SimplifyIncomeDividend Stocks#437 of 469 by YTD

Simplify Opportunistic Income ETFCRDT

S&P 500 Bucket avg Compare

$20.80+0.4%

+$0.09 · Nov 9 close

Buy

AUM: $26M
Fee: 0.97%
Yield: 6.4%

Bumpy · 1Y: 0.8×S&P
Volume: 790
NAV: $20.66

52-week range13% below the high

$19.94$23.98

Returns	Today	1W	1M	3M	YTD	1Y	3Y	5Y	Max
Total return	+0.4%	0.0%	+3.0%	−11.0%	−6.4%	−5.5%	+1.4%	—	+2.8%
Peer average	+1.6%	+0.4%	+0.5%	−1.5%	+10.1%	+13.5%	+56.3%	+50.2%	—
S&P 500 · VOO	+2.3%	+0.1%	−3.3%	−2.1%	+11.3%	+13.6%	+81.6%	+75.4%	—

CRDT in One Breath

CRDT Among Dividend Stocks ETFs

YTD

#1AMDYYieldMax+97.9%$388M

#2USOYDefiance+56.2%$74.7M

#3DIVBiShares+35.9%$2.3B

#4SCHDSchwab+33.2%$120B

#5EASYLiberty One+30.1%$68.6M

#6HDViShares+28.8%$16.2B

#7XUDVFranklin Templeton+28.2%$78.1M

#8PEYInvesco+27.5%$1.2B

#315CRDTSimplify−6.4%$25.8M

End-of-day Nov 9, 2026 · 324 Dividend stocks ETFs by YTD

$10,000 in CRDT

$10,000 in CRDT became

$10,282

In the S&P 500 (VOO)

$18,001

Total return, dividends in · Jun 27, 2023 – Nov 9, 2026 · S&P 500 uses VOO

CRDT Returns by Period

Today

YTD

MAX

CRDT

+0.4%

+3.0%

−11.0%

−6.4%

−5.5%

+1.4%

—

+2.8%

Peer average

+1.6%

+0.5%

−1.5%

+10.1%

+13.5%

+56.3%

+50.2%

—

S&P 500 · VOO

+2.3%

−3.3%

−2.1%

+11.3%

+13.6%

+81.6%

+75.4%

—

End-of-day Nov 9, 2026 · total return, dividends in · peers = 403 Dividend stocks ETFs

CRDT’s Income Rank

YTD

#437of 469
income ETFs

Best · MRNY+562.0%

Average+9.0%

CRDT−6.4%

Worst · XRPM−60.5%

Income ETFs by YTD return · Nov 9, 2026

CRDT Price and 52-Week Range

From the 52-week high

−13.3%

From the 52-week low

+4.3%

Today $20.69 – $20.81

Previous close $20.71

$20.80 now

52-week low$19.9452-week high$23.98

End-of-day Nov 9, 2026 · box = today’s range, dashed = previous close

CRDT’s Share of Dividend Stocks ETFs

Today

0.0%

of the $848B in 404 Dividend stocks ETFs

CRDT$25.8M0.0%

SCHD$120B14.1%

VIG$109B12.9%

401 others$619B73.0%

Dividend stocks ETF AUM · Nov 9, 2026

CRDT Fee per $100 vs Peers

Today

$0.97a year
per $100

$97 a year on $10,000

VIG$0.04

VYM$0.04

SCHD$0.06

DGRO$0.08

CGDV$0.33

CRDT$0.97

Expense ratio · Dividend stocks peers · Nov 9, 2026

Inside CRDT

88 holdings

CRDT

Simplify Opportunistic Income ETF

Today

CRDT reports no holdings we can show: […]

Simplify CRDT · holdings

How It Compares

CRDT

Simplify Opportunistic Income ETF’s Peers

YTD


SCHD	SchwabRead Desk	0.06%	+33.2%	+39.1%	$119.9B
VIG	VanguardRead Desk	0.04%	+14.8%	+17.6%	$109.1B
VYM	VanguardRead Desk	0.04%	+15.4%	+19.5%	$78.9B
DGRO	iSharesRead Desk	0.08%	+18.8%	+22.9%	$44.7B
CGDV	Capital GroupRead Desk	0.33%	+12.1%	+16.1%	$37.8B
CRDT	SimplifyThis fundRead Desk	0.97%	−6.4%	−5.5%	$26M

Dividend stocks peers · YTD and past-year returns · as of Nov 10, 2026 · sorted by AUM

Head to Head

Put CRDT head to head with SCHD →

SCHD vs CRDT

YTD

SCHDSchwab · Dividend stocksCRDTSimplify · Dividend stocks

Year to date

+33.2%

−6.4%

SCHD wins+39.6 pts

Past year

+39.1%

−5.5%

SCHD wins+44.6 pts

Fee

0.06%

0.97%

SCHD winslower fee

Yield

3.0%

6.4%

CRDT wins+3.5 pts

AUM

$120B

$25.8M

SCHD4641.3× more

3–1SCHD wins

Schwab SCHD and Simplify CRDT · year-to-date · as of Nov 10, 2026 · AUM not scored

CRDT vs VOO

YTD

CRDT · Simplify Opportunistic Income

−6.4%

VOO · S&P 500

+11.3%

Gap

17.7 pts

Simplify CRDT and Vanguard VOO · YTD total return · as of Nov 10, 2026

CRDT vs Its Peer Average

YTD

CRDTAvsBPeer average

1D+0.4%+1.6%

1M+3.0%+0.5%

3M−11.0%−1.5%

YTD−6.4%+10.1%

1Y−5.5%+13.5%

3Y+1.4%+56.3%

5Y[…]+50.2%

1–5Peer average wins

403 Dividend stocks peers · each row scaled to its leader

How Bumpy Is CRDT?

View

CRDT

How Bumpy

0.8×the S&P 500’s swings

CalmerBumpierS&P 1×CRDT

Calm rank among 7 dividend stocks funds#4

Other dividend stocks funds0.8× to 1.1×

Simplify CRDT · daily swings over the past year vs the S&P 500

CRDT

Worst Drop

−15.6%from its Aug 13 high

Still below the high−11.9%

$10,000 at the high is now$8,810

Simplify CRDT · fall from the highest close, past year

CRDT

On a Bad Day

0.5×the S&P 500’s fall

CRDT’s worst day: Friday, Mar 20

CRDT

−2.9%

S&P 500

−1.4%

Up days48 of every 100

S&P 500 up days52 of every 100

Simplify CRDT · average move on days the S&P 500 fell

CRDT

Return for the Bumps

1Y#7 of 7 dividend stocks funds

#1SCHDSchwab

most for the bumps

#2DGROiShares

calmest ride

#3VYMVanguard

#4VIGVanguard

#5RDVYFirst Trust

#6CGDVCapital Group

#7CRDTSimplify

lost money

Ranked by return above cash for each unit of bumpiness (Sharpe ratio) · cash = 3.8%

CRDT

Cost

Today

$97a year per $10,000

VIG

VYM

SCHD

DGRO

CGDV

$33

RDVY

$47

CRDT

$97

Expense ratio 0.97%, taken from the fund’s value

CRDT

Volatility & Beta

11.3%annual volatility

S&P 500 volatility13.7%

Downside volatility8.2%

Beta vs SPY0.39

Correlation vs SPY0.48

Beta rank, lowest first, of 7#2

Daily total returns × √252 · past 254 trading days

CRDT

Max Drawdown

−15.6%peak to trough

Peak closeAug 13, 2026

Current drawdown−11.9%

Worst day−2.94% · Mar 20

Closing prices, dividends in

CRDT

Up / Down Capture

51%down capture vs SPY

Down days

51%

Up days

39%

S&P 500

100%

Up ÷ down capture0.76

Up days48.0% (S&P 52.4%)

Average daily move on SPY up days and down days

CRDT

Sharpe & Sortino vs Peers

Fund	Sharpe	Sortino	Volatility	Max DD	Beta	Fee / $10k
SCHD	3.04	5.35	11.8%	−6.9%	0.24	$6
DGRO	1.85	2.88	10.3%	−6.5%	0.48	$8
VYM	1.48	2.22	10.8%	−6.7%	0.59	$4
VIG	1.26	1.90	11.0%	−7.9%	0.65	$4
RDVY	1.06	1.59	15.0%	−9.0%	0.92	$47
CGDV	0.89	1.28	13.5%	−9.7%	0.93	$33
CRDT	−0.78	−1.07	11.3%	−15.6%	0.39	$97

Sharpe = (return − 3.8% cash) ÷ volatility · Sortino uses downside volatility only

CRDT

Trading

Today

+0.68%above its holdings’ value

Close$20.80

NAV$20.66

Fee per $10,000$97 a year

Avg. volume 30D8K shares

Premium / discount history starts once daily NAV is saved

Close vs net asset value, Nov 9

The Details

CRDT

Fund Facts

Today

2023launched Jun 26

Tracks[…]

Exchange · CUSIPAMEX · 82889N558

StructureETF

Leverage1x

Cost on $10,000$97 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Simplify CRDT · fund facts · as of Nov 10, 2026

CRDT

Payouts by Year

$0.15per share, Oct 2026

Distribution yield6.4%

PaidEvery month

Latest ex-date · paidOct 27 · Oct 30, 2026

12 payouts added up$1.34 a share

Simplify CRDT · distributions by ex-date · 2023–2026

All Fund FactsDocuments · trading · fees · every payout

Trading & Liquidity

Net asset value$20.66

Premium / discount[…]

Median spread · 30D[…]

Volume today790

Average volume · 30D8K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.97%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$97.00

Our risk indicator3/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Oct 27, 2026	Oct 30, 2026	$0.15
Sep 25, 2026	Sep 30, 2026	$0.10
Aug 26, 2026	Aug 31, 2026	$0.10
Jul 28, 2026	Jul 31, 2026	$0.10
Jun 25, 2026	Jun 30, 2026	$0.10
May 26, 2026	May 29, 2026	$0.10
Apr 27, 2026	Apr 30, 2026	$0.10
Mar 26, 2026	Mar 31, 2026	$0.10
Feb 24, 2026	Feb 27, 2026	$0.11
Jan 27, 2026	Jan 30, 2026	$0.12
Dec 23, 2025	Dec 31, 2025	$0.13
Nov 21, 2025	Nov 28, 2025	$0.13

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Simplify Opportunistic Income ETFCRDT

CRDT in One Breath

Inside CRDT

How It Compares

Head to Head

How Bumpy Is CRDT?

The Details

Prospectus & Documents

Trading & Liquidity

Fees & Costs

Distributions