CRDT vs. BUCK
Compare and contrast key facts about Simplify Opportunistic Income ETF (CRDT) and Simplify Stable Income ETF (BUCK).
CRDT and BUCK 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. BUCK is an actively managed fund by Simplify. It was launched on Oct 27, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRDT or BUCK.
Key characteristics
| CRDT | BUCK | |
|---|---|---|
| YTD Return | 3.56% | 6.30% |
| 1Y Return | 8.22% | 6.58% |
| Sharpe Ratio | 1.38 | 1.85 |
| Sortino Ratio | 2.07 | 2.69 |
| Omega Ratio | 1.26 | 1.35 |
| Calmar Ratio | 2.71 | 3.28 |
| Martin Ratio | 6.92 | 12.68 |
| Ulcer Index | 1.12% | 0.53% |
| Daily Std Dev | 5.59% | 3.61% |
| Max Drawdown | -2.85% | -2.03% |
| Current Drawdown | -1.41% | 0.00% |
Correlation
The correlation between CRDT and BUCK is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CRDT vs. BUCK - Performance Comparison
In the year-to-date period, CRDT achieves a 3.56% return, which is significantly lower than BUCK's 6.30% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CRDT vs. BUCK - Expense Ratio Comparison
CRDT has a 0.50% expense ratio, which is higher than BUCK's 0.35% expense ratio.
Risk-Adjusted Performance
CRDT vs. BUCK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Opportunistic Income ETF (CRDT) and Simplify Stable Income ETF (BUCK). 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.
Dividends
CRDT vs. BUCK - Dividend Comparison
CRDT's dividend yield for the trailing twelve months is around 7.41%, less than BUCK's 8.67% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
CRDT Simplify Opportunistic Income ETF | 7.41% | 2.58% | 0.00% |
BUCK Simplify Stable Income ETF | 8.67% | 4.84% | 0.59% |
Drawdowns
CRDT vs. BUCK - Drawdown Comparison
The maximum CRDT drawdown since its inception was -2.85%, which is greater than BUCK's maximum drawdown of -2.03%. Use the drawdown chart below to compare losses from any high point for CRDT and BUCK. For additional features, visit the drawdowns tool.
Volatility
CRDT vs. BUCK - Volatility Comparison
Simplify Opportunistic Income ETF (CRDT) has a higher volatility of 2.19% compared to Simplify Stable Income ETF (BUCK) at 1.20%. This indicates that CRDT's price experiences larger fluctuations and is considered to be riskier than BUCK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.