Screener
XV vs CRDT
Simplify Target 15 Distribution ETF vs Simplify Opportunistic Income ETF
Key differences
- XV costs 0.24% less per year.
- XV is classified as alternative, while CRDT is fixed income — different risk/return profiles.
- XV follows a option income strategy; CRDT uses active selection.
Side-by-side comparison
| XV | CRDT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.99% |
| Fund size (AUM) | $60M | $38M |
| Since | 2025 | 2023 |
| Dividend yield | 13.61% | 6.51% |
| Asset class | alternative | fixed income |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +16.3% | +0.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.43% | 8.52% |
| Max drawdown | -5.73% | -9.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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