CRDTvsJCPBETF Comparison
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Simplify Opportunistic Income ETF (CRDT) and JPMorgan Core Plus Bond ETF (JCPB) belong to the same industry segment: US Aggregate Bonds. CRDT's top 3 sector exposures are Finance, Sovereign and Healthcare. In contrast, JCPB's top sector exposures are Sovereign, Finance and Industrials. CRDT is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.4% for JCPB. CRDT is up 2.61% year-to-date (YTD) with -$27M in YTD flows. JCPB performs worse with 0.19% YTD performance, and +$5.80B in YTD flows. Run a side-by-side ETF comparison of CRDT and JCPB 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 JCPB 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 JCPB | -2.35%-0.33% | +0.71%-0.51% | +2.61%+0.19% | +2.23%+2.10% | +10.49%+17.36% | n/a+3.71% |
| Flows | CRDT JCPB | -$4M+$792M | -$5M+$2.26B | -$27M+$5.80B | -$54M+$7.57B | -$23M+$13.52B | -+$14.87B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CRDT JCPB | +10.20%+3.76% | +8.75%+3.60% | +6.48%+4.97% | n/a+5.68% |
| Max drawdown | CRDT JCPB | -4.11%-1.63% | -7.13%-2.68% | -9.28%-4.48% | n/a-16.83% |
| Max drawdown duration | CRDT JCPB | 25d67d | 100d187d | 522d198d | n/a1416d |
Trading data
CRDT | JCPB | |
Last sale 9/8/2026 at 1:30 PM | $22.95 | |
| Previous close 09/04/2026 | $23.00 | |
| Consolidated volume 09/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/8/2026 at 1:30 PM
Live
Closed
CRDT | JCPB | |
|---|---|---|
| Last price | $22.95 | – |
| 1D performance | -0.23% | – |
| AuM | $31.13 M | $14.72 B |
| E/R | 0.99% | 0.4% |
Characteristics
CRDT | JCPB | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Simplify | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 21 | 1584 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 27, 2023 | January 28, 2019 |
| ESG | No | No |
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Exposure
Countries
CRDT
USA
72.96%
Other
27.04%
JCPB
USA
43.53%
Other
56.47%
Sectors
CRDT
Finance
54.09%
Sovereign
9.27%
Other
36.63%
JCPB
Sovereign
16.09%
Finance
12.11%
Other
71.8%
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Diversification
CRDT
Total weight of top 15 holdings out of 15
63.49%
JCPB
Total weight of top 15 holdings out of 15
15.31%
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%
JCPB
USA, Notes 3.625% 31aug2029, USD (AC-2029)
2.94%
US01F0506844
1.92%
US01F0526800
1.39%
US01F0226831
1.25%
USA, Notes 4% 15nov2035, USD (F-2035)
1.17%
USA, Notes 4.125% 30nov2029, USD (AG-2029)
1.07%
USA, Bonds 4.5% 15nov2054, USD
0.85%
USA, Bonds 4% 15nov2052, USD
0.81%
USA, Notes 4.25% 15nov2034, USD (F-2034)
0.73%
USA, Notes 0.5% 31aug2027, USD (P-2027)
0.69%
USA, Notes 3.625% 31aug2030, USD (AC-2030)
0.60%
USA, Bonds 4.875% 15aug2045, USD
0.58%
USA, Bonds 4.75% 15nov2053, USD
0.50%
USA, STRIPS 0% 15may2031, USD (8674D)
0.41%
USA, Bonds 4% 15nov2042, USD
0.40%
Frequently asked questions about CRDT and JCPB
How have the CRDT and JCPB ETFs performed in 2026?
As of September 7, 2026, CRDT is up 2.61% year-to-date (YTD), while JCPB has returned 0.19%. That puts CRDT better performer ahead so far this year.
Which ETF is attracting more investor money: CRDT or JCPB?
Year-to-date, the CRDT ETF saw -$27M in flows, compared to +$5.80B for JCPB.
Which ETF is more volatile: CRDT or JCPB?
Over the past year, CRDT had a volatility of 8.75%, while JCPB experienced 3.6%.
Which ETF is bigger: CRDT or JCPB?
As of September 7, 2026, CRDT holds $31.13 M in assets under management (AUM), while JCPB manages $14.72 B.
What sectors do the CRDT and JCPB ETFs invest in?
CRDT leans toward sectors like Finance and Sovereign. Meanwhile, JCPB focuses on Sovereign and Finance.
What are the top holdings of the CRDT ETF and JCPB ETF?
CRDT top holdings include Rithm Capital Corp., USA, Bills 0% 25aug2026, USD (119D) and Dynex Capital, Inc.. JCPB holds in its top three: USA, Notes 3.625% 31aug2029, USD (AC-2029), US01F0506844 and US01F0526800.
Which ETF is more diversified: CRDT or JCPB?
CRDT holds 35 securities with 63.49% of its assets in the top 15. JCPB has 2664 securities and a top 15 weight of 15.31%.
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