Screener
CRDT vs XRLX
Simplify Opportunistic Income ETF vs FundX Conservative ETF
Key differences
Both CRDT and XRLX are fixed income ETFs. CRDT charges 0.99% a year and XRLX 1.20%. The main difference: CRDT costs 0.21% less per year.
- CRDT costs 0.21% less per year.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CRDT | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.99% | 1.20% |
| Fund size (AUM) | $37M | $52M |
| Since | 2023 | 2002 |
| Dividend yield | 6.19% | 2.57% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +0.5% | +15.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.02% | 8.38% |
| Max drawdown | -9.80% | -15.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.