CRDT vs. PFXF ETF Comparison

Comparison of Simplify Exchange Traded Funds Simplify Opportunistic Income ETF (CRDT) to Market Vectors Preferred Securities ex Financials ETF (PFXF)
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

$25.11

Average Daily Volume

12,623

Number of Holdings *

5

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

Market Vectors Preferred Securities ex Financials ETF

PFXF Description The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Wells Fargo® Hybrid and Preferred Securities ex Financials Index (the "Preferred Securities Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Preferred Securities Index is comprised of convertible or exchangeable and non-convertible preferred securities listed on U.S. exchanges. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$17.99

Average Daily Volume

496,741

Number of Holdings *

28

* may have additional holdings in another (foreign) market
Performance
Period CRDT PFXF
30 Days 0.80% -1.34%
60 Days -0.28% -0.95%
90 Days 0.28% 3.06%
12 Months 5.36% 13.72%
2 Overlapping Holdings
Symbol Grade Weight in CRDT Weight in PFXF Overlap
AGNC C 1.08% 1.2% 1.08%
QRTEP F 1.37% 1.09% 1.09%
CRDT Overweight 3 Positions Relative to PFXF
Symbol Grade Weight
CEE C 0.2%
QRTEA F 0.17%
PMT C 0.11%
CRDT Underweight 26 Positions Relative to PFXF
Symbol Grade Weight
NEE C -3.66%
T A -2.98%
TBB C -2.67%
SOJD D -1.85%
TBC C -1.74%
SREA D -1.55%
CMSD C -1.29%
CHSCO B -1.21%
CHSCL B -1.13%
CTDD B -1.04%
DUKB D -1.04%
CHSCM D -1.04%
UZE B -0.97%
BPYPM D -0.94%
SOJC D -0.91%
CHSCN D -0.9%
DTW D -0.78%
EAI D -0.76%
CHSCP F -0.75%
AQNB C -0.75%
AGNCN A -0.7%
CMSC C -0.58%
GPJA D -0.52%
ELC D -0.5%
TVC C -0.49%
EMP D -0.48%
Compare ETFs