Simplify Opportunistic Income ETFCRDT

SimplifyIncomeDividend Stocks#434 of 469 by YTD

$20.67

−0.6% last session

−7.0% YTD

Data as of 11/3/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Aug 5, 2026 – Nov 3, 2026CRDTS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	−0.6%	+0.7%	−10.2%	−7.0%	−5.8%	+2.0%	—	+2.2%
Peer average	−0.2%	+0.1%	−1.6%	+9.4%	+12.1%	+61.7%	+48.9%	—
S&P 500 · VOO	+0.3%	−2.6%	−1.7%	+11.5%	+11.9%	+90.9%	+77.5%	—

Key Statistics

Open all fund facts →

AUM: $26M
Expense ratio: 0.97%
Distribution yield: 6.5%
NAV: $20.85
Volume: 200
Avg. volume 30D: 8K
High today: $20.67
Low today: $20.67
Previous close: $20.80
52-week high: $23.98
52-week low: $19.94
Our risk indicator: 3/5

CRDT in One Breath

CRDT Among Dividend Stocks ETFs

YTD

#1AMDYYieldMax+88.6%$409M

#2USOYDefiance+70.9%$78.2M

#3DIVBiShares+35.5%$2.3B

#4SCHDSchwab+32.8%$121B

#5EIPXFirst Trust+30.0%$590M

#6HDViShares+29.3%$16.2B

#7EINCVanEck+28.1%$84.9M

#8XUDVFranklin Templeton+27.9%$79.4M

#313CRDTSimplify−7.0%$26.1M

End-of-day Nov 4, 2026 · 324 Dividend stocks ETFs by YTD

$10,000 in CRDT

$10,000 in CRDT became

$10,217

In the S&P 500 (VOO)

$18,044

Total return, dividends in · Jun 27, 2023 – Nov 3, 2026 · S&P 500 uses VOO

CRDT Returns by Period

Today

YTD

MAX

CRDT

−0.6%

+0.7%

−10.2%

−7.0%

−5.8%

+2.0%

—

+2.2%

Peer average

−0.2%

+0.1%

−1.6%

+9.4%

+12.1%

+61.7%

+48.9%

—

S&P 500 · VOO

+0.3%

−2.6%

−1.7%

+11.5%

+11.9%

+90.9%

+77.5%

—

End-of-day Nov 4, 2026 · total return, dividends in · peers = 401 Dividend stocks ETFs

CRDT’s Income Rank

YTD

#434of 469
income ETFs

Best · MRNY+481.9%

Average+8.5%

CRDT−7.0%

Worst · RDYY−53.5%

Income ETFs by YTD return · Nov 4, 2026

CRDT Price and 52-Week Range

From the 52-week high

−13.8%

From the 52-week low

+3.7%

Today $20.67 – $20.67

Previous close $20.80

$20.67 now

52-week low$19.9452-week high$23.98

End-of-day Nov 4, 2026 · box = today’s range, dashed = previous close

CRDT’s Share of Dividend Stocks ETFs

Today

0.0%

of the $854B in 402 Dividend stocks ETFs

CRDT$26.1M0.0%

SCHD$121B14.2%

VIG$109B12.8%

399 others$623B73.0%

Dividend stocks ETF AUM · Nov 4, 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 4, 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%	+32.8%	+37.6%	$121.5B
VIG	VanguardRead Desk	0.04%	+14.0%	+15.9%	$109.1B
VYM	VanguardRead Desk	0.04%	+15.8%	+19.0%	$78.9B
DGRO	iSharesRead Desk	0.08%	+18.0%	+21.0%	$45.1B
CGDV	Capital GroupRead Desk	0.33%	+13.0%	+16.1%	$38.8B
CRDT	SimplifyThis fundRead Desk	0.97%	−7.0%	−5.8%	$26M

Dividend stocks peers · YTD and past-year returns · as of Nov 4, 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

+32.8%

−7.0%

SCHD wins+39.8 pts

Past year

+37.6%

−5.8%

SCHD wins+43.4 pts

Fee

0.06%

0.97%

SCHD winslower fee

Yield

3.0%

6.5%

CRDT wins+3.5 pts

AUM

$121B

$26.1M

SCHD4661.4× more

3–1SCHD wins

Schwab SCHD and Simplify CRDT · year-to-date · as of Nov 4, 2026 · AUM not scored

CRDT vs VOO

YTD

CRDT · Simplify Opportunistic Income

−7.0%

VOO · S&P 500

+11.5%

Gap

18.5 pts

Simplify CRDT and Vanguard VOO · YTD total return · as of Nov 4, 2026

CRDT vs Its Peer Average

YTD

CRDTAvsBPeer average

1D−0.6%−0.2%

1M+0.7%+0.1%

3M−10.2%−1.6%

YTD−7.0%+9.4%

1Y−5.8%+12.1%

3Y+2.0%+61.7%

5Y[…]+48.9%

1–5Peer average wins

401 Dividend stocks peers · each row scaled to its leader

The Details

CRDT

Risk

3/5our risk indicator

CalmerBumpier

Volatility · 1Y11.22%

Deepest drop · 1Y−15.6%

Lowest point · 5Y−0.3%

52-week range

$20.67

$19.94−13.8% from the high$23.98

Simplify CRDT · past-year price moves · as of Nov 4, 2026

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 4, 2026

CRDT

Payouts by Year

$0.15per share, Oct 2026

Distribution yield6.5%

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$20.85

Premium / discount[…]

Median spread · 30D[…]

Volume today200

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

Key Statistics

CRDT in One Breath

Inside CRDT

How It Compares

Head to Head

The Details

Prospectus & Documents

Trading & Liquidity

Fees & Costs

Distributions