CRDT vs. SPY
Compare and contrast key facts about Simplify Opportunistic Income ETF (CRDT) and SPDR S&P 500 ETF (SPY).
CRDT and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRDT or SPY.
Correlation
The correlation between CRDT and SPY is -0.20. 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. SPY - Performance Comparison
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Key characteristics
CRDT:
9.27%
SPY:
20.02%
CRDT:
-1.41%
SPY:
-55.19%
CRDT:
-1.41%
SPY:
-7.65%
Returns By Period
CRDT
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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CRDT vs. SPY - Expense Ratio Comparison
CRDT has a 0.50% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CRDT vs. SPY — Risk-Adjusted Performance Rank
CRDT
SPY
CRDT vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Opportunistic Income ETF (CRDT) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
CRDT's dividend yield for the trailing twelve months is around 7.19%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRDT Simplify Opportunistic Income ETF | 7.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CRDT vs. SPY - Drawdown Comparison
The maximum CRDT drawdown since its inception was -1.41%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CRDT and SPY. For additional features, visit the drawdowns tool.
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Volatility
CRDT vs. SPY - Volatility Comparison
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