CRDT vs JULB
Comparison between SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF) and APTUS JULY BUFFER ETF (JULB, ETF).
CRDT vs JULB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CRDT
$37M
JULB
$37M
Expense Ratio
CRDT
0.99%
Winner
JULB
0.25%
Max Drawdown
CRDT
15.68%
Winner
JULB
5.24%
Sharpe Ratio
CRDT
-0.07
Winner
JULB
1.31
5Y Beta
Winner
CRDT
0.21
JULB
0.50
CRDT vs JULB - Historical Returns
Returns include dividend reinvestment.
1M
CRDT
+0.59%
Winner
JULB
+1.02%
3M
CRDT
+4.13%
Winner
JULB
+6.98%
6M
CRDT
+4.22%
Winner
JULB
+6.62%
1Y
CRDT
+2.17%
JULB
N/A
Max(CAGR)
CRDT
+4.23%
Winner
JULB
+13.76%
CRDT vs JULB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CRDT | JULB |
|---|---|---|
| 2026 | +2.71% | +6.10% |
| 2025 | -0.66% | +2.56% |
| 2024 | +5.89% | N/A |
| 2023 | +5.16% | N/A |
CRDT vs JULB 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 JULB was -5.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The current CRDT drawdown is -2.36%. The current JULB drawdown is -0.34%.
| Rank | CRDT | JULB |
|---|---|---|
| #1 | -9.80% Feb 28, 2025 - Mar 20, 2026 | -5.24% Jan 28, 2026 - Apr 15, 2026 |
| #2 | -2.85% Mar 1, 2024 - Jul 29, 2024 | -2.28% Oct 28, 2025 - Nov 28, 2025 |
| #3 | -2.05% Sep 14, 2023 - Nov 14, 2023 | -1.47% Jun 4, 2026 - Jun 10, 2026 |
| #4 | -1.81% Oct 15, 2024 - Dec 31, 2024 | -1.31% Jan 12, 2026 - Jan 27, 2026 |
| #5 | -1.69% Sep 19, 2024 - Oct 15, 2024 | -1.19% Dec 11, 2025 - Dec 22, 2025 |
| #6 | -1.52% Aug 8, 2024 - Sep 9, 2024 | -0.58% May 14, 2026 - May 22, 2026 |
| #7 | -1.09% Jan 25, 2024 - Feb 28, 2024 | -0.47% Dec 26, 2025 - Jan 6, 2026 |
| #8 | -0.96% Jan 3, 2025 - Jan 15, 2025 | -0.39% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -0.86% Dec 1, 2023 - Dec 13, 2023 | -0.39% Oct 15, 2025 - Oct 17, 2025 |
| #10 | -0.66% Dec 29, 2023 - Jan 9, 2024 | -0.28% Apr 27, 2026 - Apr 30, 2026 |
| #11 | -0.60% Jan 12, 2024 - Jan 25, 2024 | -0.28% Oct 21, 2025 - Oct 23, 2025 |
| #12 | -0.55% Dec 14, 2023 - Dec 21, 2023 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #13 | -0.48% Jul 17, 2023 - Jul 31, 2023 | -0.20% May 1, 2026 - May 5, 2026 |
| #14 | -0.47% Jan 21, 2025 - Jan 28, 2025 | -0.17% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -0.41% Nov 21, 2023 - Nov 28, 2023 | -0.17% Dec 5, 2025 - Dec 10, 2025 |
Correlation
Correlation between CRDT and JULB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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