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CRDT vs YGLD

Simplify Opportunistic Income ETF vs Simplify Gold Strategy PLUS Income ETF

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

YGLD

Simplify Gold Strategy PLUS Income ETF

Annual cost

0.53%

Fund size

$44M

Key differences

CRDT is a fixed income ETF, while YGLD is an alternative ETF. CRDT charges 0.99% a year and YGLD 0.53%.

  • CRDT is a fixed income fund, while YGLD is an alternative fund. They carry different risk/return profiles.
  • CRDT follows a active selection strategy; YGLD uses option income.
  • YGLD costs 0.46% less per year.

Side-by-side comparison

CRDTYGLD
Annual cost (TER)0.99%0.53%
Fund size (AUM)$37M$44M
Since20232024
Dividend yield6.19%16.85%
Asset classfixed incomealternative
Region
Strategyactive selectionoption income
CAGR 1Y+1.2%+20.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.07%40.77%
Max drawdown-9.80%-37.37%

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

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