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YYY vs CRDT

Amplify CEF High Income ETF vs Simplify Opportunistic Income ETF

YYY

Amplify CEF High Income ETF

Amplify ETFs

Annual cost

3.23%

Fund size

$712M

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • CRDT costs 2.24% less per year.
  • YYY is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
  • YYY is classified as equity, while CRDT is fixed income — different risk/return profiles.
  • YYY follows a index tracking strategy; CRDT uses active selection.
  • YYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YYYCRDT
Annual cost (TER)3.23%0.99%
Fund size (AUM)$712M$38M
Since20122023
Dividend yield12.48%6.51%
Asset classequityfixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+15.2%-0.0%
CAGR 3Y+13.4%N/A
CAGR 5Y+3.8%N/A
Sharpe 3Y0.93N/A
Volatility 1Y8.53%8.48%
Max drawdown-42.52%-9.80%

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

Similar to YYY and CRDT