PFFD vs. CRDT ETF Comparison

Comparison of Global X U.S. Preferred ETF (PFFD) to Simplify Exchange Traded Funds Simplify Opportunistic Income ETF (CRDT)

PFFD

Global X U.S. Preferred ETF

PFFD Description

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the ICE BofA Diversified Core U.S. Preferred Securities Index. The fund invests at least 80% of its total assets in the securities of its underlying index. It also invests at least 80% of its total assets in preferred securities that are domiciled in, principally traded in or whose revenues are primarily from the U.S. The underlying index is designed to track the broad-based performance of the U.S. preferred securities market.

Grade (RS Rating)

Last Trade

$20.35

Average Daily Volume

680,991

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PFFD	CRDT
30 Days	-0.67%	0.72%
60 Days	-1.74%	-0.24%
90 Days	2.14%	0.32%
12 Months	15.49%	5.40%

1 Overlapping Holdings

	Symbol	Grade	Weight in PFFD	Weight in CRDT	Overlap
	QRTEP	F	0.41%	0.96%	0.41%

PFFD Overweight 34 Positions Relative to CRDT

Symbol	Grade	Weight
T	A	1.17%
TBB	C	1.02%
SOJD	F	0.72%
TBC	C	0.67%
BAC	A	0.62%
SREA	D	0.61%
RZC	C	0.61%
CMSD	C	0.52%
PRS	B	0.46%
DUKB	C	0.41%
CTDD	C	0.39%
UZE	B	0.38%
FITBI	C	0.38%
BPYPM	C	0.37%
SOJC	D	0.35%
RZB	C	0.33%
PFH	F	0.32%
DTW	D	0.3%
AQNB	C	0.29%
ESGRP	D	0.26%
UNMA	C	0.25%
CMSC	C	0.23%
ACGLO	C	0.23%
MGR	D	0.22%
NRUC	D	0.21%
OZKAP	D	0.2%
GPJA	F	0.2%
TVC	C	0.19%
AIZN	D	0.18%
SFB	D	0.17%
FCNCO	D	0.14%
BPYPO	C	0.13%
ZIONO	D	0.11%
BPYPP	D	0.1%

PFFD Underweight 4 Positions Relative to CRDT

Symbol	Grade	Weight
AGNC	D	-0.69%
PMT	D	-0.27%
CEE	C	-0.15%
QRTEA	F	-0.11%