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CRDT vs WDTE

Simplify Opportunistic Income ETF vs Defiance S&P 500 Target 30 Weekly Distribution ETF

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

WDTE

Defiance S&P 500 Target 30 Weekly Distribution ETF

Annual cost

1.03%

Fund size

$67M

Key differences

CRDT is a fixed income ETF, while WDTE is an alternative ETF. CRDT charges 0.99% a year and WDTE 1.03%.

  • CRDT is a fixed income fund, while WDTE is an alternative fund. They carry different risk/return profiles.
  • CRDT follows a active selection strategy; WDTE uses option income.

Side-by-side comparison

CRDTWDTE
Annual cost (TER)0.99%1.03%
Fund size (AUM)$37M$67M
Since20232023
Dividend yield6.19%31.85%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+0.5%+20.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.02%10.52%
Max drawdown-9.80%-15.84%

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

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