AMUB vs CRDT
Comparison between UBS AG London Branch (AMUB, ETF) and SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF).
AMUB vs CRDT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AMUB
$37M
CRDT
$37M
Expense Ratio
Winner
AMUB
0.80%
CRDT
0.99%
Max Drawdown
AMUB
79.46%
Winner
CRDT
15.68%
Sharpe Ratio
Winner
AMUB
0.90
CRDT
-0.07
5Y Beta
AMUB
0.49
Winner
CRDT
0.21
AMUB vs CRDT - Historical Returns
Returns include dividend reinvestment.
1M
AMUB
-3.45%
Winner
CRDT
+0.59%
3M
AMUB
+2.04%
Winner
CRDT
+4.13%
6M
Winner
AMUB
+14.85%
CRDT
+4.22%
1Y
Winner
AMUB
+12.99%
CRDT
+2.17%
5Y(CAGR)
AMUB
+10.96%
CRDT
N/A
10Y(CAGR)
AMUB
+2.96%
CRDT
N/A
Max(CAGR)
AMUB
-0.05%
Winner
CRDT
+4.23%
AMUB vs CRDT - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | AMUB | CRDT |
|---|---|---|
| 2026 | +15.03% | +2.71% |
| 2025 | +0.55% | -0.66% |
| 2024 | +15.68% | +5.89% |
| 2023 | +18.77% | +5.16% |
| 2022 | +18.38% | N/A |
| 2021 | +29.70% | N/A |
| 2020 | -37.22% | N/A |
| 2019 | -3.23% | N/A |
| 2018 | -19.25% | N/A |
| 2017 | -13.07% | N/A |
| 2016 | +22.92% | N/A |
| 2015 | -26.44% | N/A |
AMUB vs CRDT Drawdown Comparison
The maximum drawdown for AMUB was -79.46%, occurring on Mar 18, 2020. Recovery took 2626 trading sessions.
The maximum drawdown for CRDT was -9.80%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current AMUB drawdown is -6.99%. The current CRDT drawdown is -2.36%.
| Rank | AMUB | CRDT |
|---|---|---|
| #1 | -79.46% Oct 9, 2015 - Mar 23, 2026 | -9.80% Feb 28, 2025 - Mar 20, 2026 |
| #2 | -6.99% May 19, 2026 - Jun 12, 2026 | -2.85% Mar 1, 2024 - Jul 29, 2024 |
| #3 | -5.70% Mar 26, 2026 - Apr 30, 2026 | -2.05% Sep 14, 2023 - Nov 14, 2023 |
| #4 | -2.43% Apr 30, 2026 - May 12, 2026 | -1.81% Oct 15, 2024 - Dec 31, 2024 |
| #5 | -0.63% Mar 24, 2026 - Mar 26, 2026 | -1.69% Sep 19, 2024 - Oct 15, 2024 |
| #6 | N/A | -1.52% Aug 8, 2024 - Sep 9, 2024 |
| #7 | N/A | -1.09% Jan 25, 2024 - Feb 28, 2024 |
| #8 | N/A | -0.96% Jan 3, 2025 - Jan 15, 2025 |
| #9 | N/A | -0.86% Dec 1, 2023 - Dec 13, 2023 |
| #10 | N/A | -0.66% Dec 29, 2023 - Jan 9, 2024 |
| #11 | N/A | -0.60% Jan 12, 2024 - Jan 25, 2024 |
| #12 | N/A | -0.55% Dec 14, 2023 - Dec 21, 2023 |
| #13 | N/A | -0.48% Jul 17, 2023 - Jul 31, 2023 |
| #14 | N/A | -0.47% Jan 21, 2025 - Jan 28, 2025 |
| #15 | N/A | -0.41% Nov 21, 2023 - Nov 28, 2023 |
Correlation
Correlation between AMUB and CRDT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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