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CRDT vs SPYT

Simplify Opportunistic Income ETF vs Defiance S&P 500 Target Income

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

SPYT

Defiance S&P 500 Target Income

Annual cost

0.92%

Fund size

$152M

Key differences

CRDT is a fixed income ETF, while SPYT is an alternative ETF. CRDT charges 0.99% a year and SPYT 0.92%.

  • CRDT is a fixed income fund, while SPYT is an alternative fund. They carry different risk/return profiles.
  • CRDT follows a active selection strategy; SPYT uses option income.
  • SPYT costs 0.07% less per year.
  • SPYT is much larger than CRDT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CRDTSPYT
Annual cost (TER)0.99%0.92%
Fund size (AUM)$37M$152M
Since20232024
Dividend yield6.19%20.29%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+0.5%+21.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.02%11.17%
Max drawdown-9.80%-18.24%

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

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