CRDTvsMDIVETF Comparison
VS
ETF 2
MDIV
First Trust Multi-Asset Diversified Income Index Fund ETF
This fund is part of
Multi-Asset: Aggressive
+0%
Simplify Opportunistic Income ETF (CRDT) belongs to the US Aggregate Bonds segment. First Trust Multi-Asset Diversified Income Index Fund ETF (MDIV) is part of the Multi-Asset: Aggressive segment. CRDT's top 3 sector exposures are Finance, Sovereign and Healthcare. In contrast, MDIV's top sector exposures are Finance, Energy and Consumer Non-Cyclicals. CRDT is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.83% for MDIV. CRDT is up 2.61% year-to-date (YTD) with -$27M in YTD flows. MDIV performs better with 14.01% YTD performance, and +$11M in YTD flows. Run a side-by-side ETF comparison of CRDT and MDIV 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 MDIV 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 MDIV | -2.35%+0.21% | +0.71%+3.57% | +2.61%+14.01% | +2.23%+12.76% | +10.49%+39.95% | n/a+41.26% |
| Flows | CRDT MDIV | -$4M+$4M | -$5M+$12M | -$27M+$11M | -$54M-$16M | -$23M-$42M | --$39M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CRDT MDIV | +10.20%+5.50% | +8.75%+6.08% | +6.48%+8.46% | n/a+10.53% |
| Max drawdown | CRDT MDIV | -4.11%-1.74% | -7.13%-3.43% | -9.28%-9.28% | n/a-13.07% |
| Max drawdown duration | CRDT MDIV | 25d11d | 100d118d | 522d263d | n/a313d |
Trading data
CRDT | MDIV | |
Last sale 9/8/2026 at 1:30 PM | $22.95 | $16.75 |
| Previous close 09/04/2026 | $23.00 | $16.76 |
| 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 | MDIV | |
|---|---|---|
| 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 | MDIV | |
|---|---|---|
| Last price | $22.95 | $16.75 |
| 1D performance | -0.23% | -0.06% |
| AuM | $31.13 M | $432.04 M |
| E/R | 0.99% | 0.83% |
Characteristics
CRDT | MDIV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Simplify | First Trust |
| Benchmark | - | NASDAQ US Multi-Asset Diversified Income Index |
| N° of holdings | 21 | 358 |
| Asset class | - | Alternative |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 27, 2023 | August 13, 2012 |
| ESG | No | No |
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Exposure
Countries
CRDT
USA
72.96%
Other
27.04%
MDIV
USA
92.42%
Other
7.58%
Sectors
CRDT
Finance
54.09%
Sovereign
9.27%
Other
36.63%
MDIV
Finance
51.85%
Energy
16.55%
Consumer Non-Cycl.
8.28%
Other
23.33%
Diversification
CRDT
Total weight of top 15 holdings out of 15
63.49%
MDIV
Total weight of top 15 holdings out of 15
19.27%
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%
MDIV
TXO Partners LP
1.64%
AGNC Investment Corp.
1.58%
Annaly Capital Management, Inc.
1.50%
Mach Natural Resources LP
1.46%
MFA Financial, Inc.
1.44%
Icahn Enterprises LP
1.38%
PennyMac Mortgage Investment Trust
1.36%
Rithm Capital Corp.
1.28%
CrossAmerica Partners LP
1.19%
Dorchester Minerals LP
1.14%
Kimbell Royalty Partners LP
1.11%
Alliance Resource Partners LP
1.06%
Conagra Brands, Inc.
1.05%
Black Stone Minerals LP
1.05%
Western Midstream Partners LP
1.03%
Frequently asked questions about CRDT and MDIV
How have the CRDT and MDIV ETFs performed in 2026?
As of September 7, 2026, CRDT is up 2.61% year-to-date (YTD), while MDIV has returned 14.01%. That puts MDIV better performer ahead so far this year.
Which ETF is attracting more investor money: CRDT or MDIV?
Year-to-date, the CRDT ETF saw -$27M in flows, compared to +$11M for MDIV.
Which ETF is more volatile: CRDT or MDIV?
Over the past year, CRDT had a volatility of 8.75%, while MDIV experienced 6.08%.
Which ETF is bigger: CRDT or MDIV?
As of September 7, 2026, CRDT holds $31.13 M in assets under management (AUM), while MDIV manages $432.04 M.
What sectors do the CRDT and MDIV ETFs invest in?
CRDT leans toward sectors like Finance and Sovereign. Meanwhile, MDIV focuses on Finance, Energy and Consumer Non-Cyclicals.
What are the top holdings of the CRDT ETF and MDIV ETF?
CRDT top holdings include Rithm Capital Corp., USA, Bills 0% 25aug2026, USD (119D) and Dynex Capital, Inc.. MDIV holds in its top three: TXO Partners LP, AGNC Investment Corp. and Annaly Capital Management, Inc..
Which ETF is more diversified: CRDT or MDIV?
CRDT holds 35 securities with 63.49% of its assets in the top 15. MDIV has 370 securities and a top 15 weight of 19.27%.
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