WMSB vs. CRDT
WMSB (Weitz Multisector Bond ETF) and CRDT (Simplify Opportunistic Income ETF) are both Multisector Bonds funds. Both are actively managed. Their 0.58 correlation means they have sometimes moved together and sometimes differently. WMSB charges 0.65%/yr vs 0.50%/yr for CRDT.
Performance
WMSB vs. CRDT - Performance Comparison
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Returns By Period
In the year-to-date period, WMSB achieves a 1.62% return, which is significantly lower than CRDT's 3.08% return.
WMSB
- 1D
- -0.19%
- 1M
- -0.52%
- 6M
- 0.48%
- YTD
- 1.62%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
CRDT
- 1D
- 0.06%
- 1M
- -0.61%
- 6M
- 1.08%
- YTD
- 3.08%
- 1Y
- 3.36%
- 3Y*
- 4.02%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $97.98K | $92.72K | $131.00K | |
| $4.84K | $566.91K | $206.74K |
WMSB vs. CRDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMSB Weitz Multisector Bond ETF | 1.62% | 1.47% |
CRDT Simplify Opportunistic Income ETF | 3.08% | 1.52% |
Correlation
The correlation between WMSB and CRDT is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | 0.58 |
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Return for Risk
WMSB vs. CRDT — Risk / Return Rank
WMSB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CRDT
WMSB vs. CRDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Multisector Bond ETF (WMSB) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WMSB | CRDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.07 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.47 | — |
| Martin ratioReturn relative to average drawdown | — | 1.57 | — |
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Drawdowns
WMSB vs. CRDT - Drawdown Comparison
The maximum WMSB drawdown since its inception was -1.89%, smaller than the maximum CRDT drawdown of -9.80%. Use the drawdown chart below to compare losses from any high point for WMSB and CRDT.
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Drawdown Indicators
| WMSB | CRDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.89% | -9.80% | +7.91% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.18% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.80% | — |
Current DrawdownCurrent decline from peak | -0.56% | -2.18% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -0.31% | -2.33% | +2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.14% | — |
Volatility
WMSB vs. CRDT - Volatility Comparison
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Volatility by Period
| WMSB | CRDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.20% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.91% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.77% | 9.63% | -6.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.77% | 7.43% | -4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.77% | 7.43% | -4.66% |
WMSB vs. CRDT - Expense Ratio Comparison
WMSB has a 0.65% expense ratio, which is higher than CRDT's 0.50% expense ratio.
Dividends
WMSB vs. CRDT - Dividend Comparison
WMSB's dividend yield for the trailing twelve months is around 3.32%, less than CRDT's 5.97% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CRDT Simplify Opportunistic Income ETF | 5.97% | 7.04% | 7.29% | 2.59% |
WMSB Weitz Multisector Bond ETF | 3.32% | 0.64% | 0.00% | 0.00% |
Frequently Asked Questions
WMSB and CRDT have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
CRDT is cheaper with a 0.50% expense ratio, compared with 0.65% for WMSB.
CRDT has the higher dividend yield at 5.97%, compared with 3.32% for WMSB.
They also come from different issuers: Weitz and Simplify. Their fees differ too: 0.65% for WMSB and 0.50% for CRDT.
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