CRDT vs GUMI
Comparison between SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF) and GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF (GUMI, ETF).
CRDT vs GUMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CRDT
$38M
Winner
GUMI
$38M
Expense Ratio
CRDT
0.99%
Winner
GUMI
0.16%
Max Drawdown
CRDT
15.68%
Winner
GUMI
0.63%
Sharpe Ratio
Winner
CRDT
-0.20
GUMI
-0.45
5Y Beta
CRDT
0.21
Winner
GUMI
-0.00
CRDT vs GUMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CRDT
+0.72%
GUMI
+0.26%
3M
Winner
CRDT
+2.18%
GUMI
+0.64%
6M
Winner
CRDT
+3.00%
GUMI
+1.37%
1Y
CRDT
+1.35%
Winner
GUMI
+3.11%
Max(CAGR)
Winner
CRDT
+3.90%
GUMI
+3.25%
CRDT vs GUMI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CRDT | GUMI |
|---|---|---|
| 2026 | +1.68% | +1.11% |
| 2025 | -0.66% | +3.37% |
| 2024 | +5.89% | +1.52% |
| 2023 | +5.16% | N/A |
CRDT vs GUMI 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 GUMI was -0.48%, occurring on Apr 11, 2025. Recovery took 23 trading sessions.
The current CRDT drawdown is -3.34%.
| Rank | CRDT | GUMI |
|---|---|---|
| #1 | -9.80% Feb 28, 2025 - Mar 20, 2026 | -0.48% Apr 7, 2025 - May 9, 2025 |
| #2 | -2.85% Mar 1, 2024 - Jul 29, 2024 | -0.36% Nov 18, 2025 - Dec 1, 2025 |
| #3 | -2.05% Sep 14, 2023 - Nov 14, 2023 | -0.27% Sep 29, 2025 - Oct 7, 2025 |
| #4 | -1.81% Oct 15, 2024 - Dec 31, 2024 | -0.25% Oct 7, 2025 - Nov 10, 2025 |
| #5 | -1.69% Sep 19, 2024 - Oct 15, 2024 | -0.22% Sep 12, 2025 - Sep 29, 2025 |
| #6 | -1.52% Aug 8, 2024 - Sep 9, 2024 | -0.18% Jul 21, 2025 - Aug 1, 2025 |
| #7 | -1.09% Jan 25, 2024 - Feb 28, 2024 | -0.16% Oct 11, 2024 - Nov 4, 2024 |
| #8 | -0.96% Jan 3, 2025 - Jan 15, 2025 | -0.16% Jun 12, 2025 - Jun 26, 2025 |
| #9 | -0.86% Dec 1, 2023 - Dec 13, 2023 | -0.15% Aug 14, 2025 - Aug 19, 2025 |
| #10 | -0.66% Dec 29, 2023 - Jan 9, 2024 | -0.13% Nov 12, 2024 - Nov 21, 2024 |
| #11 | -0.60% Jan 12, 2024 - Jan 25, 2024 | -0.12% Dec 11, 2025 - Dec 17, 2025 |
| #12 | -0.55% Dec 14, 2023 - Dec 21, 2023 | -0.12% Mar 20, 2025 - Apr 1, 2025 |
| #13 | -0.48% Jul 17, 2023 - Jul 31, 2023 | -0.12% Jul 16, 2025 - Jul 21, 2025 |
| #14 | -0.47% Jan 21, 2025 - Jan 28, 2025 | -0.12% Aug 22, 2025 - Aug 27, 2025 |
| #15 | -0.41% Nov 21, 2023 - Nov 28, 2023 | -0.11% May 20, 2026 - Jun 1, 2026 |
Correlation
Correlation between CRDT and GUMI is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.
0.10
-101
Dividend Comparison (2023 - 2026)
CRDT vs GUMI dividend yield comparison.
| Year | CRDT | GUMI |
|---|---|---|
| 2026 | 2.28% | 1.09% |
| 2025 | 7.04% | 2.95% |
| 2024 | 7.29% | 1.37% |
| 2023 | 2.59% | 0.00% |
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