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CRDT vs XFLX

Simplify Opportunistic Income ETF vs FundX Flexible ETF

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

Key differences

Both CRDT and XFLX are fixed income ETFs. CRDT charges 0.99% a year and XFLX 0.97%. The main difference: XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CRDTXFLX
Annual cost (TER)0.99%0.97%
Fund size (AUM)$37M$50M
Since20232002
Dividend yield6.19%9.67%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+0.5%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.02%3.57%
Max drawdown-9.80%-6.54%

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

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