Simplify Opportunistic Income ETFCRDT

SimplifyIncomeDividend Stocks#435 of 469 by YTD

$20.96

+1.4% last session

−5.7% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Jun 27, 2023 – Nov 4, 2026CRDTS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+1.4%	+2.4%	−8.6%	−5.7%	−4.4%	+3.2%	—	+3.6%
Peer average	+1.3%	+1.1%	−0.2%	+11.0%	+13.9%	+63.0%	+52.8%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $26M
Expense ratio: 0.97%
Distribution yield: 6.4%
NAV: $20.94
Volume: 1K
Avg. volume 30D: 8K
High today: $20.96
Low today: $20.79
Previous close: $20.67
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+91.2%$425M

#2USOYDefiance+58.0%$78.8M

#3DIVBiShares+38.6%$2.4B

#4SCHDSchwab+35.3%$123B

#5XUDVFranklin Templeton+31.1%$81.3M

#6HDViShares+31.0%$16.4B

#7EASYLiberty One+29.9%$67.5M

#8PEYInvesco+29.4%$1.1B

#314CRDTSimplify−5.7%$26.2M

End-of-day Nov 5, 2026 · 324 Dividend stocks ETFs by YTD

$10,000 in CRDT

$10,000 in CRDT became

$10,361

In the S&P 500 (VOO)

$18,336

Total return, dividends in · Jun 27, 2023 – Nov 4, 2026 · S&P 500 uses VOO

CRDT Returns by Period

Today

YTD

MAX

CRDT

+1.4%

+2.4%

−8.6%

−5.7%

−4.4%

+3.2%

—

+3.6%

Peer average

+1.3%

+1.1%

−0.2%

+11.0%

+13.9%

+63.0%

+52.8%

—

S&P 500 · VOO

+1.6%

−1.6%

0.0%

+13.4%

+13.5%

+91.7%

+81.2%

—

End-of-day Nov 5, 2026 · total return, dividends in · peers = 401 Dividend stocks ETFs

CRDT’s Income Rank

YTD

#435of 469
income ETFs

Best · MRNY+543.9%

Average+10.0%

CRDT−5.7%

Worst · RDYY−51.6%

Income ETFs by YTD return · Nov 5, 2026

CRDT Price and 52-Week Range

From the 52-week high

−12.6%

From the 52-week low

+5.1%

Today $20.79 – $20.96

Previous close $20.67

$20.96 now

52-week low$19.9452-week high$23.98

End-of-day Nov 5, 2026 · box = today’s range, dashed = previous close

CRDT’s Share of Dividend Stocks ETFs

Today

0.0%

of the $858B in 402 Dividend stocks ETFs

CRDT$26.2M0.0%

SCHD$123B14.3%

VIG$109B12.7%

399 others$626B73.0%

Dividend stocks ETF AUM · Nov 5, 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 5, 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%	+35.3%	+41.6%	$122.9B
VIG	VanguardRead Desk	0.04%	+16.4%	+18.9%	$109.1B
VYM	VanguardRead Desk	0.04%	+17.2%	+21.2%	$78.9B
DGRO	iSharesRead Desk	0.08%	+20.6%	+24.5%	$46.1B
CGDV	Capital GroupRead Desk	0.33%	+14.6%	+17.5%	$39.0B
CRDT	SimplifyThis fundRead Desk	0.97%	−5.7%	−4.4%	$26M

Dividend stocks peers · YTD and past-year returns · as of Nov 5, 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

+35.3%

−5.7%

SCHD wins+40.9 pts

Past year

+41.6%

−4.4%

SCHD wins+46.0 pts

Fee

0.06%

0.97%

SCHD winslower fee

Yield

2.9%

6.4%

CRDT wins+3.5 pts

AUM

$123B

$26.2M

SCHD4694.4× more

3–1SCHD wins

Schwab SCHD and Simplify CRDT · year-to-date · as of Nov 5, 2026 · AUM not scored

CRDT vs VOO

YTD

CRDT · Simplify Opportunistic Income

−5.7%

VOO · S&P 500

+13.4%

Gap

19.0 pts

Simplify CRDT and Vanguard VOO · YTD total return · as of Nov 5, 2026

CRDT vs Its Peer Average

YTD

CRDTAvsBPeer average

1D+1.4%+1.3%

1M+2.4%+1.1%

3M−8.6%−0.2%

YTD−5.7%+11.0%

1Y−4.4%+13.9%

3Y+3.2%+63.0%

5Y[…]+52.8%

2–4Peer average wins

401 Dividend stocks peers · each row scaled to its leader

The Details

CRDT

Risk

3/5our risk indicator

CalmerBumpier

Volatility · 1Y11.31%

Deepest drop · 1Y−15.6%

Lowest point · 5Y−0.2%

52-week range

$20.96

$19.94−12.6% from the high$23.98

Simplify CRDT · past-year price moves · as of Nov 5, 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 5, 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$20.94

Premium / discount[…]

Median spread · 30D[…]

Volume today1K

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