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CRDTSimplify Opportunistic Income ETF

Get income#1298 of 1640 for Get income

Seeks to maximize total return.

Simplify Asset Management · Since 2023 (2 years)

Annual Cost

0.99%

#4685 out of 5,332 ETFs

Fund Size

$36M

#3633 out of 5,332 ETFs

Dividend Yield

6.92%

Track Record

2 years

#3144 out of 5,332 ETFs

Performance

1 Year

-2.7%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
67.0%
Stocks
14.7%
Convertible
9.4%
Preferred
8.6%
Cash
0.8%

Top holdings

Rithm Capital CorpRITM4.7%
MFA Financial IncMFA3.0%
Chimera Investment Corp Series CCIMPC1.6%

Risk profile

Volatility (1Y)

8.3%

Moderate

Max drawdown

-9.8%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Credit ratings

US Government
47.2%

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Data updated on 2026-05-05