FTXH vs CRDT

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

FTXH vs CRDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

FTXH

$36M

Winner

CRDT

$36M

Expense Ratio

Winner

FTXH

0.60%

CRDT

0.99%

Max Drawdown

FTXH

32.11%

Winner

CRDT

15.68%

Sharpe Ratio

Winner

FTXH

2.12

CRDT

-0.25

5Y Beta

FTXH

0.53

Winner

CRDT

0.22

P/E Ratio

FTXH

42.19

CRDT

N/A

Forward P/E

FTXH

17.49

CRDT

N/A

5Y Dividends CAGR

FTXH

12.57%

CRDT

N/A

5Y EPS CAGR

FTXH

9.78%

CRDT

N/A

Debt to Equity

FTXH

42.47%

CRDT

N/A

P/S Ratio

FTXH

2.68

CRDT

N/A

P/B Ratio

FTXH

5.21

CRDT

N/A

FTXH vs CRDT - Historical Returns

Returns include dividend reinvestment.

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

Winner

FTXH

+7.18%

CRDT

-0.65%

Winner

FTXH

+14.42%

CRDT

-0.06%

Winner

FTXH

+15.59%

CRDT

-1.20%

Winner

FTXH

+45.40%

CRDT

+0.82%

5Y(CAGR)

FTXH

+9.48%

CRDT

N/A

10Y(CAGR)

FTXH

+8.10%

CRDT

N/A

Max(CAGR)

Winner

FTXH

+8.10%

CRDT

+3.40%

FTXH vs CRDT - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

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

FTXH vs CRDT Drawdown Comparison

The maximum drawdown for FTXH was -32.11%, occurring on Mar 23, 2020. Recovery took 127 trading sessions.

The maximum drawdown for CRDT was -9.80%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

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

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

Correlation

Correlation between FTXH and CRDT 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)

FTXH vs CRDT dividend yield comparison.

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