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SDFI vs CRDT

AB Short Duration Income ETF vs Simplify Opportunistic Income ETF

SDFI

AB Short Duration Income ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$173M

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • SDFI costs 0.69% less per year.
  • SDFI is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
  • SDFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDFICRDT
Annual cost (TER)0.30%0.99%
Fund size (AUM)$173M$38M
Since20182023
Dividend yield4.67%6.51%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+4.8%-0.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.09%8.48%
Max drawdown-1.21%-9.80%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SDFI and CRDT