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CRDT vs LQ

Simplify Opportunistic Income ETF vs Simplify Tax Aware Alternatives ETF

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

Key differences

  • LQ costs 0.84% less per year.
  • CRDT is classified as fixed income, while LQ is equity — different risk/return profiles.

Side-by-side comparison

CRDTLQ
Annual cost (TER)0.99%0.15%
Fund size (AUM)$38M
Since20232026
Dividend yield6.51%
Asset classfixed incomeequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+0.8%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y8.52%
Max drawdown-9.80%-2.82%

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

Similar to CRDT and LQ