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FOXY vs CRDT

Simplify Currency Strategy ETF vs Simplify Opportunistic Income ETF

FOXY

Simplify Currency Strategy ETF

Annual cost

0.81%

Fund size

$312M

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

Key differences

FOXY is a currency ETF, while CRDT is a fixed income ETF. FOXY charges 0.81% a year and CRDT 0.99%.

  • FOXY is a currency fund, while CRDT is a fixed income fund. They carry different risk/return profiles.
  • FOXY follows a tactical allocation strategy; CRDT uses active selection.
  • FOXY costs 0.18% less per year.
  • FOXY is much larger than CRDT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FOXYCRDT
Annual cost (TER)0.81%0.99%
Fund size (AUM)$312M$37M
Since20252023
Dividend yield8.23%6.19%
Asset classcurrencyfixed income
Region
Strategytactical allocationactive selection
CAGR 1Y+22.4%+1.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%8.99%
Max drawdown-13.09%-9.80%

Similar to FOXY and CRDT