CRDT vs FTBD
Comparison between SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF) and FIDELITY TACTICAL BOND ETF (FTBD, ETF).
CRDT vs FTBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CRDT
$37M
Winner
FTBD
$37M
Expense Ratio
CRDT
0.99%
Winner
FTBD
0.55%
Max Drawdown
CRDT
15.68%
Winner
FTBD
9.88%
Sharpe Ratio
CRDT
-0.07
Winner
FTBD
0.64
5Y Beta
CRDT
0.21
Winner
FTBD
0.08
CRDT vs FTBD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CRDT
+0.59%
FTBD
+0.54%
3M
Winner
CRDT
+4.13%
FTBD
+0.97%
6M
Winner
CRDT
+4.22%
FTBD
+1.74%
1Y
CRDT
+2.17%
Winner
FTBD
+5.74%
Max(CAGR)
CRDT
+4.23%
Winner
FTBD
+4.44%
CRDT vs FTBD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CRDT | FTBD |
|---|---|---|
| 2026 | +2.71% | +1.47% |
| 2025 | -0.66% | +8.34% |
| 2024 | +5.89% | +2.34% |
| 2023 | +5.16% | +3.72% |
CRDT vs FTBD 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 FTBD was -6.98%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The current CRDT drawdown is -2.36%. The current FTBD drawdown is -0.87%.
| Rank | CRDT | FTBD |
|---|---|---|
| #1 | -9.80% Feb 28, 2025 - Mar 20, 2026 | -6.98% Feb 2, 2023 - Dec 6, 2023 |
| #2 | -2.85% Mar 1, 2024 - Jul 29, 2024 | -4.94% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -2.05% Sep 14, 2023 - Nov 14, 2023 | -3.80% Dec 27, 2023 - Jun 18, 2024 |
| #4 | -1.81% Oct 15, 2024 - Dec 31, 2024 | -2.98% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -1.69% Sep 19, 2024 - Oct 15, 2024 | -1.52% Jun 18, 2024 - Jul 5, 2024 |
| #6 | -1.52% Aug 8, 2024 - Sep 9, 2024 | -1.21% Jul 1, 2025 - Jul 29, 2025 |
| #7 | -1.09% Jan 25, 2024 - Feb 28, 2024 | -1.18% Oct 28, 2025 - Jan 14, 2026 |
| #8 | -0.96% Jan 3, 2025 - Jan 15, 2025 | -1.09% Aug 2, 2024 - Aug 14, 2024 |
| #9 | -0.86% Dec 1, 2023 - Dec 13, 2023 | -1.07% Jul 17, 2024 - Jul 31, 2024 |
| #10 | -0.66% Dec 29, 2023 - Jan 9, 2024 | -0.83% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -0.60% Jan 12, 2024 - Jan 25, 2024 | -0.75% Aug 13, 2025 - Aug 28, 2025 |
| #12 | -0.55% Dec 14, 2023 - Dec 21, 2023 | -0.61% Dec 7, 2023 - Dec 13, 2023 |
| #13 | -0.48% Jul 17, 2023 - Jul 31, 2023 | -0.57% Aug 21, 2024 - Sep 4, 2024 |
| #14 | -0.47% Jan 21, 2025 - Jan 28, 2025 | -0.52% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -0.41% Nov 21, 2023 - Nov 28, 2023 | -0.45% Aug 14, 2024 - Aug 19, 2024 |
Correlation
Correlation between CRDT and FTBD is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2023 - 2026)
CRDT vs FTBD dividend yield comparison.
| Year | CRDT | FTBD |
|---|---|---|
| 2026 | 2.26% | 1.85% |
| 2025 | 7.04% | 5.04% |
| 2024 | 7.29% | 4.76% |
| 2023 | 2.59% | 4.69% |
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