RJVI vs. CRDT

Last updated Jun 5, 2026

RJVI (RJ Eagle Vertical Income ETF) and CRDT (Simplify Opportunistic Income ETF) are both Multisector Bonds funds. Both are actively managed. At a 0.48 correlation, their price movements are largely independent. RJVI charges 0.51%/yr vs 0.50%/yr for CRDT.

Performance

RJVI vs. CRDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RJ Eagle Vertical Income ETF (RJVI) and Simplify Opportunistic Income ETF (CRDT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RJVI achieves a 2.14% return, which is significantly lower than CRDT's 3.61% return.

RJVI

• 1D: 0.22%
• 1M: 0.79%
• YTD: 2.14%
• 6M: 2.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CRDT

• 1D: 1.01%
• 1M: 2.46%
• YTD: 3.61%
• 6M: 4.78%
• 1Y: 3.19%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RJVI vs. CRDT - Yearly Performance Comparison

	2026 (YTD)	2025
RJVI RJ Eagle Vertical Income ETF	2.14%	0.50%
CRDT Simplify Opportunistic Income ETF	3.61%	0.10%

Correlation

The correlation between RJVI and CRDT is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 3, 2025	0.48

RJVI vs. CRDT - Sectors Allocation Comparison

Sectors	RJVI	CRDT
Healthcare	14.6%	-
Financial Services	13.2%	0.5%
Utilities	12.7%	-
Consumer Defensive	12.3%	-
Energy	11.0%	-
Technology	11.0%	-
Communication Services	9.8%	-
Industrials	9.1%	-
Real Estate	6.2%	7.0%
Basic Materials	-	-
Consumer Cyclical	-	0.5%

Return for Risk

RJVI vs. CRDT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CRDT

CRDT Risk / Return Rank: 15
CRDT Sharpe Ratio Rank: 15
CRDT Sortino Ratio Rank: 14
CRDT Omega Ratio Rank: 15
CRDT Calmar Ratio Rank: 15
CRDT Martin Ratio Rank: 16

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RJVI vs. CRDT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RJ Eagle Vertical Income ETF (RJVI) and Simplify Opportunistic Income ETF (CRDT). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	RJVI	CRDT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.36	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.97	0.64	+0.33

Drawdowns

RJVI vs. CRDT - Drawdown Comparison

The maximum RJVI drawdown since its inception was -3.12%, smaller than the maximum CRDT drawdown of -9.80%. Use the drawdown chart below to compare losses from any high point for RJVI and CRDT.

Drawdown Indicators

	RJVI	CRDT	Difference
Max Drawdown Largest peak-to-trough decline	-3.12%	-9.80%	+6.68%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.18%	—
Current Drawdown Current decline from peak	-1.04%	-1.67%	+0.63%
Average Drawdown Average peak-to-trough decline	-1.02%	-2.31%	+1.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.40%	—

Volatility

Volatility by Period

	RJVI	CRDT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.86%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.70%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.14%	8.83%	-4.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.14%	7.07%	-2.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.14%	7.07%	-2.93%

RJVI vs. CRDT - Expense Ratio Comparison

RJVI has a 0.51% expense ratio, which is higher than CRDT's 0.50% expense ratio.

Dividends

RJVI vs. CRDT - Dividend Comparison

RJVI's dividend yield for the trailing twelve months is around 2.60%, less than CRDT's 6.23% yield.

Position	TTM	2025	2024	2023
CRDT Simplify Opportunistic Income ETF	6.23%	7.04%	7.29%	2.59%
RJVI RJ Eagle Vertical Income ETF	2.60%	0.93%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RJVI and CRDT in my portfolio?

RJVI and CRDT have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RJVI or CRDT?

On fees, CRDT is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, RJVI or CRDT?

CRDT is cheaper with a 0.50% expense ratio, compared with 0.51% for RJVI.

Which ETF pays a higher dividend yield, RJVI or CRDT?

CRDT has the higher dividend yield at 6.23%, compared with 2.60% for RJVI.

What is the main difference between RJVI and CRDT?

They also come from different issuers: Carillon Tower Advisers and Simplify. Their fees differ too: 0.51% for RJVI and 0.50% for CRDT.