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FLXR vs CRDT

TCW Flexible Income ETF vs Simplify Opportunistic Income ETF

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.2B

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

Key differences

FLXR is a mixed asset ETF, while CRDT is a fixed income ETF. FLXR charges 0.40% a year and CRDT 0.99%.

  • FLXR is a mixed asset fund, while CRDT is a fixed income fund. They carry different risk/return profiles.
  • FLXR costs 0.59% less per year.
  • FLXR is much larger than CRDT. Larger funds are usually more liquid and less likely to close.
  • FLXR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FLXRCRDT
Annual cost (TER)0.40%0.99%
Fund size (AUM)$3.2B$37M
Since20182023
Dividend yield5.71%6.19%
Asset classmixed assetfixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+5.5%+1.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.28%8.99%
Max drawdown-1.94%-9.80%

Similar to FLXR and CRDT