ISWN vs CRDT
Comparison between AMPLIFY BLACKSWAN ISWN ETF (ISWN, ETF) and SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF).
ISWN vs CRDT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ISWN
$37M
CRDT
$37M
Expense Ratio
Winner
ISWN
0.49%
CRDT
0.99%
Max Drawdown
ISWN
35.55%
Winner
CRDT
15.68%
Sharpe Ratio
Winner
ISWN
0.75
CRDT
-0.07
5Y Beta
ISWN
0.41
Winner
CRDT
0.21
5Y Dividends CAGR
ISWN
147.84%
CRDT
N/A
ISWN vs CRDT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ISWN
+0.72%
CRDT
+0.59%
3M
ISWN
+3.25%
Winner
CRDT
+4.13%
6M
Winner
ISWN
+5.63%
CRDT
+4.22%
1Y
Winner
ISWN
+11.83%
CRDT
+2.17%
5Y(CAGR)
ISWN
-0.38%
CRDT
N/A
Max(CAGR)
ISWN
+0.19%
Winner
CRDT
+4.23%
ISWN vs CRDT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ISWN | CRDT |
|---|---|---|
| 2026 | +4.31% | +2.71% |
| 2025 | +23.17% | -0.66% |
| 2024 | -2.65% | +5.89% |
| 2023 | +7.26% | +5.16% |
| 2022 | -24.61% | N/A |
| 2021 | +0.45% | N/A |
ISWN vs CRDT Drawdown Comparison
The maximum drawdown for ISWN was -32.36%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The maximum drawdown for CRDT was -9.80%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current ISWN drawdown is -3.69%. The current CRDT drawdown is -2.36%.
| Rank | ISWN | CRDT |
|---|---|---|
| #1 | -32.36% Sep 15, 2021 - Oct 25, 2023 | -9.80% Feb 28, 2025 - Mar 20, 2026 |
| #2 | -4.34% Feb 11, 2021 - Apr 26, 2021 | -2.85% Mar 1, 2024 - Jul 29, 2024 |
| #3 | -3.09% May 7, 2021 - May 25, 2021 | -2.05% Sep 14, 2023 - Nov 14, 2023 |
| #4 | -1.85% Jun 10, 2021 - Jul 28, 2021 | -1.81% Oct 15, 2024 - Dec 31, 2024 |
| #5 | -1.75% Jan 26, 2021 - Feb 11, 2021 | -1.69% Sep 19, 2024 - Oct 15, 2024 |
| #6 | -1.53% Aug 3, 2021 - Sep 2, 2021 | -1.52% Aug 8, 2024 - Sep 9, 2024 |
| #7 | -1.42% Apr 26, 2021 - May 6, 2021 | -1.09% Jan 25, 2024 - Feb 28, 2024 |
| #8 | -0.69% Sep 3, 2021 - Sep 14, 2021 | -0.96% Jan 3, 2025 - Jan 15, 2025 |
| #9 | -0.55% Jun 2, 2021 - Jun 4, 2021 | -0.86% Dec 1, 2023 - Dec 13, 2023 |
| #10 | -0.34% May 25, 2021 - May 28, 2021 | -0.66% Dec 29, 2023 - Jan 9, 2024 |
| #11 | -0.20% Jul 29, 2021 - Aug 2, 2021 | -0.60% Jan 12, 2024 - Jan 25, 2024 |
| #12 | -0.09% Jun 4, 2021 - Jun 8, 2021 | -0.55% Dec 14, 2023 - Dec 21, 2023 |
| #13 | N/A | -0.48% Jul 17, 2023 - Jul 31, 2023 |
| #14 | N/A | -0.47% Jan 21, 2025 - Jan 28, 2025 |
| #15 | N/A | -0.41% Nov 21, 2023 - Nov 28, 2023 |
Correlation
Correlation between ISWN and CRDT is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2021 - 2026)
ISWN vs CRDT dividend yield comparison.
| Year | ISWN | CRDT |
|---|---|---|
| 2026 | 0.73% | 2.26% |
| 2025 | 2.89% | 7.04% |
| 2024 | 3.27% | 7.29% |
| 2023 | 2.91% | 2.59% |
| 2022 | 2.00% | 0.00% |
| 2021 | 0.76% | 0.00% |
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