CRDT vs. AGG
Compare and contrast key facts about Simplify Opportunistic Income ETF (CRDT) and iShares Core U.S. Aggregate Bond ETF (AGG).
CRDT and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CRDT is an actively managed fund by Simplify. It was launched on Jun 26, 2023. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRDT or AGG.
Correlation
The correlation between CRDT and AGG is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CRDT vs. AGG - Performance Comparison
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Key characteristics
CRDT:
0.78
AGG:
0.82
CRDT:
1.17
AGG:
1.29
CRDT:
1.16
AGG:
1.15
CRDT:
1.24
AGG:
0.39
CRDT:
4.52
AGG:
2.24
CRDT:
1.19%
AGG:
2.12%
CRDT:
6.66%
AGG:
5.38%
CRDT:
-4.34%
AGG:
-18.43%
CRDT:
-4.34%
AGG:
-7.61%
Returns By Period
In the year-to-date period, CRDT achieves a 0.12% return, which is significantly lower than AGG's 1.46% return.
CRDT
0.12%
-1.20%
1.45%
5.17%
N/A
N/A
AGG
1.46%
-0.25%
1.28%
4.40%
-1.03%
1.39%
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CRDT vs. AGG - Expense Ratio Comparison
CRDT has a 0.50% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
CRDT vs. AGG — Risk-Adjusted Performance Rank
CRDT
AGG
CRDT vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Opportunistic Income ETF (CRDT) and iShares Core U.S. Aggregate Bond ETF (AGG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CRDT vs. AGG - Dividend Comparison
CRDT's dividend yield for the trailing twelve months is around 7.28%, more than AGG's 3.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRDT Simplify Opportunistic Income ETF | 7.28% | 7.29% | 2.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.85% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
CRDT vs. AGG - Drawdown Comparison
The maximum CRDT drawdown since its inception was -4.34%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for CRDT and AGG. For additional features, visit the drawdowns tool.
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Volatility
CRDT vs. AGG - Volatility Comparison
Simplify Opportunistic Income ETF (CRDT) has a higher volatility of 2.46% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.51%. This indicates that CRDT's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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