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CRDT vs IWMY

Simplify Opportunistic Income ETF vs Defiance R2000 Target 30 Weekly Distribution ETF

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

IWMY

Defiance R2000 Target 30 Weekly Distribution ETF

Annual cost

1.05%

Fund size

$99M

Key differences

CRDT is a fixed income ETF, while IWMY is an alternative ETF. CRDT charges 0.99% a year and IWMY 1.05%.

  • CRDT is a fixed income fund, while IWMY is an alternative fund. They carry different risk/return profiles.
  • CRDT follows a active selection strategy; IWMY uses option income.
  • CRDT costs 0.06% less per year.

Side-by-side comparison

CRDTIWMY
Annual cost (TER)0.99%1.05%
Fund size (AUM)$37M$99M
Since20232023
Dividend yield6.19%45.64%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+0.5%+21.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.02%16.16%
Max drawdown-9.80%-18.72%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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