NVBU vs CRDT
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF (NVBU, ETF) and SIMPLIFY OPPORTUNISTIC INCOME ETF (CRDT, ETF).
NVBU vs CRDT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NVBU
$36M
Winner
CRDT
$36M
Expense Ratio
Winner
NVBU
0.74%
CRDT
0.99%
Max Drawdown
Winner
NVBU
11.97%
CRDT
15.68%
Sharpe Ratio
Winner
NVBU
0.93
CRDT
-0.25
5Y Beta
NVBU
0.62
Winner
CRDT
0.22
NVBU vs CRDT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NVBU
-0.23%
CRDT
-0.65%
3M
Winner
NVBU
+2.70%
CRDT
-0.06%
6M
Winner
NVBU
+4.54%
CRDT
-1.20%
1Y
Winner
NVBU
+12.51%
CRDT
+0.82%
Max(CAGR)
Winner
NVBU
+11.83%
CRDT
+3.40%
NVBU vs CRDT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NVBU | CRDT |
|---|---|---|
| 2026 | +5.22% | +0.70% |
| 2025 | +13.41% | -0.66% |
| 2024 | +1.73% | +5.89% |
| 2023 | N/A | +5.16% |
NVBU vs CRDT Drawdown Comparison
The maximum drawdown for NVBU was -11.97%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for CRDT was -9.80%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current NVBU drawdown is -2.74%. The current CRDT drawdown is -4.27%.
| Rank | NVBU | CRDT |
|---|---|---|
| #1 | -11.97% Feb 19, 2025 - Jun 30, 2025 | -9.80% Feb 28, 2025 - Mar 20, 2026 |
| #2 | -5.38% Jan 28, 2026 - Apr 15, 2026 | -2.85% Mar 1, 2024 - Jul 29, 2024 |
| #3 | -3.70% Dec 6, 2024 - Feb 19, 2025 | -2.05% Sep 14, 2023 - Nov 14, 2023 |
| #4 | -3.59% Oct 28, 2025 - Jan 6, 2026 | -1.81% Oct 15, 2024 - Dec 31, 2024 |
| #5 | -3.53% Jun 2, 2026 - Jun 10, 2026 | -1.69% Sep 19, 2024 - Oct 15, 2024 |
| #6 | -2.93% Oct 8, 2025 - Oct 24, 2025 | -1.52% Aug 8, 2024 - Sep 9, 2024 |
| #7 | -1.97% Jul 25, 2025 - Aug 12, 2025 | -1.09% Jan 25, 2024 - Feb 28, 2024 |
| #8 | -1.80% Jan 12, 2026 - Jan 27, 2026 | -0.96% Jan 3, 2025 - Jan 15, 2025 |
| #9 | -1.75% Sep 19, 2025 - Oct 3, 2025 | -0.86% Dec 1, 2023 - Dec 13, 2023 |
| #10 | -1.74% May 14, 2026 - May 26, 2026 | -0.66% Dec 29, 2023 - Jan 9, 2024 |
| #11 | -1.54% Nov 8, 2024 - Nov 26, 2024 | -0.60% Jan 12, 2024 - Jan 25, 2024 |
| #12 | -1.42% Aug 13, 2025 - Aug 27, 2025 | -0.55% Dec 14, 2023 - Dec 21, 2023 |
| #13 | -1.31% Aug 28, 2025 - Sep 9, 2025 | -0.48% Jul 17, 2023 - Jul 31, 2023 |
| #14 | -0.74% Jul 3, 2025 - Jul 17, 2025 | -0.47% Jan 21, 2025 - Jan 28, 2025 |
| #15 | -0.57% Apr 27, 2026 - Apr 30, 2026 | -0.41% Nov 21, 2023 - Nov 28, 2023 |
Correlation
Correlation between NVBU and CRDT is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.14
-101
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