CRDT vs FTXH

Comparison between SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF) and FIRST TRUST NASDAQ PHARMACEUTICALS ETF (FTXH, ETF).

CRDT vs FTXH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CRDT(ETF)	FTXH(ETF)
Net Assets	$36M	$36M
Expense Ratio	0.99%	0.60%
Max Drawdown	15.68%	32.11%
Sharpe Ratio	-0.25	2.12
5Y Beta	0.22	0.53
P/E Ratio	N/A	42.19
Forward P/E	N/A	17.49
5Y Dividends CAGR	N/A	12.57%
5Y EPS CAGR	N/A	9.78%
Debt to Equity	N/A	42.47%
P/S Ratio	N/A	2.68
P/B Ratio	N/A	5.21

Net Assets

Winner

CRDT

$36M

FTXH

$36M

Expense Ratio

CRDT

0.99%

Winner

FTXH

0.60%

Max Drawdown

Winner

CRDT

15.68%

FTXH

32.11%

Sharpe Ratio

CRDT

-0.25

Winner

FTXH

2.12

5Y Beta

Winner

CRDT

0.22

FTXH

0.53

P/E Ratio

CRDT

N/A

FTXH

42.19

Forward P/E

CRDT

N/A

FTXH

17.49

5Y Dividends CAGR

CRDT

N/A

FTXH

12.57%

5Y EPS CAGR

CRDT

N/A

FTXH

9.78%

Debt to Equity

CRDT

N/A

FTXH

42.47%

P/S Ratio

CRDT

N/A

FTXH

2.68

P/B Ratio

CRDT

N/A

FTXH

5.21

CRDT vs FTXH - Historical Returns

Returns include dividend reinvestment.

Period	CRDT	FTXH
1 month	-0.65%	+7.18%
3 months	-0.06%	+14.42%
6 months	-1.20%	+15.59%
1 year	+0.82%	+45.40%
5 years(CAGR)	N/A	+9.48%
10 years(CAGR)	N/A	+8.10%
Max(CAGR)	+3.40%	+8.10%

CRDT

-0.65%

Winner

FTXH

+7.18%

CRDT

-0.06%

Winner

FTXH

+14.42%

CRDT

-1.20%

Winner

FTXH

+15.59%

CRDT

+0.82%

Winner

FTXH

+45.40%

5Y(CAGR)

CRDT

N/A

FTXH

+9.48%

10Y(CAGR)

CRDT

N/A

FTXH

+8.10%

Max(CAGR)

CRDT

+3.40%

Winner

FTXH

+8.10%

CRDT vs FTXH - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	CRDT	FTXH
2026	+0.70%	+17.70%
2025	-0.66%	+23.89%
2024	+5.89%	+0.61%
2023	+5.16%	-1.51%
2022	N/A	+2.99%
2021	N/A	+7.38%
2020	N/A	+10.94%
2019	N/A	+22.13%
2018	N/A	-10.71%
2017	N/A	+19.40%
2016	N/A	-10.11%

CRDT vs FTXH 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 FTXH was -32.11%, occurring on Mar 23, 2020. Recovery took 127 trading sessions.

The current CRDT drawdown is -4.27%. The current FTXH drawdown is -1.59%.

Rank	CRDT	FTXH
#1	-9.80% Feb 28, 2025 - Mar 20, 2026	-32.11% Jan 16, 2020 - Jul 20, 2020
#2	-2.85% Mar 1, 2024 - Jul 29, 2024	-23.42% Aug 28, 2018 - Jan 14, 2020
#3	-2.05% Sep 14, 2023 - Nov 14, 2023	-19.51% Aug 30, 2024 - Oct 1, 2025
#4	-1.81% Oct 15, 2024 - Dec 31, 2024	-14.62% Jan 29, 2018 - Aug 7, 2018
#5	-1.69% Sep 19, 2024 - Oct 15, 2024	-14.58% Dec 2, 2022 - Feb 22, 2024
#6	-1.52% Aug 8, 2024 - Sep 9, 2024	-14.29% Apr 8, 2022 - Nov 30, 2022
#7	-1.09% Jan 25, 2024 - Feb 28, 2024	-11.68% Sep 22, 2016 - Jun 20, 2017
#8	-0.96% Jan 3, 2025 - Jan 15, 2025	-10.14% Dec 30, 2021 - Apr 6, 2022
#9	-0.86% Dec 1, 2023 - Dec 13, 2023	-9.41% Jun 26, 2017 - Dec 7, 2017
#10	-0.66% Dec 29, 2023 - Jan 9, 2024	-8.81% Feb 27, 2024 - Jul 16, 2024
#11	-0.60% Jan 12, 2024 - Jan 25, 2024	-7.98% Oct 12, 2020 - Nov 9, 2020
#12	-0.55% Dec 14, 2023 - Dec 21, 2023	-7.87% Feb 8, 2021 - Aug 6, 2021
#13	-0.48% Jul 17, 2023 - Jul 31, 2023	-7.47% Feb 27, 2026 - Jun 9, 2026
#14	-0.47% Jan 21, 2025 - Jan 28, 2025	-7.13% Nov 8, 2021 - Dec 23, 2021
#15	-0.41% Nov 21, 2023 - Nov 28, 2023	-5.77% Aug 31, 2020 - Oct 9, 2020

Correlation

Correlation between CRDT and FTXH is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2016 - 2026)

CRDT vs FTXH dividend yield comparison.

Year	CRDT	FTXH
2026	2.75%	0.38%
2025	7.04%	1.41%
2024	7.29%	1.66%
2023	2.59%	1.55%
2022	0.00%	1.11%
2021	0.00%	1.03%
2020	0.00%	0.82%
2019	0.00%	0.67%
2018	0.00%	0.91%
2017	0.00%	2.18%
2016	0.00%	0.19%