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MDIVvsCRDTETF Comparison

ETF 1

MDIV

First Trust Multi-Asset Diversified Income Index Fund ETF

This fund is part of

Multi-Asset: Aggressive

+0.25%

Full MDIV fund page

VS

ETF 2

CRDT

Simplify Opportunistic Income ETF

This fund is part of

US Aggregate Bonds

-0.14%

Full CRDT fund page

First Trust Multi-Asset Diversified Income Index Fund ETF (MDIV) belongs to the Multi-Asset: Aggressive segment. Simplify Opportunistic Income ETF (CRDT) is part of the US Aggregate Bonds segment. MDIV's top 3 sector exposures are Finance, Energy and Consumer Non-Cyclicals. In contrast, CRDT's top sector exposures are Finance, Technology and Sovereign. MDIV is less expensive with a Total Expense Ratio (TER) of 0.83%, versus 0.99% for CRDT. MDIV is up 11.07% year-to-date (YTD) with +$12M in YTD flows. CRDT performs worse with -7.57% YTD performance, and -$28M in YTD flows. Run a side-by-side ETF comparison of MDIV and CRDT 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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MDIV vs CRDT performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	MDIV CRDT	+1.65%-1.49%	-2.04%-10.02%	+11.07%-7.57%	+11.40%-6.58%	+41.82%+1.87%	+35.75%n/a
Flows	MDIV CRDT	+$2M-$1M	+$5M-$6M	+$12M-$28M	-$15M-$43M	-$30M-$25M	-$27M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	MDIV CRDT	+5.94%+14.20%	+6.20%+10.72%	+8.34%+7.38%	+10.54%n/a
Max drawdown	MDIV CRDT	-5.72%-15.18%	-5.72%-15.18%	-9.28%-15.18%	-13.07%n/a
Max drawdown duration	MDIV CRDT	64d76d	64d76d	263d76d	313dn/a

Trading data

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	MDIV	CRDT
Last sale 10/28/2026 at 1:30 PM	$16.06	$20.59
Previous close 10/28/2026	$16.12	$20.59
Consolidated volume 10/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of September 30, 2026

1-year trailing difference

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CRDT

is actively managed and doesn’t replicate an index

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	MDIV	CRDT
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/28/2026 at 1:30 PM

Live

Closed

	MDIV	CRDT
Last price	$16.06	$20.59
1D performance	-0.37%	+0.01%
AuM	$417.01 M	$26.68 M
E/R	0.83%	0.99%

Characteristics

	MDIV	CRDT
Management strategy	Passive	Active
Provider	First Trust	Simplify
Benchmark	NASDAQ US Multi-Asset Diversified Income Index	-
N° of holdings	112	22
Asset class	Alternative	-
Trailing 12m distribution yield	Join	Join
Inception date	August 13, 2012	June 27, 2023
ESG	No	No

More MDIV data on Trackinsight

More CRDT data on Trackinsight

Exposure

Countries

MDIV

USA

78.79%

Other

21.21%

CRDT

USA

69.42%

Other

30.58%

Sectors

MDIV

Finance

48.57%

Energy

16.99%

Other

34.44%

CRDT

Finance

48.38%

Other

51.62%

Diversification

MDIV

Total weight of top 15 holdings out of 15

38.16%

CRDT

Total weight of top 15 holdings out of 15

59.31%

Top 15 holdings

Data as of August 31, 2026

MDIV

US33738D4088

19.53%

TXO Partners LP

1.81%

AGNC Investment Corp.

1.57%

Mach Natural Resources LP

1.50%

Annaly Capital Management, Inc.

1.49%

Icahn Enterprises LP

1.45%

MFA Financial, Inc.

1.43%

PennyMac Mortgage Investment Trust

1.37%

Rithm Capital Corp.

1.28%

Dorchester Minerals LP

1.19%

CrossAmerica Partners LP

1.18%

Kimbell Royalty Partners LP

1.12%

Alliance Resource Partners LP

1.10%

Black Stone Minerals LP

1.08%

Western Midstream Partners LP

1.06%

CRDT

Rithm Capital Corp.

9.78%

Dynex Capital, Inc.

4.52%

Annaly Capital Management, Inc.

4.24%

US73072DAC56

4.00%

MFA Financial, Inc.

3.96%

Chimera Investment Corp.

3.87%

Chimera Investment Corp.

3.69%

US63942LAC63

3.33%

Full House Resorts, Inc.

3.33%

NO0013712125

3.22%

US26251RAE18

3.18%

USA, Bills 0% 22sep2026, USD (119D)

3.15%

NGL Energy Partners LP

3.12%

US04040DAC92

2.98%

AGNC Investment Corp.

2.97%

Frequently asked questions about MDIV and CRDT

How have the MDIV and CRDT ETFs performed in 2026?

As of October 27, 2026, MDIV is up 11.07% year-to-date (YTD), while CRDT has lost -7.57%. That puts MDIV better performer ahead so far this year.

Which ETF is attracting more investor money: MDIV or CRDT?

Year-to-date, the MDIV ETF saw +$12M in flows, compared to -$28M for CRDT.

Which ETF is more volatile: MDIV or CRDT?

Over the past year, MDIV had a volatility of 6.2%, while CRDT experienced 10.72%.

Which ETF is bigger: MDIV or CRDT?

As of October 27, 2026, MDIV holds $417.01 M in assets under management (AUM), while CRDT manages $26.68 M.

What sectors do the MDIV and CRDT ETFs invest in?

MDIV leans toward sectors like Finance and Energy. Meanwhile, CRDT focuses on Finance.

What are the top holdings of the MDIV ETF and CRDT ETF?

MDIV top holdings include US33738D4088, TXO Partners LP and AGNC Investment Corp.. CRDT holds in its top three: Rithm Capital Corp., Dynex Capital, Inc. and Annaly Capital Management, Inc..

Which ETF is more diversified: MDIV or CRDT?

MDIV holds 123 securities with 38.16% of its assets in the top 15. CRDT has 34 securities and a top 15 weight of 59.31%.

Multi-Asset Class ETFs – minimize the stress of asset allocation

June 10, 2022

MDIV

MDIVvsCRDTETF Comparison

First Trust Multi-Asset Diversified Income Index Fund ETF

Simplify Opportunistic Income ETF

MDIV vs CRDT performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the MDIV and CRDT ETFs performed in 2026?

As of October 27, 2026, MDIV is up 11.07% year-to-date (YTD), while CRDT has lost -7.57%. That puts MDIV better performer ahead so far this year.

Which ETF is attracting more investor money: MDIV or CRDT?

Year-to-date, the MDIV ETF saw +$12M in flows, compared to -$28M for CRDT.

Which ETF is more volatile: MDIV or CRDT?

Over the past year, MDIV had a volatility of 6.2%, while CRDT experienced 10.72%.

Which ETF is bigger: MDIV or CRDT?

As of October 27, 2026, MDIV holds $417.01 M in assets under management (AUM), while CRDT manages $26.68 M.

What sectors do the MDIV and CRDT ETFs invest in?

MDIV leans toward sectors like Finance and Energy. Meanwhile, CRDT focuses on Finance.

What are the top holdings of the MDIV ETF and CRDT ETF?

MDIV top holdings include US33738D4088, TXO Partners LP and AGNC Investment Corp.. CRDT holds in its top three: Rithm Capital Corp., Dynex Capital, Inc. and Annaly Capital Management, Inc..

Which ETF is more diversified: MDIV or CRDT?

MDIV holds 123 securities with 38.16% of its assets in the top 15. CRDT has 34 securities and a top 15 weight of 59.31%.

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