CRDT vs ITDH
Comparison between SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF) and ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF).
CRDT vs ITDH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CRDT
$36M
ITDH
$36M
Expense Ratio
CRDT
0.99%
Winner
ITDH
0.12%
Max Drawdown
Winner
CRDT
15.68%
ITDH
16.44%
Sharpe Ratio
CRDT
-0.25
Winner
ITDH
1.15
5Y Beta
Winner
CRDT
0.22
ITDH
0.90
CRDT vs ITDH - Historical Returns
Returns include dividend reinvestment.
1M
CRDT
-0.65%
Winner
ITDH
-0.15%
3M
CRDT
-0.06%
Winner
ITDH
+3.88%
6M
CRDT
-1.20%
Winner
ITDH
+6.91%
1Y
CRDT
+0.82%
Winner
ITDH
+19.04%
Max(CAGR)
CRDT
+3.40%
Winner
ITDH
+22.93%
CRDT vs ITDH - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CRDT | ITDH |
|---|---|---|
| 2026 | +0.70% | +9.33% |
| 2025 | -0.66% | +21.94% |
| 2024 | +5.89% | +17.59% |
| 2023 | +5.16% | +12.83% |
CRDT vs ITDH 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 ITDH was -16.25%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current CRDT drawdown is -4.27%. The current ITDH drawdown is -2.59%.
| Rank | CRDT | ITDH |
|---|---|---|
| #1 | -9.80% Feb 28, 2025 - Mar 20, 2026 | -16.25% Feb 18, 2025 - May 19, 2025 |
| #2 | -2.85% Mar 1, 2024 - Jul 29, 2024 | -9.64% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -2.05% Sep 14, 2023 - Nov 14, 2023 | -8.19% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -1.81% Oct 15, 2024 - Dec 31, 2024 | -5.16% Mar 28, 2024 - May 14, 2024 |
| #5 | -1.69% Sep 19, 2024 - Oct 15, 2024 | -4.93% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -1.52% Aug 8, 2024 - Sep 9, 2024 | -4.88% Dec 6, 2024 - Feb 6, 2025 |
| #7 | -1.09% Jan 25, 2024 - Feb 28, 2024 | -4.42% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.96% Jan 3, 2025 - Jan 15, 2025 | -4.03% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.86% Dec 1, 2023 - Dec 13, 2023 | -3.23% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -0.66% Dec 29, 2023 - Jan 9, 2024 | -3.10% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.60% Jan 12, 2024 - Jan 25, 2024 | -2.82% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -0.55% Dec 14, 2023 - Dec 21, 2023 | -2.80% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.48% Jul 17, 2023 - Jul 31, 2023 | -2.45% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -0.47% Jan 21, 2025 - Jan 28, 2025 | -2.44% Nov 7, 2024 - Nov 29, 2024 |
| #15 | -0.41% Nov 21, 2023 - Nov 28, 2023 | -2.37% Dec 28, 2023 - Jan 24, 2024 |
Correlation
Correlation between CRDT and ITDH is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2023 - 2026)
CRDT vs ITDH dividend yield comparison.
| Year | CRDT | ITDH |
|---|---|---|
| 2026 | 2.75% | 0.00% |
| 2025 | 7.04% | 1.60% |
| 2024 | 7.29% | 1.66% |
| 2023 | 2.59% | 0.84% |
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