Screener
XRLX vs CRDT
FundX Conservative ETF vs Simplify Opportunistic Income ETF
Key differences
Both XRLX and CRDT are fixed income ETFs. XRLX charges 1.20% a year and CRDT 0.99%. The main difference: CRDT costs 0.21% less per year.
- CRDT costs 0.21% less per year.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | CRDT | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.99% |
| Fund size (AUM) | $52M | $37M |
| Since | 2002 | 2023 |
| Dividend yield | 2.57% | 6.19% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.9% | +0.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.38% | 9.02% |
| Max drawdown | -15.34% | -9.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.