CRDT vs BSR
Comparison between SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF) and Beacon Selective Risk ETF (BSR, ETF).
CRDT vs BSR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CRDT
$37M
BSR
$37M
Expense Ratio
Winner
CRDT
0.99%
BSR
1.09%
Max Drawdown
Winner
CRDT
15.68%
BSR
15.68%
Sharpe Ratio
CRDT
-0.07
Winner
BSR
0.80
5Y Beta
Winner
CRDT
0.21
BSR
0.42
CRDT vs BSR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CRDT
+0.59%
BSR
+0.56%
3M
Winner
CRDT
+4.13%
BSR
+1.25%
6M
Winner
CRDT
+4.22%
BSR
+3.31%
1Y
CRDT
+2.17%
Winner
BSR
+11.48%
Max(CAGR)
CRDT
+4.23%
Winner
BSR
+7.83%
CRDT vs BSR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CRDT | BSR |
|---|---|---|
| 2026 | +2.71% | +3.01% |
| 2025 | -0.66% | +4.21% |
| 2024 | +5.89% | +13.08% |
| 2023 | +5.16% | +4.57% |
CRDT vs BSR 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 BSR was -15.68%, occurring on May 23, 2025. This drawdown has not yet recovered.
The current CRDT drawdown is -2.36%. The current BSR drawdown is -4.33%.
| Rank | CRDT | BSR |
|---|---|---|
| #1 | -9.80% Feb 28, 2025 - Mar 20, 2026 | -15.68% May 14, 2025 - May 23, 2025 |
| #2 | -2.85% Mar 1, 2024 - Jul 29, 2024 | -11.04% Nov 29, 2024 - May 14, 2025 |
| #3 | -2.05% Sep 14, 2023 - Nov 14, 2023 | -8.64% Jul 31, 2023 - Feb 15, 2024 |
| #4 | -1.81% Oct 15, 2024 - Dec 31, 2024 | -6.04% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -1.69% Sep 19, 2024 - Oct 15, 2024 | -4.95% Mar 28, 2024 - May 15, 2024 |
| #6 | -1.52% Aug 8, 2024 - Sep 9, 2024 | -3.45% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -1.09% Jan 25, 2024 - Feb 28, 2024 | -2.65% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -0.96% Jan 3, 2025 - Jan 15, 2025 | -2.50% May 15, 2024 - Jul 5, 2024 |
| #9 | -0.86% Dec 1, 2023 - Dec 13, 2023 | -2.23% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -0.66% Dec 29, 2023 - Jan 9, 2024 | -1.67% Sep 30, 2024 - Oct 14, 2024 |
| #11 | -0.60% Jan 12, 2024 - Jan 25, 2024 | -1.55% May 18, 2023 - Jun 2, 2023 |
| #12 | -0.55% Dec 14, 2023 - Dec 21, 2023 | -1.32% Jun 30, 2023 - Jul 12, 2023 |
| #13 | -0.48% Jul 17, 2023 - Jul 31, 2023 | -1.24% Jul 19, 2023 - Jul 31, 2023 |
| #14 | -0.47% Jan 21, 2025 - Jan 28, 2025 | -1.17% Apr 28, 2023 - May 18, 2023 |
| #15 | -0.41% Nov 21, 2023 - Nov 28, 2023 | -1.13% Apr 18, 2023 - Apr 28, 2023 |
Correlation
Correlation between CRDT and BSR is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2023 - 2026)
CRDT vs BSR dividend yield comparison.
| Year | CRDT | BSR |
|---|---|---|
| 2026 | 2.26% | 0.00% |
| 2025 | 7.04% | 2.89% |
| 2024 | 7.29% | 0.89% |
| 2023 | 2.59% | 1.08% |
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