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Simplify Opportunistic Income ETF
CRDT performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 21, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +0.68% | +1.23% | +2.02% | +2.07% | +11.92% | |
| Flows | - | -$2M | -$22M | -$42M | +$4M | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Simplify |
| N° of holdings | 38 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | June 27, 2023 |
| ESG | No |
More data and info about CRDT on Trackinsight
Exposure
Data as of June 30, 2026Diversification
Total weight of top 15 holdings out of 38
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +10.65% | +7.93% | +6.08% | |
Max drawdown | -3.42% | -7.13% | -9.28% | |
Max drawdown duration | 17d | 100d | 506d | N/A |
Time to recover | 9d | 49d | N/A | N/A |
What type of ETF is CRDT?
CRDT is a Active ETF that provides exposure to Fixed Income assets. It is managed by Simplify.
What does CRDT invest in?
This ETF provides exposure to Mixed Ratings Aggregate Bonds. It is part of the segment: US Aggregate Bonds.
What is the expense ratio of CRDT?
The total expense ratio (TER) of CRDT is 0.99%, representing the annual fee charged by the fund manager.
When was CRDT launched?
CRDT was launched on June 27, 2023, marking its entry into the ETF market.
Who is the issuer of CRDT?
CRDT is issued by Simplify.
What is the AUM of CRDT?
As of July 21, 2026, CRDT manages $35.84 M, reflecting the total assets held in the fund.
How has CRDT performed recently?
As of July 21, 2026, CRDT delivered a return of 0.68% over the past month (1M performance), 1.23% over the past three months (3M), and 2.02% year-to-date (YTD).
Does CRDT pay dividends?
As of July 21, 2026, CRDT has a trailing 12-month distribution yield of 6.18%.
How many holdings are in CRDT
As of June 30, 2026, CRDT holds 38 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is CRDT?
As of June 30, 2026, CRDT holds 38 securities, with 58.69% of its assets concentrated in its top 15 holdings.
What are the top holdings of CRDT?
As of June 30, 2026, CRDT holds a portfolio of 38 underlyings, with its largest positions including Rithm Capital Corp., MFA Financial, Inc. and Annaly Capital Management, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does CRDT invest in?
As of June 30, 2026, CRDT has its largest geographic exposures in USA.
What sectors or themes does CRDT focus on?
As of June 30, 2026, CRDT is primarily exposed to Finance.
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