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XFLX vs CRDT

FundX Flexible ETF vs Simplify Opportunistic Income ETF

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

Key differences

Both XFLX and CRDT are fixed income ETFs. XFLX charges 0.97% a year and CRDT 0.99%. The main difference: XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XFLXCRDT
Annual cost (TER)0.97%0.99%
Fund size (AUM)$50M$37M
Since20022023
Dividend yield9.67%6.19%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+4.5%+0.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.57%9.02%
Max drawdown-6.54%-9.80%

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

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