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CRDT vs YEAR

Simplify Opportunistic Income ETF vs AB Ultra Short Income ETF

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

YEAR

AB Ultra Short Income ETF

AllianceBernstein

Annual cost

0.25%

Fund size

$1.5B

Key differences

  • YEAR costs 0.74% less per year.
  • YEAR is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CRDTYEAR
Annual cost (TER)0.99%0.25%
Fund size (AUM)$38M$1.5B
Since20232022
Dividend yield6.51%4.21%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y-0.0%+4.0%
CAGR 3YN/A+5.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.27
Volatility 1Y8.48%0.77%
Max drawdown-9.80%-0.79%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CRDT and YEAR