CRDT vs. JHPI ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Opportunistic Income ETF (CRDT) to John Hancock Preferred Income ETF (JHPI)
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
$25.12
Average Daily Volume
12,549
5
JHPI
John Hancock Preferred Income ETF
JHPI Description
Under normal market conditions, the fund invests at least 80% of its net assets in preferred stocks and other preferred securities. Preferred stocks and preferred securities include, but are not limited to, convertible preferred securities, corporate hybrid securities, trust preferred securities, cumulative and non-cumulative preferred stock, and depositary shares of preferred stock. The adviser will concentrate its investments in the group of industries that comprise the utilities and the communication sectors.Grade (RS Rating)
Last Trade
$23.10
Average Daily Volume
11,385
14
Performance
Period | CRDT | JHPI |
---|---|---|
30 Days | 0.72% | 0.13% |
60 Days | -0.24% | -0.48% |
90 Days | 0.32% | 2.33% |
12 Months | 5.40% | 16.56% |
1 Overlapping Holdings
Symbol | Grade | Weight in CRDT | Weight in JHPI | Overlap | |
---|---|---|---|---|---|
QRTEP | F | 0.96% | 0.55% | 0.55% |
CRDT: Top Represented Industries & Keywords
JHPI: Top Represented Industries & Keywords