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CRDT vs XRMI

Simplify Opportunistic Income ETF vs Global X S&P 500 Risk Managed Income ETF

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

XRMI

Global X S&P 500 Risk Managed Income ETF

Annual cost

0.60%

Fund size

$50M

Key differences

CRDT is a fixed income ETF, while XRMI is an alternative ETF. CRDT charges 0.99% a year and XRMI 0.60%.

  • CRDT is a fixed income fund, while XRMI is an alternative fund. They carry different risk/return profiles.
  • CRDT follows a active selection strategy; XRMI uses option income.
  • XRMI costs 0.39% less per year.

Side-by-side comparison

CRDTXRMI
Annual cost (TER)0.99%0.60%
Fund size (AUM)$37M$50M
Since20232021
Dividend yield6.19%12.62%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+1.2%+8.8%
CAGR 3YN/A+6.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.46
Volatility 1Y9.07%5.43%
Max drawdown-9.80%-15.36%

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

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