CRDT vs AMUB
Comparison between SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF) and UBS AG London Branch (AMUB, ETF).
CRDT vs AMUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CRDT
$37M
AMUB
$37M
Expense Ratio
CRDT
0.99%
Winner
AMUB
0.80%
Max Drawdown
Winner
CRDT
15.68%
AMUB
79.46%
Sharpe Ratio
CRDT
-0.11
Winner
AMUB
0.82
5Y Beta
Winner
CRDT
0.21
AMUB
0.49
CRDT vs AMUB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CRDT
+3.52%
AMUB
-7.60%
3M
Winner
CRDT
+5.34%
AMUB
-0.84%
6M
CRDT
+4.85%
Winner
AMUB
+12.28%
1Y
CRDT
+3.21%
Winner
AMUB
+11.75%
5Y(CAGR)
CRDT
N/A
AMUB
+10.39%
10Y(CAGR)
CRDT
N/A
AMUB
+2.74%
Max(CAGR)
Winner
CRDT
+4.46%
AMUB
-0.25%
CRDT vs AMUB - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | CRDT | AMUB |
|---|---|---|
| 2026 | +3.41% | +12.57% |
| 2025 | -0.66% | +0.55% |
| 2024 | +5.89% | +15.68% |
| 2023 | +5.16% | +18.77% |
| 2022 | N/A | +18.38% |
| 2021 | N/A | +29.70% |
| 2020 | N/A | -37.22% |
| 2019 | N/A | -3.23% |
| 2018 | N/A | -19.25% |
| 2017 | N/A | -13.07% |
| 2016 | N/A | +22.92% |
| 2015 | N/A | -26.44% |
CRDT vs AMUB Drawdown Comparison
The maximum drawdown for CRDT was -9.80%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for AMUB was -79.46%, occurring on Mar 18, 2020. Recovery took 2626 trading sessions.
The current CRDT drawdown is -1.69%. The current AMUB drawdown is -8.97%.
| Rank | CRDT | AMUB |
|---|---|---|
| #1 | -9.80% Feb 28, 2025 - Mar 20, 2026 | -79.46% Oct 9, 2015 - Mar 23, 2026 |
| #2 | -2.85% Mar 1, 2024 - Jul 29, 2024 | -8.97% May 19, 2026 - Jun 15, 2026 |
| #3 | -2.05% Sep 14, 2023 - Nov 14, 2023 | -5.70% Mar 26, 2026 - Apr 30, 2026 |
| #4 | -1.81% Oct 15, 2024 - Dec 31, 2024 | -2.43% Apr 30, 2026 - May 12, 2026 |
| #5 | -1.69% Sep 19, 2024 - Oct 15, 2024 | -0.63% Mar 24, 2026 - Mar 26, 2026 |
| #6 | -1.52% Aug 8, 2024 - Sep 9, 2024 | N/A |
| #7 | -1.09% Jan 25, 2024 - Feb 28, 2024 | N/A |
| #8 | -0.96% Jan 3, 2025 - Jan 15, 2025 | N/A |
| #9 | -0.86% Dec 1, 2023 - Dec 13, 2023 | N/A |
| #10 | -0.66% Dec 29, 2023 - Jan 9, 2024 | N/A |
| #11 | -0.60% Jan 12, 2024 - Jan 25, 2024 | N/A |
| #12 | -0.55% Dec 14, 2023 - Dec 21, 2023 | N/A |
| #13 | -0.48% Jul 17, 2023 - Jul 31, 2023 | N/A |
| #14 | -0.47% Jan 21, 2025 - Jan 28, 2025 | N/A |
| #15 | -0.41% Nov 21, 2023 - Nov 28, 2023 | N/A |
Correlation
Correlation between CRDT and AMUB is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
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