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VRAI vs CRDT

Virtus Real Asset Income ETF vs Simplify Opportunistic Income ETF

VRAI

Virtus Real Asset Income ETF

Virtus

Annual cost

0.55%

Fund size

$18M

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • VRAI costs 0.44% less per year.
  • VRAI is classified as equity, while CRDT is fixed income — different risk/return profiles.
  • VRAI follows a index tracking strategy; CRDT uses active selection.

Side-by-side comparison

VRAICRDT
Annual cost (TER)0.55%0.99%
Fund size (AUM)$18M$38M
Since20192023
Dividend yield3.19%6.51%
Asset classequityfixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+29.3%+0.8%
CAGR 3Y+11.9%N/A
CAGR 5Y+6.0%N/A
Sharpe 3Y0.59N/A
Volatility 1Y11.93%8.52%
Max drawdown-47.51%-9.80%

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

Similar to VRAI and CRDT