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CRDT vs USOY

Simplify Opportunistic Income ETF vs Defiance Oil Enhanced Options Income ETF

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

USOY

Defiance Oil Enhanced Options Income ETF

Annual cost

1.12%

Fund size

$62M

Key differences

CRDT is a fixed income ETF, while USOY is an alternative ETF. CRDT charges 0.99% a year and USOY 1.12%.

  • CRDT is a fixed income fund, while USOY is an alternative fund. They carry different risk/return profiles.
  • CRDT follows a active selection strategy; USOY uses option income.
  • CRDT costs 0.13% less per year.

Side-by-side comparison

CRDTUSOY
Annual cost (TER)0.99%1.12%
Fund size (AUM)$37M$62M
Since20232024
Dividend yield6.19%66.64%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+0.5%+52.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.02%30.55%
Max drawdown-9.80%-17.46%

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

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