CRDT vs BBSB
Comparison between SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF) and JPMORGAN BETABUILDERS U.S. TREASURY BOND 1-3 YEAR ETF (BBSB, ETF).
CRDT vs BBSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CRDT
$38M
Winner
BBSB
$38M
Expense Ratio
CRDT
0.99%
Winner
BBSB
0.04%
Max Drawdown
CRDT
15.68%
Winner
BBSB
3.20%
Sharpe Ratio
Winner
CRDT
-0.20
BBSB
-0.43
5Y Beta
CRDT
0.21
Winner
BBSB
-0.02
CRDT vs BBSB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CRDT
+0.72%
BBSB
-0.06%
3M
Winner
CRDT
+2.18%
BBSB
-0.09%
6M
Winner
CRDT
+3.00%
BBSB
+0.73%
1Y
CRDT
+1.35%
Winner
BBSB
+3.21%
Max(CAGR)
Winner
CRDT
+3.90%
BBSB
+3.84%
CRDT vs BBSB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CRDT | BBSB |
|---|---|---|
| 2026 | +1.68% | +0.36% |
| 2025 | -0.66% | +5.10% |
| 2024 | +5.89% | +4.09% |
| 2023 | +5.16% | +2.56% |
CRDT vs BBSB 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 BBSB was -1.57%, occurring on Jul 6, 2023. Recovery took 127 trading sessions.
The current CRDT drawdown is -3.34%. The current BBSB drawdown is -0.37%.
| Rank | CRDT | BBSB |
|---|---|---|
| #1 | -9.80% Feb 28, 2025 - Mar 20, 2026 | -1.57% May 4, 2023 - Nov 3, 2023 |
| #2 | -2.85% Mar 1, 2024 - Jul 29, 2024 | -0.96% Sep 24, 2024 - Jan 24, 2025 |
| #3 | -2.05% Sep 14, 2023 - Nov 14, 2023 | -0.86% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -1.81% Oct 15, 2024 - Dec 31, 2024 | -0.74% Feb 1, 2024 - May 15, 2024 |
| #5 | -1.69% Sep 19, 2024 - Oct 15, 2024 | -0.68% Apr 30, 2025 - Jun 23, 2025 |
| #6 | -1.52% Aug 8, 2024 - Sep 9, 2024 | -0.47% Apr 4, 2025 - Apr 25, 2025 |
| #7 | -1.09% Jan 25, 2024 - Feb 28, 2024 | -0.43% Apr 25, 2023 - May 3, 2023 |
| #8 | -0.96% Jan 3, 2025 - Jan 15, 2025 | -0.37% Jan 12, 2024 - Feb 1, 2024 |
| #9 | -0.86% Dec 1, 2023 - Dec 13, 2023 | -0.29% May 15, 2024 - Jun 3, 2024 |
| #10 | -0.66% Dec 29, 2023 - Jan 9, 2024 | -0.28% Nov 3, 2023 - Nov 14, 2023 |
| #11 | -0.60% Jan 12, 2024 - Jan 25, 2024 | -0.27% Aug 5, 2024 - Aug 21, 2024 |
| #12 | -0.55% Dec 14, 2023 - Dec 21, 2023 | -0.25% Jun 6, 2024 - Jun 12, 2024 |
| #13 | -0.48% Jul 17, 2023 - Jul 31, 2023 | -0.23% Feb 5, 2025 - Feb 19, 2025 |
| #14 | -0.47% Jan 21, 2025 - Jan 28, 2025 | -0.22% Jun 30, 2025 - Jul 21, 2025 |
| #15 | -0.41% Nov 21, 2023 - Nov 28, 2023 | -0.22% Dec 7, 2023 - Dec 13, 2023 |
Correlation
Correlation between CRDT and BBSB is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2023 - 2026)
CRDT vs BBSB dividend yield comparison.
| Year | CRDT | BBSB |
|---|---|---|
| 2026 | 2.28% | 1.50% |
| 2025 | 7.04% | 3.69% |
| 2024 | 7.29% | 4.84% |
| 2023 | 2.59% | 3.50% |
Select Stocks to Compare
Popular: CRDT vs SPYBBSB vs SPY
More Comparisons
Compare with similar stocks