Screener
CRDT vs XV
Simplify Opportunistic Income ETF vs Simplify Target 15 Distribution ETF
Key differences
- XV costs 0.24% less per year.
- CRDT is classified as fixed income, while XV is alternative — different risk/return profiles.
- CRDT follows a active selection strategy; XV uses option income.
Side-by-side comparison
| CRDT | XV | |
|---|---|---|
| Annual cost (TER) | 0.99% | 0.75% |
| Fund size (AUM) | $38M | $60M |
| Since | 2023 | 2025 |
| Dividend yield | 6.51% | 13.61% |
| Asset class | fixed income | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +0.8% | +16.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.52% | 9.43% |
| Max drawdown | -9.80% | -5.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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