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IWMY vs CRDT

Defiance R2000 Target 30 Weekly Distribution ETF vs Simplify Opportunistic Income ETF

IWMY

Defiance R2000 Target 30 Weekly Distribution ETF

Annual cost

1.05%

Fund size

$99M

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

Key differences

IWMY is an alternative ETF, while CRDT is a fixed income ETF. IWMY charges 1.05% a year and CRDT 0.99%.

  • IWMY is an alternative fund, while CRDT is a fixed income fund. They carry different risk/return profiles.
  • IWMY follows a option income strategy; CRDT uses active selection.
  • CRDT costs 0.06% less per year.

Side-by-side comparison

IWMYCRDT
Annual cost (TER)1.05%0.99%
Fund size (AUM)$99M$37M
Since20232023
Dividend yield45.64%6.19%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+20.5%+1.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.15%8.99%
Max drawdown-18.72%-9.80%

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

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