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YEAR vs CRDT

AB Ultra Short Income ETF vs Simplify Opportunistic Income ETF

YEAR

AB Ultra Short Income ETF

AllianceBernstein

Annual cost

0.25%

Fund size

$1.5B

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • YEAR costs 0.74% less per year.
  • YEAR is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

YEARCRDT
Annual cost (TER)0.25%0.99%
Fund size (AUM)$1.5B$38M
Since20222023
Dividend yield4.21%6.51%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+4.0%-0.0%
CAGR 3Y+5.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.27N/A
Volatility 1Y0.77%8.48%
Max drawdown-0.79%-9.80%

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

Similar to YEAR and CRDT