CRDT vs. EQUL ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Opportunistic Income ETF (CRDT) to IQ Engender Equality ETF (EQUL)
CRDT

Simplify Exchange Traded Funds Simplify Opportunistic Income ETF

CRDT Description

The investment seeks a high level of total return consisting of both income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Corporate Debt. For these purposes, Corporate Debt includes fixed income securities, such as bonds, notes, money market securities, debt securities linked to inflation rates of local economies, variable or floating rate securities and other debt obligations of U.S. and non-U.S. corporate issuers. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$24.94

Average Daily Volume

20,766

Number of Holdings *

5

* may have additional holdings in another (foreign) market
EQUL

IQ Engender Equality ETF

EQUL Description The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.

Grade (RS Rating)

Last Trade

$26.63

Average Daily Volume

82

Number of Holdings *

74

* may have additional holdings in another (foreign) market
Performance
Period CRDT EQUL
30 Days -1.07% -0.68%
60 Days -0.29% 0.46%
90 Days 0.38% 7.34%
12 Months 5.82% 30.39%
0 Overlapping Holdings
Symbol Grade Weight in CRDT Weight in EQUL Overlap
CRDT Overweight 5 Positions Relative to EQUL
Symbol Grade Weight
QRTEP F 1.37%
AGNC D 1.08%
CEE A 0.2%
QRTEA F 0.17%
PMT D 0.11%
CRDT Underweight 74 Positions Relative to EQUL
Symbol Grade Weight
WFC B -1.61%
DASH A -1.58%
AA B -1.58%
VFC A -1.58%
LYFT C -1.58%
CRM A -1.55%
MAR A -1.51%
ILMN A -1.5%
PYPL B -1.5%
GLOB B -1.49%
META B -1.48%
UBER C -1.47%
C A -1.47%
GM B -1.46%
CMI B -1.46%
HLT A -1.45%
GS B -1.44%
ALB C -1.44%
ADSK B -1.44%
BAC B -1.44%
JPM A -1.42%
MET C -1.42%
WELL A -1.41%
BMY A -1.4%
KEYS C -1.38%
ACN C -1.37%
NYT A -1.37%
WBA C -1.37%
BSX C -1.35%
VTR B -1.35%
MA B -1.35%
PARA C -1.34%
BMRN F -1.33%
ECL C -1.33%
MCD C -1.32%
YUM D -1.32%
K A -1.32%
IFF D -1.3%
XYL F -1.3%
DOW F -1.3%
VRSK B -1.3%
INTU D -1.29%
AFRM A -1.29%
IPG F -1.28%
F D -1.28%
JNJ D -1.27%
PEP D -1.26%
NBIX C -1.26%
SCI A -1.26%
MCO D -1.26%
HAS D -1.25%
SJM F -1.25%
PG D -1.25%
AMGN C -1.25%
CLX B -1.25%
Z D -1.24%
KMB D -1.24%
SPGI D -1.23%
VZ D -1.22%
BIIB F -1.22%
KO D -1.21%
GIS D -1.21%
MDLZ D -1.21%
CRL F -1.2%
CL F -1.19%
HSY F -1.19%
NEM D -1.19%
MRK F -1.17%
ETSY D -1.17%
WEX F -1.15%
OGN D -1.13%
COTY F -1.11%
HALO B -1.07%
CNC D -1.05%
Compare ETFs