CRDTvsAGGETF Comparison
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Simplify Opportunistic Income ETF (CRDT) and iShares Core U.S. Aggregate Bond ETF (AGG) belong to the same industry segment: US Aggregate Bonds. CRDT's top 3 sector exposures are Finance, Sovereign and Healthcare. In contrast, AGG's top sector exposures are Sovereign, Finance and Industrials. CRDT is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.03% for AGG. CRDT is up 2.61% year-to-date (YTD) with -$27M in YTD flows. AGG performs worse with -0.32% YTD performance, and +$7.02B in YTD flows. Run a side-by-side ETF comparison of CRDT and AGG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CRDT vs AGG performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/07/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CRDT AGG | -2.35%-0.35% | +0.71%-0.67% | +2.61%-0.32% | +2.23%+1.32% | +10.49%+13.76% | n/a-1.23% |
| Flows | CRDT AGG | -$4M+$1.69B | -$5M+$4.12B | -$27M+$7.02B | -$54M+$11.20B | -$23M+$45.25B | -+$65.11B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CRDT AGG | +10.20%+3.92% | +8.75%+3.67% | +6.48%+5.03% | n/a+5.91% |
| Max drawdown | CRDT AGG | -4.11%-1.72% | -7.13%-2.73% | -9.28%-4.86% | n/a-17.79% |
| Max drawdown duration | CRDT AGG | 25d67d | 100d187d | 522d284d | n/a1625d |
Trading data
CRDT | AGG | |
Last sale 9/8/2026 at 1:30 PM | $22.95 | $96.90 |
| Previous close 09/04/2026 | $23.00 | $97.00 |
| Consolidated volume 09/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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CRDT
is actively managed and doesn’t replicate an indexCRDT | AGG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/8/2026 at 1:30 PM
Live
Closed
CRDT | AGG | |
|---|---|---|
| Last price | $22.95 | $96.90 |
| 1D performance | -0.23% | -0.10% |
| AuM | $31.13 M | $138.24 B |
| E/R | 0.99% | 0.03% |
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Exposure
Countries
CRDT
USA
72.96%
Other
27.04%
AGG
USA
77.45%
Other
22.55%
Sectors
CRDT
Finance
54.09%
Sovereign
9.27%
Other
36.63%
AGG
Sovereign
47.55%
Finance
10.22%
Industrials
7.11%
Other
35.12%
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Diversification
CRDT
Total weight of top 15 holdings out of 15
63.49%
AGG
Total weight of top 15 holdings out of 15
8.32%
Top 15 holdings
Data as of July 31, 2026
CRDT
Rithm Capital Corp.
11.24%
USA, Bills 0% 25aug2026, USD (119D)
6.47%
Dynex Capital, Inc.
4.80%
Annaly Capital Management, Inc.
4.57%
MFA Financial, Inc.
4.32%
Blue Owl Capital, Inc.
3.86%
US73072DAC56
3.78%
AGNC Investment Corp.
3.47%
Chimera Investment Corp.
3.34%
Chimera Investment Corp.
3.13%
US63942LAC63
3.06%
Full House Resorts, Inc.
2.95%
NO0013712125
2.88%
US26251RAE18
2.83%
Arrowhead Pharmaceuticals, 0% 15jan2032, USD (Conv.)
2.81%
AGG
BlackRock Cash Funds - Institutional
2.85%
USA, Notes 4.625% 15feb2035, USD (B-2035)
0.42%
USA, Notes 4% 28feb2030, USD (H-2030)
0.41%
USA, Notes 4.25% 15nov2034, USD (F-2034)
0.41%
USA, Notes 4.375% 15may2034, USD (C-2034)
0.40%
USA, Notes 4.125% 15feb2036, USD (B-2036)
0.40%
USA, Notes 3.875% 15aug2034, USD (E-2034)
0.40%
USA, Notes 4.25% 15aug2035, USD (E-2035)
0.40%
USA, Notes 4.25% 15may2035, USD (C-2035)
0.39%
USA, Notes 4.5% 15nov2033, USD (F-2033)
0.39%
USA, Notes 4% 15feb2034, USD (B-2034)
0.39%
USA, Notes 4% 15nov2035, USD (F-2035)
0.38%
USA, Notes 3.875% 15jul2028, USD (AQ-2028)
0.36%
USA, Notes 3.875% 15jun2028, USD (AP-2028)
0.36%
USA, Notes 3.875% 15aug2033, USD (E-2033)
0.35%
Frequently asked questions about CRDT and AGG
How have the CRDT and AGG ETFs performed in 2026?
As of September 7, 2026, CRDT is up 2.61% year-to-date (YTD), while AGG has lost -0.32%. That puts CRDT better performer ahead so far this year.
Which ETF is attracting more investor money: CRDT or AGG?
Year-to-date, the CRDT ETF saw -$27M in flows, compared to +$7.02B for AGG.
Which ETF is more volatile: CRDT or AGG?
Over the past year, CRDT had a volatility of 8.75%, while AGG experienced 3.67%.
Which ETF is bigger: CRDT or AGG?
As of September 7, 2026, CRDT holds $31.13 M in assets under management (AUM), while AGG manages $138.24 B.
What sectors do the CRDT and AGG ETFs invest in?
CRDT leans toward sectors like Finance and Sovereign. Meanwhile, AGG focuses on Sovereign, Finance and Industrials.
What are the top holdings of the CRDT ETF and AGG ETF?
CRDT top holdings include Rithm Capital Corp., USA, Bills 0% 25aug2026, USD (119D) and Dynex Capital, Inc.. AGG holds in its top three: BlackRock Cash Funds - Institutional, USA, Notes 4.625% 15feb2035, USD (B-2035) and USA, Notes 4% 28feb2030, USD (H-2030).
Which ETF is more diversified: CRDT or AGG?
CRDT holds 35 securities with 63.49% of its assets in the top 15. AGG has 13243 securities and a top 15 weight of 8.32%.
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