Simplify Opportunistic Income ETF
$20.98+0.34 (+1.64%)
- 0.97%
- $27M
- −6.0%
- 6.49%
- 6.64K sh
- low $19.94high $23.98
The ETF.net CRDT Grade
F
Score 13 out of 100
- 115 of 116
Score 13 of 100 falls in the F band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.F0 out of 100Rank 114 of 115Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.F21 out of 100Rank 115 of 116Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.F11 out of 100Rank 111 of 116Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D31 out of 100Rank 101 of 115Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.C40 out of 100Rank 82 of 116
Our read on CRDT
In short
FNot an index bond fund. CRDT roams high yield, investment grade and distressed debt hunting income, run by an alternatives shop that also handles the hedging, and it pays monthly.
Stated mandate
CRDT seeks current income as its primary objective, with long-term capital appreciation as a secondary objective.
Why people hold it
Worth knowing
CRDT Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.
CRDT$9,403
Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | CRDT |
|---|---|
| Year to date | −7.1% |
| 1 month | 0.0% |
| 3 months | −9.7% |
| 1 year | −6.0% |
| 3 years | +0.5% |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | CRDT |
|---|---|---|
| 2026 YTD | −7.1% | |
| 2025 | −0.7% | |
| 2024 | +5.2% | |
| 2023 | +5.2% |
CRDT in the news
CRDT Dividends
- 6.49%
- $1.34
- $0.15 per share
- Monthly
CRDT Risk
- 7.9%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- −0.47
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −15.6%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.50
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
CRDT Cost
Overpaying vs BKAG, cheapest in US Aggregate Bond
$18,198
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CRDT 0.97%
$18,198
BKAG 0.00% Cheapest
$0
Cost over time
Year by year
| Year | CRDT | BKAG | Overpaying |
|---|---|---|---|
| 10 | $1,712 | $0 | $1,712 |
| 20 | $6,443 | $0 | $6,443 |
| 30 | $18,198 | $0 | $18,198 |
Other funds in US Aggregate Bond
- DEDGF3EDGE Dynamic Fixed Income ETFExpense ratio 0.79%1 year return +1.6%
- DFFIUUVA Unconstrained Medium-Term Fixed Income ETFExpense ratio 0.53%1 year return −2.9%
- DABXBAbacus Flexible Bond Leaders ETFExpense ratio 0.62%1 year return −0.5%
- DSJCPSanJac Alpha Core Plus Bond ETFExpense ratio 0.65%1 year return +1.9%
- DTPFITimothy Plan Fixed Income ETFExpense ratio 0.55%1 year return
