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CRDT vs LQTI

Simplify Opportunistic Income ETF vs FT Vest Investment Grade & Target Income ETF

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

LQTI

FT Vest Investment Grade & Target Income ETF

Annual cost

0.65%

Fund size

$288M

Key differences

CRDT is a fixed income ETF, while LQTI is an alternative ETF. CRDT charges 0.99% a year and LQTI 0.65%.

  • CRDT is a fixed income fund, while LQTI is an alternative fund. They carry different risk/return profiles.
  • CRDT follows a active selection strategy; LQTI uses option income.
  • LQTI costs 0.34% less per year.
  • LQTI is much larger than CRDT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CRDTLQTI
Annual cost (TER)0.99%0.65%
Fund size (AUM)$37M$288M
Since20232025
Dividend yield6.19%9.06%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+1.4%+4.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y8.99%5.16%
Max drawdown-9.80%-3.41%

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

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