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ISBG vs CRDT

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs Simplify Opportunistic Income ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

Key differences

ISBG is an alternative ETF, while CRDT is a fixed income ETF. ISBG charges 1.14% a year and CRDT 0.99%.

  • ISBG is an alternative fund, while CRDT is a fixed income fund. They carry different risk/return profiles.
  • CRDT costs 0.15% less per year.
  • CRDT is much larger than ISBG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ISBGCRDT
Annual cost (TER)1.14%0.99%
Fund size (AUM)$5M$37M
Since20262023
Dividend yield6.19%
Asset classalternativefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+2.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.20%
Max drawdown-51.76%-9.80%

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

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