HFSI

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF

Annual cost

Fund size

Key differences

  • CRDT follows a active selection strategy; HFSI uses index tracking.

Side-by-side comparison

CRDTHFSI
Annual cost (TER)0.99%
Fund size (AUM)$38M
Since2023
Dividend yield6.51%
Asset classfixed incomefixed income
Regionemerging markets
Strategyactive selectionindex tracking
CAGR 1Y-0.0%+9.0%
CAGR 3YN/A+8.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.02
Volatility 1Y8.48%3.62%
Max drawdown-9.80%-19.34%

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

Similar to CRDT and HFSI