Screener
XNAV vs CRDT
FundX Aggressive ETF vs Simplify Opportunistic Income ETF
Key differences
XNAV is an alternative ETF, while CRDT is a fixed income ETF. XNAV charges 1.27% a year and CRDT 0.99%.
- XNAV is an alternative fund, while CRDT is a fixed income fund. They carry different risk/return profiles.
- CRDT costs 0.28% less per year.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XNAV | CRDT | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.99% |
| Fund size (AUM) | $34M | $37M |
| Since | 2002 | 2023 |
| Dividend yield | 0.47% | 6.19% |
| Asset class | alternative | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +38.3% | +0.5% |
| CAGR 3Y | +24.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.02 | N/A |
| Volatility 1Y | 17.43% | 9.02% |
| Max drawdown | -24.27% | -9.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.