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XXV vs CRDT

Simplify Ancorato Target 25 Distribution ETF vs Simplify Opportunistic Income ETF

XXV

Simplify Ancorato Target 25 Distribution ETF

Simplify Asset Management

Annual cost

0.85%

Fund size

$52M

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • XXV costs 0.14% less per year.
  • XXV is classified as alternative, while CRDT is fixed income — different risk/return profiles.
  • XXV follows a option income strategy; CRDT uses active selection.

Side-by-side comparison

XXVCRDT
Annual cost (TER)0.85%0.99%
Fund size (AUM)$52M$38M
Since20252023
Dividend yield6.51%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1YN/A+0.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y8.52%
Max drawdown-8.90%-9.80%

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

Similar to XXV and CRDT